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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 %
CCA
1001
Criterion Capital Advisors
Tennessee
$3.83K – – –
FG
1002
Fairman Group
Pennsylvania
$3.8K -$5.07K -4 -57%
EBA
1003
Eagle Bay Advisors
New York
$3.8K -$1.27K -1 -25%
WCM
1004
Westend Capital Management
California
$3.8K – – –
AP
1005
Aspect Partners
Virginia
$3.8K – – –
CFD
1006
Creative Financial Designs
Indiana
$3.8K – – –
TC
1007
Trust Company
Kansas
$3.8K – – –
NFSG
1008
Newbridge Financial Services Group
Florida
$3.8K +$3.8K +3 New
SIC
1009
SJS Investment Consulting
Ohio
$2.54K -$2.54K -2 -50%
HCP
1010
Hexagon Capital Partners
Arkansas
$2.54K -$1.27K -1 -33%
WWP
1011
WR Wealth Planners
Missouri
$2.54K – – –
FP
1012
Financial Perspectives
Minnesota
$2.54K – – –
MFT
1013
Moisand Fitzgerald Tamayo
Florida
$2.54K – – –
PWMG
1014
Prestige Wealth Management Group
New Jersey
$2.54K – – –
MAS
1015
MPWM Advisory Solutions
Georgia
$2.54K +$2.54K +2 New
PWA
1016
Principia Wealth Advisory
Texas
$2.54K +$2.54K +2 New
SN
1017
Sittner & Nelson
Oregon
$2.54K +$2.54K +2 New
CSWM
1018
Cassady Schiller Wealth Management
Ohio
$2.54K +$2.54K +2 New
CPL
1019
Capital & Planning LLC
Georgia
$2.54K +$2.54K +2 New
CPG
1020
Cornerstone Planning Group
New Jersey
$1.34K – – –
AP
1021
Atwood & Palmer
Missouri
$1.27K -$3.8K -3 -75%
KB
1022
Kimelman & Baird
New York
$1.27K – – –
WCM
1023
WealthTrak Capital Management
Virginia
$1.27K +$1.27K +1 New
BFPW
1024
BOK Financial Private Wealth
Colorado
$1.27K +$1.27K +1 New
LWANC
1025
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27K +$1.27K +1 New
39 40
41
42 43