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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
AWM
951
Avior Wealth Management
Nebraska
$17.1K -$1.3K -1 -8%
GWSA
952
Global Wealth Strategies & Associates
Colorado
$15.7K
DWM
953
Darwin Wealth Management
Florida
$15.7K +$14.3K +11 New
VAMG
954
Voisard Asset Management Group
Michigan
$14.3K
MAM
955
Meeder Asset Management
Ohio
$14.3K -$26K -20 -67%
PCA
956
Providence Capital Advisors
North Carolina
$14.3K -$10.4K -8 -44%
HIA
957
Harbor Investment Advisory
Maryland
$14.3K
TCOV
958
Trust Company of Vermont
Vermont
$14.3K +$13K +10 New
BIA
959
Bell Investment Advisors
California
$12.8K -$2.6K -2 -18%
ITIM
960
Indiana Trust & Investment Management
Indiana
$12.8K
PSB
961
Piscataqua Savings Bank
New Hampshire
$12.8K
SA
962
SRH Advisors
Kansas
$12.8K
HCM
963
Hollencrest Capital Management
California
$12.8K +$6.5K +5 +125%
AWM
964
Abound Wealth Management
Tennessee
$12.3K
RFS
965
Richardson Financial Services
Massachusetts
$12.1K +$5.2K +4 +80%
DF
966
Dunhill Financial
United Kingdom
$11.6K +$7.8K +6 +300%
VCM
967
Versant Capital Management
Arizona
$11.4K -$48.1K -37 -82%
ZB
968
Zions Bancorporation
Utah
$11.4K -$9.1K -7 -47%
BWL
969
Bogart Wealth LLC
Virginia
$11.4K
CWA
970
Carolina Wealth Advisors
South Carolina
$11.4K +$10.4K +8 New
AW
971
Avion Wealth
Texas
$11K
CAL
972
Capital Advisors Ltd
Ohio
$11K +$2.6K +2 +33%
BGAI
973
Bruce G. Allen Investments
Colorado
$9.99K
CWM
974
Cedar Wealth Management
California
$9.99K
DPW
975
DiNuzzo Private Wealth
Pennsylvania
$9.99K

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.