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TransDigm Group
TDG

520 hedge funds and large institutions have $17.5B invested in TransDigm Group in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 170 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 170

2.15% more ownership

Funds ownership: 99.41% → 101.55% (+2.1%)

10% less funds holding

Funds holding: 580 → 520 (-60)

26% less funds holding in top 10

Funds holding in top 10: 39 → 29 (-10)

39% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 138

40% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $164M

42% less capital invested

Capital invested by funds: $29.9B → $17.5B (-$12.4B)

Holders
520
Holders Change
-60
Holders Change %
-10.34%
% of All Funds
11.46%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.64%
New
84
Increased
214
Reduced
170
Closed
138
Calls
$98.1M
Puts
$164M
Net Calls
-$65.9M
Net Calls Change
-$74.9M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$903M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
3
ACM
Abrams Capital Management
Massachusetts
+$294M
4
BP
Berkshire Partners
Massachusetts
+$277M
5
AP
Altarock Partners
Florida
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$820M
2
ECU
Egerton Capital (UK)
United Kingdom
-$396M
3
Capital World Investors
Capital World Investors
California
-$368M
4
LPC
Lone Pine Capital
Connecticut
-$261M
5
Tiger Global Management
Tiger Global Management
New York
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
176
Cubist Systematic Strategies
Connecticut
$3.13M +$3.88M +7,127 +271%
URS
177
Utah Retirement Systems
Utah
$3.05M +$54.5K +100 +1%
CC
178
Cowbird Capital
New York
$3.04M +$5.17M +9,488 New
NOCM
179
Night Owl Capital Management
Connecticut
$3.02M +$5.14M +9,432 New
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$2.99M +$8.17K +15 +0.2%
DWA
181
Dorsey Wright & Associates
California
$2.98M +$5.08M +9,320 New
CIS
182
Capital International Sarl
California
$2.95M -$1.15M -2,120 -19%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$2.93M +$107K +196 +2%
TPSF
184
Texas Permanent School Fund
Texas
$2.88M +$90.4K +166 +2%
AAM
185
Advisors Asset Management
Colorado
$2.81M -$405K -743 -8%
AIM
186
Aigen Investment Management
New York
$2.79M +$4.75M +8,711 New
UCFA
187
United Capital Financial Advisors
Texas
$2.78M +$543K +997 +13%
ASRS
188
Arizona State Retirement System
Arizona
$2.77M -$374K -686 -7%
Nomura Asset Management
189
Nomura Asset Management
Japan
$2.76M +$368K +675 +9%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$2.75M +$215K +394 +5%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$2.64M -$1.42M -2,610 -24%
Squarepoint
192
Squarepoint
New York
$2.62M +$4.46M +8,195 New
AB
193
Amalgamated Bank
New York
$2.62M – – –
Capstone Investment Advisors
194
Capstone Investment Advisors
New York
$2.59M +$4.41M +8,099 New
Bank of Nova Scotia
195
Bank of Nova Scotia
Ontario, Canada
$2.59M -$2.27M -4,162 -34%
CB
196
Commerce Bank
Missouri
$2.59M +$756K +1,388 +21%
Capital Fund Management (CFM)
197
Capital Fund Management (CFM)
France
$2.58M +$4.39M +8,059 New
Two Sigma Investments
198
Two Sigma Investments
New York
$2.38M -$2.45M -4,500 -38%
FCM
199
Fairbanks Capital Management
California
$2.33M +$3.13M +5,748 +375%
M&T Bank
200
M&T Bank
New York
$2.29M +$752K +1,381 +24%
6 7
8
9 10

TDG Hedge Fund Activity: Q1 2020 in Review

520 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2020, worth a combined $17.5B — down 42% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TDG and 84 opened new positions — a net loss of 54 holders — while 170 trimmed existing stakes and 214 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $903M. The largest seller was Fidelity Investments, cutting an estimated $820M.

  • 520 institutional investors held TransDigm Group (TDG) as of Q1 2020, down from 580 in Q4 2019.
  • Funds reported $17.5B of TransDigm Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 84 funds opened new TransDigm Group positions in Q1 2020 and 138 closed out, a net change of -54 holders.
  • The largest TransDigm Group buyer in Q1 2020 was WINDACRE PARTNERSHIP LLC, an estimated $903M added.
  • The largest TransDigm Group seller in Q1 2020 was Fidelity Investments, an estimated $820M sold.

Based on aggregated 13F filings for Q1 2020.