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TransDigm Group
TDG

934 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 321 increasing their positions, 318 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 57

28% more call options, than puts

Call options by funds: $180M | Put options by funds: $141M

19% more capital invested

Capital invested by funds: $55.1B → $65.7B (+$10.6B)

8% more funds holding

Funds holding: 861 → 934 (+73)

2% more funds holding in top 10

Funds holding in top 10: 50 → 51 (+1)

1% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 318

2.92% less ownership

Funds ownership: 98.93% → 96.01% (-2.9%)

Holders
934
Holders Change
+73
Holders Change %
+8.48%
% of All Funds
13.45%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.73%
New
137
Increased
321
Reduced
318
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$498M
2
JP Morgan Chase
JP Morgan Chase
New York
+$217M
3
UBS Group
UBS Group
Switzerland
+$167M
4
Franklin Resources
Franklin Resources
California
+$155M
5
Millennium Management
Millennium Management
New York
+$94.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.09B
2
SP
Stockbridge Partners
Massachusetts
-$286M
3
Cerity Partners
Cerity Partners
New York
-$225M
4
Principal Financial Group
Principal Financial Group
Iowa
-$189M
5
MG
Meritage Group
California
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
SouthState Corp
Florida
$4.93K +$4.5K +4 New
CT
902
Colonial Trust
South Carolina
$4.31K +$1.13K +1 +50%
PVH
903
Psagot Value Holdings
Israel
$4K -$78.8K -70 -96%
FPB
904
First PREMIER Bank
South Dakota
$4K +$3.38K +3 New
AP
905
Aspect Partners
Virginia
$3.69K – – –
CFD
906
Creative Financial Designs
Indiana
$3.69K – – –
CCA
907
Criterion Capital Advisors
Tennessee
$3.69K – – –
FRA
908
Frank Rimerman Advisors
California
$3.69K – – –
GI
909
Gradient Investments
Minnesota
$3.69K – – –
CIR
910
Clear Investment Research
Georgia
$3.69K +$3.38K +3 New
WCM
911
Westend Capital Management
California
$3.69K +$3.38K +3 New
ACA
912
Atlas Capital Advisors
Wyoming
$3.69K – – –
WF
913
WoodTrust Financial
Wisconsin
$3.01K -$94.6K -84 -3%
MFT
914
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
PWMG
915
Prestige Wealth Management Group
New Jersey
$2.46K – – –
TWD
916
True Wealth Design
Ohio
$2.46K +$1.13K +1 +100%
OWA
917
Opal Wealth Advisors
New York
$2.46K +$2.25K +2 New
EBA
918
Eagle Bay Advisors
New York
$2.46K -$2.25K -2 -50%
FP
919
Financial Perspectives
Minnesota
$2.46K – – –
GWM
920
Geneos Wealth Management
Colorado
$2.46K +$2.25K +2 New
PI
921
PEAK6 Investments
Illinois
$2.44K -$1.5M -1,330 -100%
GFPC
922
Global Financial Private Client
Florida
$2.43K – – –
DF
923
Dunhill Financial
United Kingdom
$1.8K -$2.25K -2 -67%
CAM
924
ClariVest Asset Management
California
$1.23K – – –
HWP
925
Highline Wealth Partners
California
$1.23K – – –
35 36
37
38 39

TDG Hedge Fund Activity: Q1 2024 in Review

934 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2024, worth a combined $65.7B — up 19% from $55.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new TDG positions and 57 closed out — a net gain of 80 holders — while 321 added to existing stakes and 318 trimmed.

The largest buyer was Capital World Investors, adding an estimated $498M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.

  • 934 institutional investors held TransDigm Group (TDG) as of Q1 2024, up from 861 in Q4 2023.
  • Funds reported $65.7B of TransDigm Group stock for Q1 2024, up 19% quarter-over-quarter.
  • 137 funds opened new TransDigm Group positions in Q1 2024 and 57 closed out, a net change of +80 holders.
  • The largest TransDigm Group buyer in Q1 2024 was Capital World Investors, an estimated $498M added.
  • The largest TransDigm Group seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2024.