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TransDigm Group
TDG

1,001 hedge funds and large institutions have $67.9B invested in TransDigm Group in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 421 increasing their positions, 286 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 44

47% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 286

17% more call options, than puts

Call options by funds: $199M | Put options by funds: $170M

7% more funds holding

Funds holding: 934 → 1,001 (+67)

3% more capital invested

Capital invested by funds: $65.7B → $67.9B (+$2.24B)

0% more funds holding in top 10

Funds holding in top 10: 51 → 51 (0)

0.94% less ownership

Funds ownership: 96.01% → 95.07% (-0.94%)

Holders
1,001
Holders Change
+67
Holders Change %
+7.17%
% of All Funds
14.46%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
119
Increased
421
Reduced
286
Closed
44
Calls
$199M
Puts
$170M
Net Calls
+$29.2M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$277M
2
DCP
Darsana Capital Partners
New York
+$212M
3
JP Morgan Chase
JP Morgan Chase
New York
+$199M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$149M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$135M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$739M
2
Capital International Investors
Capital International Investors
California
-$318M
3
Principal Financial Group
Principal Financial Group
Iowa
-$265M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$179M
5
VVP
Vulcan Value Partners
Alabama
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
976
HM Payson & Co
Maine
$3.83K +$3.85K +3 New
WCM
977
Westend Capital Management
California
$3.76K – – –
DF
978
Dunhill Financial
United Kingdom
$3.19K +$1.28K +1 +100%
MFT
979
Moisand Fitzgerald Tamayo
Florida
$2.56K – – –
OWA
980
Opal Wealth Advisors
New York
$2.56K – – –
PWMG
981
Prestige Wealth Management Group
New Jersey
$2.56K – – –
TWD
982
True Wealth Design
Ohio
$2.56K – – –
MIM
983
Macroview Investment Management
Maryland
$2.56K +$2.56K +2 New
CFB
984
Cullen/Frost Bankers
Texas
$2.56K -$17.9K -14 -88%
FP
985
Financial Perspectives
Minnesota
$2.56K – – –
GWM
986
Geneos Wealth Management
Colorado
$2.56K – – –
GFPC
987
Global Financial Private Client
Florida
$2.56K – – –
WWP
988
WR Wealth Planners
Missouri
$2.56K +$1.28K +1 +100%
UWS
989
Unique Wealth Strategies
Illinois
$2.46K +$2.56K +2 New
CAM
990
ClariVest Asset Management
California
$1.29K – – –
AP
991
Atwood & Palmer
Missouri
$1.28K – – –
CFFP
992
Center for Financial Planning
Michigan
$1.28K – – –
HWP
993
Highline Wealth Partners
California
$1.28K – – –
MA
994
MCF Advisors
Kentucky
$1.28K – – –
NSIM
995
North Star Investment Management
Illinois
$1.28K – – –
KB
996
Kimelman & Baird
New York
$1.28K +$1.28K +1 New
RWM
997
Ruedi Wealth Management
Illinois
$1.28K +$1.28K +1 New
SSB
998
Sandy Spring Bank
Maryland
$1.28K +$1.28K +1 New
WWM
999
Wolff Wiese Magana
California
$1.28K +$1.28K +1 New
SFCL
1000
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.28K +1 New
38 39
40
41 42

TDG Hedge Fund Activity: Q2 2024 in Review

1,001 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2024, worth a combined $67.9B — up 3.4% from $65.7B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TDG positions and 44 closed out — a net gain of 75 holders — while 421 added to existing stakes and 286 trimmed.

The largest buyer was Brown Advisory, adding an estimated $277M. The largest seller was BlackRock, cutting an estimated $739M.

  • 1,001 institutional investors held TransDigm Group (TDG) as of Q2 2024, up from 934 in Q1 2024.
  • Funds reported $67.9B of TransDigm Group stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 119 funds opened new TransDigm Group positions in Q2 2024 and 44 closed out, a net change of +75 holders.
  • The largest TransDigm Group buyer in Q2 2024 was Brown Advisory, an estimated $277M added.
  • The largest TransDigm Group seller in Q2 2024 was BlackRock, an estimated $739M sold.

Based on aggregated 13F filings for Q2 2024.