TDG icon

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 %
FI
801
Fractal Investments
Connecticut
$249K – – –
KFP
802
KMG Fiduciary Partners
Ohio
$245K -$2.56K -2 -1%
TAM
803
Tocqueville Asset Management
New York
$245K – – –
PP
804
PDS Planning
Ohio
$245K +$33.2K +26 +16%
EI
805
Ellevest Inc
New York
$245K +$35.8K +28 +17%
KP
806
Keel Point
Alabama
$245K +$18.7K +15 +8%
LA
807
Legacy Advisors
Pennsylvania
$243K -$15.3K -12 -6%
AWM
808
Aprio Wealth Management
Georgia
$240K – – –
JIC
809
Johnson Investment Counsel
Ohio
$239K – – –
SSWM
810
Smith Salley Wealth Management
North Carolina
$236K -$1.28K -1 -0.5%
CBFP
811
Cedar Brook Financial Partners
Ohio
$235K -$543K -425 -70%
PB
812
Pinnacle Bancorp
Nebraska
$234K – – –
WPW
813
Waldron Private Wealth
Pennsylvania
$233K – – –
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230K – – –
RT
815
Rockland Trust
Massachusetts
$230K – – –
EGA
816
E&G Advisors
Texas
$224K +$224K +175 New
AAM
817
Aureus Asset Management
Massachusetts
$222K -$2.56K -2 -1%
CCG
818
Catalina Capital Group
California
$222K +$222K +174 New
EWA
819
EverSource Wealth Advisors
Alabama
$221K +$15.5K +12 +8%
PRS
820
Pinkerton Retirement Specialists
Idaho
$220K +$8.94K +7 +4%
VBWMG
821
Von Berge Wealth Management Group
California
$219K – – –
WTA
822
Washington Trust Advisors
Massachusetts
$218K – – –
WA
823
Wealth Alliance
New York
$218K -$10.2K -8 -4%
AC
824
Allstate Corporation
Illinois
$216K – – –
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$216K +$46K +36 +27%
31 32
33
34 35