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TransDigm Group
TDG

Overview Fund Activity

1,031 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+14
Holders Change %
+1.38%
% of All Funds
13.72%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.55%
New
128
Increased
427
Reduced
324
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$400M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Principal Financial Group
Principal Financial Group
Iowa
+$235M
4
BlackRock
BlackRock
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$207M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$147M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$136M
3
ZIG
Zurich Insurance Group
Switzerland
-$135M
4
AI
Advent International
Massachusetts
-$88.1M
5
Franklin Resources
Franklin Resources
California
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
876
Hazlett, Burt & Watson
West Virginia
$162K – – –
GWP
877
Gen-Wealth Partners
Michigan
$161K – – –
TPCW
878
TD Private Client Wealth
New York
$161K +$5.07K +4 +3%
BTI
879
Blue Trust Inc
Georgia
$151K -$221K -174 -59%
HWA
880
HHM Wealth Advisors
Tennessee
$150K +$2.53K +2 +2%
LI
881
LRI Investments
Florida
$143K – – –
CWM
882
Compass Wealth Management
Connecticut
$134K +$6.36K +5 +5%
TCPG
883
Trivant Custom Portfolio Group
California
$127K – – –
PAM
884
Paradigm Asset Management
New York
$127K +$127K +100 New
SVCP
885
Silicon Valley Capital Partners
California
$126K +$6.36K +5 +5%
VWM
886
Venturi Wealth Management
Texas
$123K -$2.54K -2 -2%
DMBA
887
Deseret Mutual Benefit Administrators
Utah
$122K -$2.54K -2 -2%
CTA
888
Colonial Trust Advisors
South Carolina
$120K – – –
CP
889
Castleview Partners
Texas
$112K +$2.51K +2 +2%
FLP
890
Financial Life Planners
Arizona
$102K +$102K +80 New
C
891
Covestor
United Kingdom
$100K -$5.06K -4 -5%
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.8K +$54.1K +40 +121%
EB
893
Eastern Bank
Massachusetts
$98.8K +$92.4K +73 +1,460%
USB
894
Union Savings Bank
Connecticut
$95K – – –
WA
895
WPG Advisers
Maryland
$92.5K +$92.5K +73 New
CT
896
Clearstead Trust
Maine
$91.2K – – –
FIM
897
FWL Investment Management
Texas
$88.7K – – –
OC
898
Oakworth Capital
Alabama
$88.7K +$83.6K +66 +1,650%
HWM
899
Hemington Wealth Management
Virginia
$78K -$3.77K -3 -5%
RIL
900
Rothschild Investment LLC
Illinois
$77.3K -$5.07K -4 -6%
34 35
36
37 38