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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
TPCW
876
TD Private Client Wealth
New York
$176K +$1.3K +1 +0.8%
QC
877
Quent Capital
New York
$175K
VAG
878
VisionPoint Advisory Group
Texas
$173K +$35.1K +27 +29%
GWP
879
Gen-Wealth Partners
Michigan
$169K +$1.3K +1 +0.8%
HWA
880
HHM Wealth Advisors
Tennessee
$166K
BWP
881
Baldwin Wealth Partners
Massachusetts
$161K +$147K +113 New
CFGS
882
Concourse Financial Group Securities
Alabama
$154K -$9.1K -7 -6%
LI
883
LRI Investments
Florida
$144K -$15.6K -12 -10%
CWM
884
Compass Wealth Management
Connecticut
$143K
TCPG
885
Trivant Custom Portfolio Group
California
$143K
GSEP
886
Golden State Equity Partners
California
$143K +$130K +100 New
VWM
887
Venturi Wealth Management
Texas
$141K -$32.5K -25 -20%
PHK
888
Point72 Hong Kong
Hong Kong
$141K -$17.1M -13,160 -99%
DMBA
889
Deseret Mutual Benefit Administrators
Utah
$140K -$3.9K -3 -3%
QL
890
Quarry LP
New York
$138K -$55.9K -43 -31%
CTA
891
Colonial Trust Advisors
South Carolina
$136K
SVCP
892
Silicon Valley Capital Partners
California
$135K
HT
893
Headlands Technologies
Illinois
$134K -$780K -600 -86%
AT
894
Avalon Trust
New Mexico
$133K -$39K -30 -24%
CP
895
Castleview Partners
Texas
$124K +$42.9K +33 +61%
AT
896
Arlington Trust
Alabama
$123K
NS
897
NBC Securities
Alabama
$122K -$2.6K -2 -2%
TFM
898
TFC Financial Management
Massachusetts
$121K
C
899
Covestor
United Kingdom
$119K +$1.3K +1 +1%
USB
900
Union Savings Bank
Connecticut
$107K

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.