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TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$4.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.06B
3
UBS Group
UBS Group
Switzerland
$228M
4
Franklin Resources
Franklin Resources
California
$254M
5
Millennium Management
Millennium Management
New York
$141M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.33B
2
SP
Stockbridge Partners
Massachusetts
$948M
3
Cerity Partners
Cerity Partners
New York
$7.42M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.72B
5
MG
Meritage Group
California
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
901
Frank Rimerman Advisors
California
$3.7K – – –
GI
902
Gradient Investments
Minnesota
$3.7K – – –
WCM
903
Westend Capital Management
California
$3.7K +$3.7K +3 New
CIR
904
Clear Investment Research
Georgia
$3.7K +$3.7K +3 New
ACA
905
Atlas Capital Advisors
Wyoming
$3.69K – – –
WF
906
WoodTrust Financial
Wisconsin
$3.01K -$103 -84 -3%
MFT
907
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
PWMG
908
Prestige Wealth Management Group
New Jersey
$2.46K – – –
TWD
909
True Wealth Design
Ohio
$2.46K +$1.23K +1 +100%
OWA
910
Opal Wealth Advisors
New York
$2.46K +$2.46K +2 New
EBA
911
Eagle Bay Advisors
New York
$2.46K -$2.46K -2 -50%
FP
912
Financial Perspectives
Minnesota
$2.46K – – –
GWM
913
Geneos Wealth Management
Colorado
$2.46K +$2.46K +2 New
PI
914
PEAK6 Investments
Illinois
$2.44K -$1.62M -1,330 -100%
GFPC
915
Global Financial Private Client
Florida
$2.43K – – –
DF
916
Dunhill Financial
United Kingdom
$1.8K -$3.61K -2 -67%
CAM
917
ClariVest Asset Management
California
$1.23K – – –
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K – – –
HWP
919
Highline Wealth Partners
California
$1.23K – – –
Jones Financial Companies
920
Jones Financial Companies
Missouri
$1.23K – – –
NSIM
921
North Star Investment Management
Illinois
$1.23K – – –
AP
922
Atwood & Palmer
Missouri
$1.23K +$1.23K +1 New
ACM
923
Anfield Capital Management
California
$1.23K +$1.23K +1 New
MA
924
MCF Advisors
Kentucky
$1.23K +$1.23K +1 New
CFFP
925
Center for Financial Planning
Michigan
$1.23K +$1.23K +1 New
35 36
37
38 39