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TransDigm Group
TDG

861 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $44.8B → $55.1B (+$10.4B)

14% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 264

13% more funds holding

Funds holding: 765 → 861 (+96)

6% more funds holding in top 10

Funds holding in top 10: 47 → 50 (+3)

2.72% more ownership

Funds ownership: 96.22% → 98.93% (+2.7%)

32% less call options, than puts

Call options by funds: $138M | Put options by funds: $201M

Holders
861
Holders Change
+96
Holders Change %
+12.55%
% 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
155
Increased
301
Reduced
264
Closed
50
Calls
$138M
Puts
$201M
Net Calls
-$63.4M
Net Calls Change
+$89.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.29B
2
JP Morgan Chase
JP Morgan Chase
New York
+$340M
3
Cerity Partners
Cerity Partners
New York
+$189M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M
5
Invesco
Invesco
Georgia
+$117M

Top Sellers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
-$368M
2
SP
Stockbridge Partners
Massachusetts
-$137M
3
BlackRock
BlackRock
New York
-$126M
4
Principal Financial Group
Principal Financial Group
Iowa
-$101M
5
AP
Altarock Partners
Florida
-$66.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
826
SJS Investment Consulting
Ohio
$4.05K -$923 -1 -20%
APC
827
Aspire Private Capital
North Carolina
$4.05K – – –
CWC
828
Carolinas Wealth Consulting
North Carolina
$4.05K – – –
EBA
829
Eagle Bay Advisors
New York
$4.05K – – –
ETC
830
Exchange Traded Concepts
Oklahoma
$4.05K – – –
HCM
831
Hollencrest Capital Management
California
$4.05K – – –
TIM
832
Tortoise Investment Management
New York
$4.05K – – –
TFGT
833
TS Financial Group (TSFG)
Illinois
$4K – – –
Loomis, Sayles & Company
834
Loomis, Sayles & Company
Massachusetts
$4K +$3.69K +4 New
DF
835
Dunhill Financial
United Kingdom
$3.13K +$2.77K +3 New
FGAM
836
Financial Gravity Asset Management
Texas
$3.09K +$923 +1 New
CFD
837
Creative Financial Designs
Indiana
$3.04K – – –
GI
838
Gradient Investments
Minnesota
$3.04K – – –
AP
839
Aspect Partners
Virginia
$3.04K +$2.77K +3 New
CCA
840
Criterion Capital Advisors
Tennessee
$3.04K +$2.77K +3 New
FRA
841
Frank Rimerman Advisors
California
$3.04K +$2.77K +3 New
ACA
842
Atlas Capital Advisors
Wyoming
$3.03K – – –
MFT
843
Moisand Fitzgerald Tamayo
Florida
$2.02K – – –
PWMG
844
Prestige Wealth Management Group
New Jersey
$2.02K – – –
ANBT
845
American National Bank & Trust
Texas
$2.02K – – –
FP
846
Financial Perspectives
Minnesota
$2.02K – – –
GFPC
847
Global Financial Private Client
Florida
$2.02K – – –
PWA
848
Provenance Wealth Advisors
Florida
$2.02K +$1.84K +2 New
CT
849
Colonial Trust
South Carolina
$1.86K +$1.84K +2 New
LA
850
LM Advisors
California
$1.48K +$923 +1 New
32 33
34
35 36

TDG Hedge Fund Activity: Q4 2023 in Review

861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2023, worth a combined $55.1B — up 23% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new TDG positions and 50 closed out — a net gain of 105 holders — while 301 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $368M sold.

  • 861 institutional investors held TransDigm Group (TDG) as of Q4 2023, up from 765 in Q3 2023.
  • Funds reported $55.1B of TransDigm Group stock for Q4 2023, up 23% quarter-over-quarter.
  • 155 funds opened new TransDigm Group positions in Q4 2023 and 50 closed out, a net change of +105 holders.
  • The largest TransDigm Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
  • The largest TransDigm Group seller in Q4 2023 was Lone Pine Capital, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2023.