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TransDigm Group
TDG

332 hedge funds and large institutions have $10.3B invested in TransDigm Group in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

2% more funds holding

Funds holding: 324 → 332 (+8)

5% more capital invested

Capital invested by funds: $9.81B → $10.3B (+$463M)

1.63% less ownership

Funds ownership: 101.72% → 100.09% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

95% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $130M

Holders
332
Holders Change
+8
Holders Change %
+2.47%
% of All Funds
8.86%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
37
Increased
113
Reduced
129
Closed
27
Calls
$6.37M
Puts
$130M
Net Calls
-$124M
Net Calls Change
-$118M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$125M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Renaissance Technologies
Renaissance Technologies
New York
+$71.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
+$49.2M
5
Capital World Investors
Capital World Investors
California
+$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
BP
Berkshire Partners
Massachusetts
-$130M
3
TCIM
TIAA CREF Investment Management
New York
-$56.4M
4
T
TOBAM
France
-$46.3M
5
PCM
Pennant Capital Management
New Jersey
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
151
Fred Alger Management
New York
$3.05M -$18.9K -100 -0.6%
PI
152
Placemark Investments
Illinois
$2.99M +$41.5K +220 +1%
IH
153
IFC Holdings
Florida
$2.99M +$5.66K +30 +0.2%
SAM
154
Symphony Asset Management
California
$2.96M +$676K +3,587 +31%
WA
155
Wasatch Advisors
Utah
$2.92M -$59.4K -315 -2%
TCM
156
Timpani Capital Management
Wisconsin
$2.91M +$22.6K +120 +0.8%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$2.87M +$360K +1,907 +15%
ACM
158
Atika Capital Management
New York
$2.78M +$18.9K +100 +0.7%
Nordea Investment Management
159
Nordea Investment Management
Sweden
$2.75M +$87.7K +465 +3%
GIBU
160
Gulf International Bank (UK)
United Kingdom
$2.75M – – –
WCBA
161
Weaver C. Barksdale & Associates
Tennessee
$2.57M – – –
AG
162
Aperio Group
California
$2.51M -$29.8K -158 -1%
CG
163
Colony Group
Massachusetts
$2.48M +$10.7K +57 +0.5%
DILH
164
Dai-ichi Life Holdings
Japan
$2.23M -$198K -1,048 -8%
WC
165
Weatherbie Capital
Massachusetts
$2.11M -$1.23M -6,518 -38%
FWIA
166
Fort Washington Investment Advisors
Ohio
$1.93M -$14.1K -75 -0.8%
Bessemer Group
167
Bessemer Group
New Jersey
$1.85M +$96.9K +514 +6%
IMS
168
Index Management Solutions
Pennsylvania
$1.85M +$158K +836 +10%
URS
169
Utah Retirement Systems
Utah
$1.82M – – –
Asset Management One
170
Asset Management One
Japan
$1.79M -$6.13M -32,510 -78%
AQR Capital Management
171
AQR Capital Management
Connecticut
$1.77M -$148K -785 -8%
BOC
172
Barbara Oil Co
Illinois
$1.77M – – –
SO
173
STRS Ohio
Ohio
$1.71M +$1.41M +7,473 +595%
BNP Paribas Asset Management
174
BNP Paribas Asset Management
France
$1.65M +$59K +313 +4%
M&T Bank
175
M&T Bank
New York
$1.59M +$468K +2,482 +44%
5 6
7
8 9

TDG Hedge Fund Activity: Q4 2014 in Review

332 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2014, worth a combined $10.3B — up 4.7% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TDG positions and 27 closed out — a net gain of 10 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 332 institutional investors held TransDigm Group (TDG) as of Q4 2014, up from 324 in Q3 2014.
  • Funds reported $10.3B of TransDigm Group stock for Q4 2014, up 4.7% quarter-over-quarter.
  • 37 funds opened new TransDigm Group positions in Q4 2014 and 27 closed out, a net change of +10 holders.
  • The largest TransDigm Group buyer in Q4 2014 was Lord, Abbett & Co, an estimated $125M added.
  • The largest TransDigm Group seller in Q4 2014 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2014.