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TransDigm Group
TDG

743 hedge funds and large institutions have $47.7B invested in TransDigm Group in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 263 increasing their positions, 245 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $38.8B → $47.7B (+$8.93B)

4% more funds holding

Funds holding: 717 → 743 (+26)

7% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 245

0.83% more ownership

Funds ownership: 96.51% → 97.34% (+0.83%)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-7)

58% less call options, than puts

Call options by funds: $158M | Put options by funds: $372M

Holders
743
Holders Change
+26
Holders Change %
+3.63%
% of All Funds
11.67%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.8%
New
88
Increased
263
Reduced
245
Closed
59
Calls
$158M
Puts
$372M
Net Calls
-$214M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$510M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$423M
3
Capital World Investors
Capital World Investors
California
+$265M
4
Norges Bank
Norges Bank
Norway
+$153M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$180M
2
Citadel Advisors
Citadel Advisors
Florida
-$156M
3
Millennium Management
Millennium Management
New York
-$101M
4
LPC
Lone Pine Capital
Connecticut
-$91.6M
5
XL
XN LP
New York
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
751
JP Morgan Private Wealth Advisors
California
– -$6.53M -8,859 Closed
PCM
752
Pinnbrook Capital Management
New York
– -$4.46M -6,049 Closed
SCM
753
Saba Capital Management
New York
– -$4.43M -5,600 Closed
PMEF
754
Point72 Middle East FZE
United Arab Emirates
– -$4.14M -5,238 Closed
IMPI
755
Ilmarinen Mutual Pension Insurance
Finland
– -$3.69M -5,000 Closed
FC
756
FORA Capital
Florida
– -$3.64M -4,935 Closed
NPAM
757
Noble Path Asset Management
New York
– -$3.58M -4,862 Closed
ACM
758
Aquatic Capital Management
Illinois
– -$3.24M -4,400 Closed
TOCUITCONY
759
Trustees of Columbia University in the City of New York
New York
– -$2.29M -3,103 Closed
FRA
760
Frank Rimerman Advisors
California
– -$1.81M -2,456 Closed
FHB
761
First Hawaiian Bank
Hawaii
– -$1.61M -2,182 Closed
QC
762
Quadrature Capital
United Kingdom
– -$1.54M -2,087 Closed
SICM
763
Sustainable Insight Capital Management
New York
– -$1.53M -2,082 Closed
AIM
764
Aigen Investment Management
New York
– -$1.43M -1,937 Closed
BCM
765
Bayesian Capital Management
New York
– -$1.41M -1,908 Closed
OQS
766
Occudo Quantitative Strategies
Florida
– -$1.33M -1,804 Closed
CC
767
Centiva Capital
New York
– -$1.24M -1,676 Closed
QT
768
Quantbot Technologies
New York
– -$1.21M -1,635 Closed
BA
769
Bellwether Advisors
Nebraska
– -$1.14M -1,541 Closed
GCM
770
Graham Capital Management
Connecticut
– -$1.03M -1,399 Closed
VF
771
Virtu Financial
New York
– -$1.01M -1,373 Closed
BU
772
Brown University
Rhode Island
– -$987K -1,339 Closed
DTL
773
Dynamic Technology Lab
Singapore
– -$790K -1,072 Closed
LCM
774
Legato Capital Management
California
– -$683K -926 Closed
FC
775
Financial Consulate
Maryland
– -$664K -901 Closed
29 30
31
32 33

TDG Hedge Fund Activity: Q2 2023 in Review

743 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2023, worth a combined $47.7B — up 23% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new TDG positions and 59 closed out — a net gain of 29 holders — while 263 added to existing stakes and 245 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $510M. The largest seller was Principal Financial Group, cutting an estimated $180M.

  • 743 institutional investors held TransDigm Group (TDG) as of Q2 2023, up from 717 in Q1 2023.
  • Funds reported $47.7B of TransDigm Group stock for Q2 2023, up 23% quarter-over-quarter.
  • 88 funds opened new TransDigm Group positions in Q2 2023 and 59 closed out, a net change of +29 holders.
  • The largest TransDigm Group buyer in Q2 2023 was JP Morgan Chase, an estimated $510M added.
  • The largest TransDigm Group seller in Q2 2023 was Principal Financial Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2023.