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TransDigm Group

532 hedge funds and large institutions have $23.8B invested in TransDigm Group in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 194 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $285M | Put options by funds: $191M

36% more capital invested

Capital invested by funds: $17.5B → $23.8B (+$6.31B)

17% more funds holding in top 10

Funds holding in top 10: 2934 (+5)

16% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 86

2% more funds holding

Funds holding: 520532 (+12)

2.05% less ownership

Funds ownership: 101.55%99.5% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 194

Holders
532
Holders Change
+12
Holders Change %
+2.31%
% of All Funds
10.91%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.7%
New
100
Increased
170
Reduced
194
Closed
86
Calls
$285M
Puts
$191M
Net Calls
+$94.1M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$11.9M -$31.2M -82,519 -75%
AC
127
Athanor Capital
New York
$11.7M +$10M +26,464 New
Canada Life
128
Canada Life
Manitoba, Canada
$11.6M -$475K -1,255 -5%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$11.5M -$261K -690 -3%
AG
130
Aperio Group
California
$11.3M -$3.83M -10,112 -28%
UBS Group
131
UBS Group
Switzerland
$11.3M -$1.52M -4,025 -14%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$11.2M -$4.6M -12,163 -33%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$11M +$1.55M +4,100 +20%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$10.7M -$1.36M -3,593 -13%
TOPU
135
Trustees of Princeton University
New Jersey
$10.5M
Russell Investments Group
136
Russell Investments Group
United Kingdom
$10.4M -$18.6M -49,193 -68%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$10.2M -$423K -1,117 -5%
MRCP
138
Manor Road Capital Partners
New York
$9.95M -$10.4M -27,500 -55%
Victory Capital Management
139
Victory Capital Management
Texas
$9.89M -$8.7M -22,988 -51%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$9.51M -$12.8M -33,842 -61%
ORI
141
Oak Ridge Investments
Illinois
$9.46M -$146K -386 -2%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$9.37M -$574K -1,517 -7%
ACI
143
AMP Capital Investors
Australia
$9.32M +$896K +2,367 +13%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$9.16M +$1.11M +2,943 +15%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.53M -$647K -1,709 -8%
CWM
146
CIBC World Markets
New York
$8.51M +$5.91M +15,604 +428%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$8.49M -$133K -352 -2%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$8.48M -$764K -2,020 -10%
DIM
149
Delta Investment Management
California
$8.4M -$2.07M -5,473 -22%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$8.18M -$3.06M -8,096 -30%

TDG Hedge Fund Activity: Q2 2020 in Review

532 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2020, worth a combined $23.8B — up 36% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TDG positions and 86 closed out — a net gain of 14 holders — while 170 added to existing stakes and 194 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $392M. The largest seller was Capital Research Global Investors, cutting an estimated $727M.

  • 532 institutional investors held TransDigm Group (TDG) as of Q2 2020, up from 520 in Q1 2020.
  • Funds reported $23.8B of TransDigm Group stock for Q2 2020, up 36% quarter-over-quarter.
  • 100 funds opened new TransDigm Group positions in Q2 2020 and 86 closed out, a net change of +14 holders.
  • The largest TransDigm Group buyer in Q2 2020 was Vulcan Value Partners, an estimated $392M added.
  • The largest TransDigm Group seller in Q2 2020 was Capital Research Global Investors, an estimated $727M sold.

Based on aggregated 13F filings for Q2 2020.