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TransDigm Group
TDG

297 hedge funds and large institutions have $8.51B invested in TransDigm Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

26% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $4.25M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

20% more capital invested

Capital invested by funds: $7.09B → $8.51B (+$1.42B)

3.41% more ownership

Funds ownership: 97.23% → 100.64% (+3.4%)

3% more funds holding

Funds holding: 289 → 297 (+8)

14% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 111

Holders
297
Holders Change
+8
Holders Change %
+2.77%
% of All Funds
8.62%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.55%
New
53
Increased
95
Reduced
111
Closed
44
Calls
$5.36M
Puts
$4.25M
Net Calls
+$1.11M
Net Calls Change
+$11M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Tiger Global Management
Tiger Global Management
New York
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$122M
4
State Street
State Street
Massachusetts
+$89.5M
5
VAM
Vontobel Asset Management
New York
+$79.2M

Top Sellers

1
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$114M
2
American Century Companies
American Century Companies
Missouri
-$88M
3
Jennison Associates
Jennison Associates
New York
-$85.5M
4
Capital World Investors
Capital World Investors
California
-$81.7M
5
SCA
SAC Capital Advisors
Connecticut
-$81.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1
Berkshire Partners
Massachusetts
$499M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$464M +$142M +950,240 +49%
LPC
3
Lone Pine Capital
Connecticut
$446M +$31.7M +212,419 +8%
Tiger Global Management
4
Tiger Global Management
New York
$422M +$123M +822,972 +46%
Vanguard Group
5
Vanguard Group
Pennsylvania
$417M +$15.2M +101,830 +4%
PCM
6
Pennant Capital Management
New Jersey
$366M +$22.6M +151,500 +7%
MC
7
Maverick Capital
Texas
$287M -$2.02M -13,519 -0.8%
State Street
8
State Street
Massachusetts
$241M +$89.5M +600,228 +67%
William Blair & Company
9
William Blair & Company
Illinois
$217M +$16.4M +109,808 +9%
JHIU
10
Janus Henderson Investors US
Colorado
$215M +$42.8M +287,440 +27%
BIT
11
BlackRock Institutional Trust
California
$207M +$2.78M +18,664 +1%
Select Equity Group
12
Select Equity Group
New York
$207M +$35.5M +238,239 +23%
Morgan Stanley
13
Morgan Stanley
New York
$192M +$122M +819,745 +221%
FCM
14
Farallon Capital Management
California
$172M -$15.3M -102,500 -9%
SP
15
Stockbridge Partners
Massachusetts
$168M – – –
BAMCO Inc
16
BAMCO Inc
New York
$161M – – –
Deutsche Bank
17
Deutsche Bank
Germany
$146M +$73.8M +495,173 +121%
CS
18
Credit Suisse
Switzerland
$143M -$16M -107,122 -11%
TCM
19
TimesSquare Capital Management
New York
$135M +$8.82M +59,150 +8%
WCM
20
Wedge Capital Management
North Carolina
$131M +$31.6M +212,152 +35%
Jennison Associates
21
Jennison Associates
New York
$111M -$85.5M -573,786 -45%
SC
22
Sculptor Capital
New York
$105M +$4.45M +29,880 +5%
BBHC
23
Brown Brothers Harriman & Co
New York
$99.5M – – –
MCMC
24
Matrix Capital Management Company
New Hampshire
$99.5M – – –
ACM
25
Atlanta Capital Management
Georgia
$98.9M +$21.2M +142,512 +30%
1
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TDG Hedge Fund Activity: Q4 2013 in Review

297 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2013, worth a combined $8.51B — up 20% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TDG positions and 44 closed out — a net gain of 9 holders — while 95 added to existing stakes and 111 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Bain Capital Public Equity Management, exiting entirely with an estimated $114M sold.

  • 297 institutional investors held TransDigm Group (TDG) as of Q4 2013, up from 289 in Q3 2013.
  • Funds reported $8.51B of TransDigm Group stock for Q4 2013, up 20% quarter-over-quarter.
  • 53 funds opened new TransDigm Group positions in Q4 2013 and 44 closed out, a net change of +9 holders.
  • The largest TransDigm Group buyer in Q4 2013 was Fidelity Investments, an estimated $142M added.
  • The largest TransDigm Group seller in Q4 2013 was Bain Capital Public Equity Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2013.