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TransDigm Group

1,044 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 326 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 326

32% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 101

2.24% more ownership

Funds ownership: 92.52%94.76% (+2.2%)

2% more funds holding

Funds holding: 1,0251,044 (+19)

10% less call options, than puts

Call options by funds: $355M | Put options by funds: $394M

9% less capital invested

Capital invested by funds: $74B → $67.4B (-$6.56B)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
1,044
Holders Change
+19
Holders Change %
+1.85%
% of All Funds
13.75%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
133
Increased
432
Reduced
326
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
776
Cynosure Group
Utah
$294K -$59.3K -45 -16%
PJSIMP
777
P.J. Schmidt Investment Management (PJS)
Wisconsin
$294K +$29K +22 +10%
SIM
778
Sentry Investment Management
Wisconsin
$293K -$50.1K -38 -14%
GCM
779
Graham Capital Management
Connecticut
$293K -$1.33M -1,008 -81%
LC
780
Lindbrook Capital
California
$293K +$10.5K +8 +4%
DCM
781
Dudley Capital Management
Virginia
$291K +$23.7K +18 +8%
Optiver Holding
782
Optiver Holding
Netherlands
$290K +$227K +172 +302%
SAM
783
Strive Asset Management
Ohio
$286K +$298K +226 New
TAM
784
Tocqueville Asset Management
New York
$285K -$6.59K -5 -2%
EAM
785
Everstar Asset Management
North Carolina
$284K -$211K -160 -42%
FCG
786
Fielder Capital Group
Tennessee
$276K -$7.91K -6 -3%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$275K -$3.95K -3 -1%
CA
788
CSM Advisors
Pennsylvania
$274K +$68.5K +52 +32%
HIGP
789
Hill Investment Group Partners
Missouri
$272K -$1.32K -1 -0.5%
LP
790
LGL Partners
Pennsylvania
$272K +$1.32K +1 +0.5%
LAS
791
LWM Advisory Services
Florida
$271K -$13.2K -10 -4%
BFO
792
Biltmore Family Office
North Carolina
$271K
RG
793
Rathbones Group
United Kingdom
$270K +$1.32K +1 +0.5%
KWA
794
Kingswood Wealth Advisors
California
$270K -$2.33M -1,765 -89%
SCA
795
Snowden Capital Advisors
New York
$269K -$2.28M -1,729 -89%
AFA
796
AA Financial Advisors
Ohio
$269K
TCM
797
Teza Capital Management
Illinois
$269K +$279K +212 New
LAM
798
L2 Asset Management
Massachusetts
$267K -$5.27K -4 -2%
FAG
799
Fortitude Advisory Group
Washington
$267K
FA
800
FDx Advisors
Illinois
$267K -$15.8K -12 -5%

TDG Hedge Fund Activity: Q4 2024 in Review

1,044 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2024, worth a combined $67.4B — down 8.9% from $74B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new TDG positions and 101 closed out — a net gain of 32 holders — while 432 added to existing stakes and 326 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $415M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,044 institutional investors held TransDigm Group (TDG) as of Q4 2024, up from 1,025 in Q3 2024.
  • Funds reported $67.4B of TransDigm Group stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 133 funds opened new TransDigm Group positions in Q4 2024 and 101 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q4 2024 was Edgewood Management, an estimated $415M added.
  • The largest TransDigm Group seller in Q4 2024 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2024.