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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
751
Blue Trust Inc
Georgia
$374K +$234K +180 +159%
PCP
752
Proficio Capital Partners
Massachusetts
$364K -$399K -307 -55%
GWM
753
Greenwich Wealth Management
Connecticut
$363K +$33.8K +26 +11%
TCM
754
Tuttle Capital Management
Connecticut
$361K +$42.9K +33 +15%
HCA
755
Harbor Capital Advisors
Illinois
$360K +$328K +252 New
AF
756
Allworth Financial
California
$353K -$52K -40 -14%
LS
757
Livforsakringsbolaget Skandia
Sweden
$351K +$216K +166 +208%
Lazard Asset Management
758
Lazard Asset Management
New York
$350K -$55.9K -43 -15%
OCM
759
Objective Capital Management
Ohio
$349K +$317K +244 New
AWM
760
Axxcess Wealth Management
California
$347K -$29.9K -23 -9%
OC
761
Oarsman Capital
Wisconsin
$347K +$316K +243 New
PI
762
PineBridge Investments
New York
$344K -$35.1K -27 -10%
RA
763
RFG Advisory
Alabama
$343K +$13K +10 +4%
LMKC
764
L.M. Kohn & Company
Ohio
$343K
CIC
765
Carnegie Investment Counsel
Ohio
$341K
EFSCE
766
Enterprise Financial Services Corp (EFSC)
Missouri
$341K -$10.4K -8 -3%
TGAM
767
TBH Global Asset Management
Tennessee
$338K +$13K +10 +4%
PFG
768
Prosperity Financial Group
California
$328K +$10.4K +8 +4%
TAM
769
Tocqueville Asset Management
New York
$328K +$49.4K +38 +20%
SQA
770
Simon Quick Advisors
New Jersey
$323K +$27.3K +21 +10%
NWAG
771
Net Worth Advisory Group
Utah
$321K +$293K +225 New
FB
772
Fulton Bank
Pennsylvania
$321K -$18.2K -14 -6%
LAS
773
LWM Advisory Services
Florida
$320K -$55.9K -43 -16%
FCG
774
Fielder Capital Group
Tennessee
$320K +$1.3K +1 +0.4%
LC
775
Lindbrook Capital
California
$318K +$79.3K +61 +38%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.