TDG icon

TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$545M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
3
UBS Group
UBS Group
Switzerland
+$183M
4
Franklin Resources
Franklin Resources
California
+$170M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2B
2
SP
Stockbridge Partners
Massachusetts
-$313M
3
Cerity Partners
Cerity Partners
New York
-$246M
4
Principal Financial Group
Principal Financial Group
Iowa
-$207M
5
MG
Meritage Group
California
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
801
NBC Securities
Alabama
$118K +$10.9K +8 +10%
CTA
802
Colonial Trust Advisors
South Carolina
$117K -$9.85K -8 -8%
SVCP
803
Silicon Valley Capital Partners
California
$116K – – –
AT
804
Arlington Trust
Alabama
$115K -$2.46K -2 -2%
C
805
Covestor
United Kingdom
$113K +$83.2K +67 +279%
VWM
806
Venturi Wealth Management
Texas
$111K +$3.7K +3 +3%
CFGS
807
Concourse Financial Group Securities
Alabama
$107K -$33.3K -27 -24%
TFM
808
TFC Financial Management
Massachusetts
$103K – – –
LS
809
Livforsakringsbolaget Skandia
Sweden
$98.4K +$50.4K +41 +105%
USB
810
Union Savings Bank
Connecticut
$92.4K – – –
CT
811
Clearstead Trust
Maine
$88.7K -$490K -398 -85%
EAM
812
Erste Asset Management
Austria
$87.4K +$87.4K +71 New
FIM
813
FWL Investment Management
Texas
$86.2K – – –
ST
814
Smithfield Trust
Pennsylvania
$75K +$6.15K +5 +9%
VAG
815
VisionPoint Advisory Group
Texas
$72.7K +$27.1K +22 +59%
SAM
816
Smartleaf Asset Management
Massachusetts
$70.3K -$43.2K -35 -38%
Kayne Anderson Rudnick Investment Management
817
Kayne Anderson Rudnick Investment Management
California
$69K +$2.46K +2 +4%
WT
818
Washington Trust
Rhode Island
$67.7K – – –
RA
819
Rise Advisors
New York
$65K +$36.8K +30 +130%
RTC
820
Riverview Trust Company
Washington
$62.8K +$62.8K +51 New
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.6K – – –
CP
822
Castleview Partners
Texas
$61.6K +$9.85K +8 +19%
WIM
823
Westside Investment Management
California
$60.7K +$60.7K +50 New
IPW
824
Impact Partnership Wealth
Georgia
$60.3K – – –
AWM
825
Avior Wealth Management
Nebraska
$60.3K +$54.2K +44 +880%
31 32
33
34 35