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TransDigm Group

717 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 263 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

18% more capital invested

Capital invested by funds: $32.8B → $38.8B (+$5.98B)

2% more funds holding

Funds holding: 703717 (+14)

4% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 252

0.3% more ownership

Funds ownership: 96.21%96.51% (+0.3%)

5% less funds holding in top 10

Funds holding in top 10: 6158 (-3)

73% less call options, than puts

Call options by funds: $115M | Put options by funds: $432M

Holders
717
Holders Change
+14
Holders Change %
+1.99%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
80
Increased
263
Reduced
252
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$62.1M -$92.9M -130,100 -61%
SOMRS
77
State of Michigan Retirement System
Michigan
$59.9M -$7.9M -11,055 -12%
SCM
78
Spyglass Capital Management
California
$58.9M -$17.9M -25,118 -24%
SC
79
Samlyn Capital
New York
$58.9M +$57.1M +79,877 New
EAM
80
Eagle Asset Management
Florida
$57.6M -$19.5M -27,279 -26%
RJA
81
Raymond James & Associates
Florida
$56.8M -$1.63M -2,286 -3%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$56.6M +$2.78M +3,890 +5%
CGPCS
83
Capital Group Private Client Services
California
$55.6M -$1.02M -1,425 -2%
CSNH
84
Crow's Nest Holdings
Virginia
$55.5M -$7.89M -11,050 -13%
CI Investments Inc
85
CI Investments Inc
Ontario, Canada
$52.5M -$3.65M -5,104 -7%
Lord, Abbett & Co
86
Lord, Abbett & Co
New Jersey
$49.7M +$38.2M +53,435 +382%
AllianceBernstein
87
AllianceBernstein
Tennessee
$47.8M -$1.54M -2,161 -3%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$47.7M -$3.87M -5,414 -8%
CS
89
Credit Suisse
Switzerland
$45.4M -$1.3M -1,813 -3%
Barclays
90
Barclays
United Kingdom
$45.1M +$1.61M +2,247 +4%
HWCM
91
Hudson Way Capital Management
Texas
$44M +$999K +1,398 +2%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$43.9M -$2.93M -4,100 -6%
CII
93
Capital International Inc
California
$43.7M +$435K +609 +1%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$42.2M +$1.26M +1,760 +3%
Alyeska Investment Group
95
Alyeska Investment Group
Illinois
$39.8M +$2.7M +3,786 +8%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$39.8M -$1.43M -2,000 -4%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$38.8M -$111K -155 -0.3%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$38.6M +$10.2M +14,297 +38%
AQR Capital Management
99
AQR Capital Management
Connecticut
$37.8M +$25.3M +35,372 +223%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$37.2M +$24.2M +33,849 +204%

TDG Hedge Fund Activity: Q1 2023 in Review

717 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2023, worth a combined $38.8B — up 18% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TDG positions and 56 closed out — a net gain of 24 holders — while 263 added to existing stakes and 252 trimmed.

The largest buyer was Capital World Investors, adding an estimated $711M. The largest seller was Stockbridge Partners, cutting an estimated $290M.

  • 717 institutional investors held TransDigm Group (TDG) as of Q1 2023, up from 703 in Q4 2022.
  • Funds reported $38.8B of TransDigm Group stock for Q1 2023, up 18% quarter-over-quarter.
  • 80 funds opened new TransDigm Group positions in Q1 2023 and 56 closed out, a net change of +24 holders.
  • The largest TransDigm Group buyer in Q1 2023 was Capital World Investors, an estimated $711M added.
  • The largest TransDigm Group seller in Q1 2023 was Stockbridge Partners, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2023.