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TransDigm Group
TDG

Overview Fund Activity

1,031 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+14
Holders Change %
+1.38%
% of All Funds
13.72%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.55%
New
128
Increased
427
Reduced
324
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$400M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Principal Financial Group
Principal Financial Group
Iowa
+$235M
4
BlackRock
BlackRock
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$207M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$147M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$136M
3
ZIG
Zurich Insurance Group
Switzerland
-$135M
4
AI
Advent International
Massachusetts
-$88.1M
5
Franklin Resources
Franklin Resources
California
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
776
Strive Asset Management
Ohio
$286K +$286K +226 New
TAM
777
Tocqueville Asset Management
New York
$285K -$6.34K -5 -2%
EAM
778
Everstar Asset Management
North Carolina
$284K -$203K -160 -42%
FCG
779
Fielder Capital Group
Tennessee
$276K -$7.6K -6 -3%
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$275K -$3.8K -3 -1%
CA
781
CSM Advisors
Pennsylvania
$274K +$66K +52 +32%
HIGP
782
Hill Investment Group Partners
Missouri
$272K -$1.27K -1 -0.5%
LP
783
LGL Partners
Pennsylvania
$272K +$1.27K +1 +0.5%
LAS
784
LWM Advisory Services
Florida
$271K -$12.7K -10 -4%
BFO
785
Biltmore Family Office
North Carolina
$271K – – –
RG
786
Rathbones Group
United Kingdom
$270K +$1.27K +1 +0.5%
KWA
787
Kingswood Wealth Advisors
California
$270K -$2.24M -1,765 -89%
SCA
788
Snowden Capital Advisors
New York
$269K -$2.19M -1,729 -89%
AFA
789
AA Financial Advisors
Ohio
$269K – – –
TCM
790
Teza Capital Management
Illinois
$269K +$269K +212 New
LAM
791
L2 Asset Management
Massachusetts
$267K -$5.07K -4 -2%
FAG
792
Fortitude Advisory Group
Washington
$267K – – –
FA
793
FDx Advisors
Illinois
$267K -$15.2K -12 -5%
KP
794
Keel Point
Alabama
$266K +$24.1K +19 +10%
AFW
795
Avantra Family Wealth
Pennsylvania
$266K +$266K +210 New
IC
796
Iconiq Capital
California
$265K +$265K +209 New
EWA
797
EverSource Wealth Advisors
Alabama
$265K +$39.3K +31 +17%
OCM
798
Objective Capital Management
Ohio
$264K -$44.3K -35 -14%
LIM
799
Leavell Investment Management
Alabama
$264K – – –
LA
800
Legacy Advisors
Pennsylvania
$264K +$264K +208 New
30 31
32
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