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TransDigm Group
TDG

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: 1,001 → 1,025 (+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: 51 → 47 (-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

Top Buyers

Rank Fund Capital Flow
1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$283M
2
Morgan Stanley
Morgan Stanley
New York
+$233M
3
JP Morgan Chase
JP Morgan Chase
New York
+$225M
4
Capital World Investors
Capital World Investors
California
+$130M
5
IIP
Intermede Investment Partners
United Kingdom
+$128M

Top Sellers

Rank Fund Capital Flow
1
MCMC
Matrix Capital Management Company
New Hampshire
-$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
3
APG Asset Management
APG Asset Management
Netherlands
-$172M
4
Invesco
Invesco
Georgia
-$164M
5
Millennium Management
Millennium Management
New York
-$98.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
851
Peregrine Asset Advisers
Oregon
$225K – – –
VSQM
852
V-Square Quantitative Management
Illinois
$225K – – –
HFM
853
Harvest Fund Management
China
$224K -$217K -167 -52%
IGGA
854
Iron Gate Global Advisors
Utah
$223K +$203K +156 New
PFBT
855
Parkside Financial Bank & Trust
Missouri
$217K +$32.5K +25 +20%
GWM
856
Geneos Wealth Management
Colorado
$217K +$195K +150 +7,500%
QWP
857
Quotient Wealth Partners
Texas
$217K +$198K +152 New
AA
858
Alta Advisers
United Kingdom
$214K – – –
CCA
859
Cobblestone Capital Advisors
New York
$214K +$195K +150 New
MCM
860
Manchester Capital Management
Vermont
$213K – – –
OL
861
OneFund LLC
Florida
$213K +$194K +149 New
OL
862
Optas LLC
Texas
$211K +$192K +148 New
PPW
863
Parcion Private Wealth
Washington
$208K +$190K +146 New
PFS
864
Prospera Financial Services
Texas
$207K +$189K +145 New
N
865
Numerai
California
$207K +$189K +145 New
THCM
866
Taylor Hoffman Capital Management
Virginia
$206K +$205K +158 New
WANY
867
Wealthspire Advisors (New York)
New York
$206K +$187K +144 New
CWG
868
Cornerstone Wealth Group
North Carolina
$206K +$187K +144 New
SP
869
Stonebrook Private
Michigan
$204K +$186K +143 New
CG
870
Clifford Group
Massachusetts
$203K +$185K +142 New
MFG
871
MidWestOne Financial Group
Iowa
$201K +$183K +141 New
TWP
872
Tower Wealth Partners
Pennsylvania
$201K +$183K +141 New
EDRH
873
Edmond de Rothschild Holding
Switzerland
$200K – – –
FWM
874
FSA Wealth Management
Massachusetts
$198K +$181K +139 New
HBW
875
Hazlett, Burt & Watson
West Virginia
$182K – – –
33 34
35
36 37

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.