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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
MYAM
176
Meiji Yasuda Asset Management
Japan
$1.54M -$542K -2,873 -27%
SAM
177
Shell Asset Management
Netherlands
$1.53M -$164K -871 -10%
Citadel Advisors
178
Citadel Advisors
Florida
$1.47M +$544K +2,885 +63%
BA
179
BlackRock Advisors
Delaware
$1.43M -$18.7K -99 -1%
LS
180
Livforsakringsbolaget Skandia
Sweden
$1.43M – – –
ARC
181
Absolute Return Capital
Massachusetts
$1.4M +$495K +2,624 +58%
KeyBank National Association
182
KeyBank National Association
Ohio
$1.38M -$37.5K -199 -3%
ARTA
183
A.R.T. Advisors
New York
$1.38M -$2.04M -10,830 -61%
GH
184
GAM Holding
Switzerland
$1.37M +$1.89K +10 +0.1%
SG Americas Securities
185
SG Americas Securities
New York
$1.36M -$425K -2,252 -24%
Barclays
186
Barclays
United Kingdom
$1.33M -$267K -1,418 -17%
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$1.32M -$204K -1,081 -14%
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$1.29M +$94.3K +500 +8%
SAA
189
Southeast Asset Advisors
Georgia
$1.18M – – –
PG
190
PEAK6 Group
Illinois
$1.18M -$1.06M -5,625 -48%
MAM
191
Mizuho Asset Management
Japan
$1.14M +$1.06M +5,620 +2,974%
Nomura Asset Management
192
Nomura Asset Management
Japan
$1.12M – – –
CC
193
CQS Cayman
Cayman Islands
$1.1M +$1.06M +5,615 New
SW
194
SVB Wealth
Massachusetts
$1.08M +$1.03M +5,486 New
US Bancorp
195
US Bancorp
Minnesota
$1.06M -$160K -846 -14%
AAF
196
Andra AP-fonden
Sweden
$1.04M +$999K +5,300 New
JIM
197
Jupiter Investment Management
United Kingdom
$1.04M +$396K +2,100 +66%
TIAAOA
198
Teachers Insurance & Annuity Association of America
New York
$1.03M +$988K +5,241 New
American Century Companies
199
American Century Companies
Missouri
$1.02M -$1.44M -7,658 -59%
AC
200
Ascend Capital
California
$985K -$9.24K -49 -1%
6 7
8
9 10

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.