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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
801
Morningstar Investment Services
Illinois
$286K +$13K +10 +5%
CCWM
802
Cassaday & Co Wealth Management
Virginia
$285K -$1.3K -1 -0.5%
PL
803
Plancorp LLC
Missouri
$283K -$39K -30 -13%
ANTB
804
AMG National Trust Bank
Colorado
$280K -$16.9K -13 -6%
AFG
805
Atomi Financial Group
New York
$280K +$255K +196 New
FI
806
Fractal Investments
Connecticut
$278K
ACA
807
Aptus Capital Advisors
Alabama
$277K -$6.5K -5 -3%
TWM
808
TriaGen Wealth Management
California
$277K -$1.08M -830 -81%
FNT
809
First Nebraska Trust
Nebraska
$277K
CCG
810
Catalina Capital Group
California
$277K +$26K +20 +11%
KFP
811
KMG Fiduciary Partners
Ohio
$274K
KP
812
Keel Point
Alabama
$273K -$7.8K -6 -3%
HIGP
813
Hill Investment Group Partners
Missouri
$271K
IWM
814
IHT Wealth Management
Illinois
$268K +$26K +20 +12%
AWM
815
Aprio Wealth Management
Georgia
$268K
JIC
816
Johnson Investment Counsel
Ohio
$268K +$1.3K +1 +0.5%
DWP
817
Daymark Wealth Partners
Ohio
$267K -$67.6K -52 -22%
FFA
818
Farther Finance Advisors
California
$266K +$22.1K +17 +10%
SAM
819
Smartleaf Asset Management
Massachusetts
$265K +$109K +84 +80%
AWA
820
Aaron Wealth Advisors
Illinois
$264K -$31.2K -24 -11%
HAS
821
HBW Advisory Services
California
$264K +$28.6K +22 +13%
LFA
822
Legacy Financial Advisors
Kentucky
$263K -$19.5K -15 -8%
EI
823
Ellevest Inc
New York
$263K -$10.4K -8 -4%
WPW
824
Waldron Private Wealth
Pennsylvania
$263K +$2.6K +2 +1%
PB
825
Pinnacle Bancorp
Nebraska
$261K

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.