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TransDigm Group
TDG

Overview Fund Activity

994 hedge funds and large institutions have $67.9B invested in TransDigm Group in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 417 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+67
Holders Change %
+7.23%
% of All Funds
14.46%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
118
Increased
417
Reduced
286
Closed
43
Calls
$199M
Puts
$170M
Net Calls
+$29.2M
Net Calls Change
-$10.5M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$276M
2
DCP
Darsana Capital Partners
New York
+$211M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$198M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$148M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
BlackRock
BlackRock
New York
-$737M
2
Capital International Investors
Capital International Investors
California
-$316M
3
Principal Financial Group
Principal Financial Group
Iowa
-$264M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$178M
5
VVP
Vulcan Value Partners
Alabama
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
776
LGL Partners
Pennsylvania
$271K – – –
BFS
777
Bradley Foster & Sargent
Connecticut
$271K +$271K +212 New
SW
778
SVB Wealth
Massachusetts
$270K -$90.7K -71 -25%
RG
779
Rathbones Group
United Kingdom
$270K +$1.28K +1 +0.5%
FAG
780
Fortitude Advisory Group
Washington
$270K +$270K +211 New
CT
781
Chicago Trust
Illinois
$270K -$3.83K -3 -1%
ICP
782
Interchange Capital Partners
Pennsylvania
$268K +$74K +58 +38%
ANTB
783
AMG National Trust Bank
Colorado
$268K -$15.4K -12 -5%
BFO
784
Biltmore Family Office
North Carolina
$267K – – –
AWA
785
Aaron Wealth Advisors
Illinois
$267K +$267K +209 New
LIM
786
Leavell Investment Management
Alabama
$266K +$266K +208 New
LAM
787
L2 Asset Management
Massachusetts
$266K +$15.3K +12 +6%
WP
788
WMS Partners
Maryland
$264K +$1.28K +1 +0.5%
PP
789
Patron Partners
Texas
$264K +$17.9K +14 +7%
FW
790
Fairway Wealth
Ohio
$262K +$5.11K +4 +2%
SQA
791
Simon Quick Advisors
New Jersey
$262K +$40.9K +32 +18%
PTC
792
Private Trust Company
Ohio
$261K +$2.56K +2 +1%
CRC
793
Curi RMB Capital
Illinois
$258K -$84.3K -66 -25%
CCWM
794
Cassaday & Co Wealth Management
Virginia
$257K +$1.28K +1 +0.5%
ACA
795
Aptus Capital Advisors
Alabama
$254K – – –
LFA
796
Legacy Financial Advisors
Kentucky
$254K +$254K +199 New
PJSIMP
797
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$6.39K +5 +3%
TA
798
TrueWealth Advisors
Alabama
$250K +$250K +196 New
IA
799
IFP Advisors
Florida
$250K -$130K -102 -34%
MIS
800
Morningstar Investment Services
Illinois
$250K +$250K +194 New
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32
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