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TransDigm Group
TDG

743 hedge funds and large institutions have $47.7B invested in TransDigm Group in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 263 increasing their positions, 245 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $38.8B → $47.7B (+$8.93B)

4% more funds holding

Funds holding: 717 → 743 (+26)

7% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 245

0.83% more ownership

Funds ownership: 96.51% → 97.34% (+0.83%)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-7)

58% less call options, than puts

Call options by funds: $158M | Put options by funds: $372M

Holders
743
Holders Change
+26
Holders Change %
+3.63%
% of All Funds
11.67%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.8%
New
88
Increased
263
Reduced
245
Closed
59
Calls
$158M
Puts
$372M
Net Calls
-$214M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$510M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$423M
3
Capital World Investors
Capital World Investors
California
+$265M
4
Norges Bank
Norges Bank
Norway
+$153M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$180M
2
Citadel Advisors
Citadel Advisors
Florida
-$156M
3
Millennium Management
Millennium Management
New York
-$101M
4
LPC
Lone Pine Capital
Connecticut
-$91.6M
5
XL
XN LP
New York
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
101
Millennium Management
New York
$43.6M -$101M -127,396 -72%
Alyeska Investment Group
102
Alyeska Investment Group
Illinois
$42.7M -$5.02M -6,343 -12%
ERSOT
103
Employees Retirement System of Texas
Texas
$42M +$8.7M +11,000 +31%
CC
104
Chicago Capital
Illinois
$41.9M +$1.5M +1,901 +4%
Stifel Financial
105
Stifel Financial
Missouri
$41.2M +$5.14M +6,498 +16%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$41M +$3.74M +4,726 +11%
SAM
107
Scopus Asset Management
New York
$40.9M +$9.11M +11,514 +34%
Prudential Financial
108
Prudential Financial
New Jersey
$40.7M +$276K +349 +0.8%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.3M +$5.92M +7,483 +21%
First Trust Advisors
110
First Trust Advisors
Illinois
$38.9M +$8.2M +10,371 +31%
ACM
111
Anabranch Capital Management
Connecticut
$38.7M – – –
AM
112
Ampfield Management
New York
$38.7M – – –
PI
113
Pennant Investors
New Jersey
$37.6M – – –
Citigroup
114
Citigroup
New York
$36.4M -$3.22M -4,075 -9%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$36.3M -$985K -1,245 -3%
MC
116
Maplelane Capital
New York
$35.7M +$31.6M +39,900 New
ECAM
117
East Coast Asset Management
Massachusetts
$35M -$7.68M -9,711 -20%
GIG
118
Goodnow Investment Group
Connecticut
$34.4M -$688K -870 -2%
AQR Capital Management
119
AQR Capital Management
Connecticut
$32.9M -$11.4M -14,414 -28%
CGIM
120
Capital Group Investment Management
Singapore
$32M – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$31.7M +$4.18M +5,285 +17%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$31.3M -$7.04M -8,900 -20%
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
$31.1M +$1.71M +2,156 +7%
MC
124
Minot Capital
Colorado
$29.8M – – –
SEI Investments
125
SEI Investments
Pennsylvania
$29.8M +$817K +1,033 +3%
3 4
5
6 7

TDG Hedge Fund Activity: Q2 2023 in Review

743 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2023, worth a combined $47.7B — up 23% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new TDG positions and 59 closed out — a net gain of 29 holders — while 263 added to existing stakes and 245 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $510M. The largest seller was Principal Financial Group, cutting an estimated $180M.

  • 743 institutional investors held TransDigm Group (TDG) as of Q2 2023, up from 717 in Q1 2023.
  • Funds reported $47.7B of TransDigm Group stock for Q2 2023, up 23% quarter-over-quarter.
  • 88 funds opened new TransDigm Group positions in Q2 2023 and 59 closed out, a net change of +29 holders.
  • The largest TransDigm Group buyer in Q2 2023 was JP Morgan Chase, an estimated $510M added.
  • The largest TransDigm Group seller in Q2 2023 was Principal Financial Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2023.