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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 %
BWL
951
Bogart Wealth LLC
Virginia
$16.5K +$6.34K +5 +63%
WAS
952
Winch Advisory Services
Wisconsin
$16.5K +$16.5K +13 New
AWM
953
Avior Wealth Management
Nebraska
$16.5K +$1.27K +1 +8%
DWM
954
Darwin Wealth Management
Florida
$13.9K – – –
GWSA
955
Global Wealth Strategies & Associates
Colorado
$13.9K – – –
NWWA
956
New Wave Wealth Advisors
Arkansas
$13.9K +$13.9K +11 New
CT
957
Colonial Trust
South Carolina
$13.7K +$6.23K +5 +83%
AG
958
AmeriFlex Group
Nevada
$13.5K +$13.5K +10 New
KIM
959
Kestra Investment Management
Texas
$13K +$13K +10 New
HIA
960
Harbor Investment Advisory
Maryland
$12.7K – – –
ACA
961
Atlas Capital Advisors
Wyoming
$12.7K +$8.87K +7 +233%
SA
962
SRH Advisors
Kansas
$11.4K – – –
ITIM
963
Indiana Trust & Investment Management
Indiana
$11.4K – – –
BIA
964
Bell Investment Advisors
California
$11.4K – – –
HCM
965
Hollencrest Capital Management
California
$11.4K – – –
BGAI
966
Bruce G. Allen Investments
Colorado
$11.4K +$2.54K +2 +29%
MSWM
967
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K +$11.4K +9 New
PSB
968
Piscataqua Savings Bank
New Hampshire
$11.4K – – –
AWM
969
Abound Wealth Management
Tennessee
$11.1K – – –
DF
970
Dunhill Financial
United Kingdom
$10.6K – – –
ZB
971
Zions Bancorporation
Utah
$10.1K – – –
CWA
972
Carolina Wealth Advisors
South Carolina
$10.1K – – –
RS
973
Rakuten Securities
Japan
$10.1K +$7.6K +6 +300%
SO
974
Sierra Ocean
California
$10.1K +$10.1K +8 New
OAJ
975
Ogorek Anthony Joseph
New York
$10K +$10K +8 New
37 38
39
40 41