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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 %
CWM
976
Cedar Wealth Management
California
$8.87K – – –
DPW
977
DiNuzzo Private Wealth
Pennsylvania
$8.87K – – –
FA
978
Fedenia Advisers
Wisconsin
$8.87K +$8.87K +7 New
SFA
979
Semmax Financial Advisors
North Carolina
$8.02K – – –
AW
980
Avion Wealth
Texas
$8K -$1.14K -1 -13%
SS
981
Sunbelt Securities
Texas
$7.8K – – –
BHWM
982
Beaird Harris Wealth Management
Texas
$7.6K – – –
GEA
983
Glen Eagle Advisors
New Jersey
$7.6K – – –
CA
984
Continuum Advisory
Idaho
$7.6K – – –
HWA
985
Heritage Wealth Advisors
Virginia
$7.6K +$1.27K +1 +20%
AEPWM
986
Atlantic Edge Private Wealth Management
Florida
$7.6K +$7.6K +6 New
CWM
987
Cranbrook Wealth Management
Michigan
$6.34K – – –
HI
988
Hoey Investments
Pennsylvania
$6.34K +$6.34K +5 New
HWP
989
Highline Wealth Partners
California
$6.34K +$3.8K +3 +150%
LIS
990
Legacy Investment Solutions
Idaho
$5.31K +$5.31K +4 New
LWMI
991
Legacy Wealth Management (Idaho)
Idaho
$5.31K +$5.31K +4 New
CAS
992
Coppell Advisory Solutions
Texas
$5.12K +$1.28K +1 +33%
CWC
993
Carolinas Wealth Consulting
North Carolina
$5.07K -$1.27K -1 -20%
PWMG
994
Private Wealth Management Group
New Jersey
$5.07K +$5.07K +4 New
RFS
995
Richardson Financial Services
Massachusetts
$5.07K -$6.34K -5 -56%
CWP
996
Concord Wealth Partners
Virginia
$5.07K – – –
PPA
997
Painted Porch Advisors
California
$5.07K +$5.07K +4 New
RFA
998
Reyes Financial Architecture
California
$5.07K +$5.07K +4 New
NC
999
NewSquare Capital
Pennsylvania
$5.07K +$5.07K +4 New
TWD
1000
True Wealth Design
Ohio
$4.84K +$1.21K +1 +33%
38 39
40
41 42