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TransDigm Group
TDG

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: 1,001 → 1,025 (+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: 51 → 47 (-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

Top Buyers

Rank Fund Capital Flow
1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$283M
2
Morgan Stanley
Morgan Stanley
New York
+$233M
3
JP Morgan Chase
JP Morgan Chase
New York
+$225M
4
Capital World Investors
Capital World Investors
California
+$130M
5
IIP
Intermede Investment Partners
United Kingdom
+$128M

Top Sellers

Rank Fund Capital Flow
1
MCMC
Matrix Capital Management Company
New Hampshire
-$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
3
APG Asset Management
APG Asset Management
Netherlands
-$172M
4
Invesco
Invesco
Georgia
-$164M
5
Millennium Management
Millennium Management
New York
-$98.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1001
Clear Investment Research
Georgia
$4.28K – – –
CFD
1002
Creative Financial Designs
Indiana
$4.28K – – –
WCM
1003
Westend Capital Management
California
$4.28K – – –
GAG
1004
Goodman Advisory Group
Massachusetts
$4.28K +$3.9K +3 New
TC
1005
Trust Company
Kansas
$4.28K +$3.9K +3 New
CAS
1006
Coppell Advisory Solutions
Texas
$4.21K -$18.2K -14 -82%
CCA
1007
Criterion Capital Advisors
Tennessee
$3.83K – – –
MFT
1008
Moisand Fitzgerald Tamayo
Florida
$2.85K – – –
PWMG
1009
Prestige Wealth Management Group
New Jersey
$2.85K – – –
VWA
1010
Valued Wealth Advisors
Utah
$2.85K +$2.6K +2 New
RS
1011
Rakuten Securities
Japan
$2.85K -$19.5K -15 -88%
CFB
1012
Cullen/Frost Bankers
Texas
$2.85K – – –
FP
1013
Financial Perspectives
Minnesota
$2.85K – – –
WWP
1014
WR Wealth Planners
Missouri
$2.85K – – –
HWP
1015
Highline Wealth Partners
California
$2.85K +$1.3K +1 +100%
FNWA
1016
Financial Network Wealth Advisors
Utah
$2.85K +$2.6K +2 New
IBOK
1017
Independence Bank of Kentucky
Kentucky
$2.85K +$2.6K +2 New
KB
1018
Kimelman & Baird
New York
$1.43K – – –
MA
1019
MCF Advisors
Kentucky
$1.43K – – –
RWM
1020
Ruedi Wealth Management
Illinois
$1.43K – – –
SFCL
1021
Strengthening Families & Communities LLC
Massachusetts
$1.43K – – –
CPG
1022
Cornerstone Planning Group
New Jersey
$1.34K +$1.3K +1 New
CAM
1023
ClariVest Asset Management
California
$1.29K – – –
VNA
1024
Valley National Advisers
Pennsylvania
$1K -$135K -104 -99%
AFS
1025
Annapolis Financial Services
Maryland
$357 – – –
39 40
41
42 43

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.