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TransDigm Group
TDG

Overview Fund Activity

856 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+94
Holders Change %
+12.34%
% of All Funds
12.55%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
153
Increased
298
Reduced
264
Closed
50
Calls
$138M
Puts
$201M
Net Calls
-$63.4M
Net Calls Change
+$89.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.07B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.49B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
4
Invesco
Invesco
Georgia
$700M
5
Capital World Investors
Capital World Investors
California
$3.13B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
SP
Stockbridge Partners
Massachusetts
$1.04B
3
BlackRock
BlackRock
New York
$4.55B
4
Principal Financial Group
Principal Financial Group
Iowa
$2.4B
5
AP
Altarock Partners
Florida
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
801
Avion Wealth
Texas
$8K +$1K +1 +14%
CWM
802
Cedar Wealth Management
California
$7.08K – – –
VCM
803
Versant Capital Management
Arizona
$7.08K – – –
BAM
804
Bellevue Asset Management
Washington
$7.08K – – –
BGAI
805
Bruce G. Allen Investments
Colorado
$7.08K +$7.08K +7 New
RS
806
Rakuten Securities
Japan
$7.08K +$7.08K +7 New
FG
807
Fairman Group
Pennsylvania
$7.08K +$7.08K +7 New
TWM
808
Tradition Wealth Management
Minnesota
$7K – – –
SFA
809
Semmax Financial Advisors
North Carolina
$6.73K – – –
HIA
810
Harbor Investment Advisory
Maryland
$6.52K +$3.26K +3 +100%
BWM
811
Baystate Wealth Management
Massachusetts
$6.29K +$6.29K +6 New
LF
812
Lee Financial
Texas
$6.07K – – –
DPW
813
DiNuzzo Private Wealth
Pennsylvania
$6.07K +$6.07K +6 New
FFO
814
Fortitude Family Office
Arizona
$6.07K +$6.07K +6 New
LIWM
815
Long Island Wealth Management
New York
$6K +$6K +6 New
AWM
816
Avior Wealth Management
Nebraska
$5.06K – – –
LFA
817
LGT Financial Advisors
Texas
$5.06K – – –
MCM
818
Manchester Capital Management
Vermont
$5.06K +$5.06K +5 New
HCP
819
Hexagon Capital Partners
Arkansas
$5.06K +$5.06K +5 New
CAL
820
Capital Advisors Ltd
Ohio
$5K – – –
SIC
821
SJS Investment Consulting
Ohio
$4.05K -$1.01K -1 -20%
HCM
822
Hollencrest Capital Management
California
$4.05K – – –
ETC
823
Exchange Traded Concepts
Oklahoma
$4.05K – – –
TIM
824
Tortoise Investment Management
New York
$4.05K – – –
APC
825
Aspire Private Capital
North Carolina
$4.05K – – –
31 32
33
34 35