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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
FG
976
Fairman Group
Pennsylvania
$9.99K
SS
977
Sunbelt Securities
Texas
$8.61K
BHWM
978
Beaird Harris Wealth Management
Texas
$8.56K
GEA
979
Glen Eagle Advisors
New Jersey
$8.56K
CT
980
Colonial Trust
South Carolina
$8.24K +$1.3K +1 +20%
SFA
981
Semmax Financial Advisors
North Carolina
$8.13K
PCM
982
Penserra Capital Management
California
$8K
CA
983
Continuum Advisory
Idaho
$7.63K -$9.1K -7 -54%
CWC
984
Carolinas Wealth Consulting
North Carolina
$7.14K +$1.3K +1 +25%
CWM
985
Cranbrook Wealth Management
Michigan
$7.14K +$6.5K +5 New
EB
986
Eastern Bank
Massachusetts
$7.14K +$6.5K +5 New
HWA
987
Heritage Wealth Advisors
Virginia
$7.14K +$6.5K +5 New
CAL
988
Capital Analysts LLC
Pennsylvania
$6K +$5.2K +4 New
SIC
989
SJS Investment Consulting
Ohio
$5.71K
OC
990
Oakworth Capital
Alabama
$5.71K -$33.8K -26 -87%
APC
991
Aspire Private Capital
North Carolina
$5.71K
EBA
992
Eagle Bay Advisors
New York
$5.71K +$1.3K +1 +33%
AP
993
Atwood & Palmer
Missouri
$5.71K +$3.9K +3 +300%
AWM
994
Activest Wealth Management
Florida
$5.71K +$5.2K +4 New
CWP
995
Concord Wealth Partners
Virginia
$5.71K +$5.2K +4 New
RWM
996
Reston Wealth Management
Virginia
$5.71K +$5.2K +4 New
TWD
997
True Wealth Design
Ohio
$4.28K +$1.3K +1 +50%
HCP
998
Hexagon Capital Partners
Arkansas
$4.28K -$5.2K -4 -57%
AP
999
Aspect Partners
Virginia
$4.28K
ACA
1000
Atlas Capital Advisors
Wyoming
$4.28K

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.