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TransDigm Group
TDG

324 hedge funds and large institutions have $9.81B invested in TransDigm Group in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

10% more capital invested

Capital invested by funds: $8.89B → $9.81B (+$925M)

7% more funds holding

Funds holding: 304 → 324 (+20)

1.32% more ownership

Funds ownership: 100.39% → 101.72% (+1.3%)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

32% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $19M

Holders
324
Holders Change
+20
Holders Change %
+6.58%
% of All Funds
9.4%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
44
Increased
101
Reduced
123
Closed
23
Calls
$12.8M
Puts
$19M
Net Calls
-$6.12M
Net Calls Change
-$750K

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$144M
2
TP
Tesuji Partners
New Jersey
+$139M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$35.7M
4
Morgan Stanley
Morgan Stanley
New York
+$32.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$31.8M

Top Sellers

1
VAM
Vontobel Asset Management
New York
-$87.5M
2
MC
Maverick Capital
Texas
-$80M
3
Norges Bank
Norges Bank
Norway
-$64.6M
4
Citigroup
Citigroup
New York
-$46.9M
5
JHIU
Janus Henderson Investors US
Colorado
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$553M +$24.5M +137,010 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M +$28.7M +160,988 +6%
Capital World Investors
3
Capital World Investors
California
$533M +$17.2M +96,458 +3%
Morgan Stanley
4
Morgan Stanley
New York
$486M +$32.8M +183,679 +7%
Tiger Global Management
5
Tiger Global Management
New York
$470M – – –
PCM
6
Pennant Capital Management
New Jersey
$394M – – –
BP
7
Berkshire Partners
Massachusetts
$380M – – –
LPC
8
Lone Pine Capital
Connecticut
$329M +$144M +807,441 +82%
MC
9
Maverick Capital
Texas
$287M -$80M -448,200 -22%
Select Equity Group
10
Select Equity Group
New York
$252M +$140K +784 +0.1%
SP
11
Stockbridge Partners
Massachusetts
$246M – – –
BIT
12
BlackRock Institutional Trust
California
$224M -$4.61M -25,837 -2%
William Blair & Company
13
William Blair & Company
Illinois
$221M -$1.73M -9,677 -0.8%
CS
14
Credit Suisse
Switzerland
$177M -$15.6M -87,371 -8%
BAMCO Inc
15
BAMCO Inc
New York
$175M – – –
State Street
16
State Street
Massachusetts
$166M +$328K +1,835 +0.2%
JHIU
17
Janus Henderson Investors US
Colorado
$158M -$40M -223,890 -21%
TP
18
Tesuji Partners
New Jersey
$143M +$139M +777,119 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$135M +$24.2M +135,599 +23%
FCM
20
Farallon Capital Management
California
$124M -$27.3M -153,000 -19%
BBHC
21
Brown Brothers Harriman & Co
New York
$115M +$3.21K +18 +0%
MCMC
22
Matrix Capital Management Company
New Hampshire
$114M – – –
Jennison Associates
23
Jennison Associates
New York
$112M -$9.9M -55,458 -8%
ACM
24
Atlanta Capital Management
Georgia
$110M -$1.06M -5,923 -1%
TCIM
25
TIAA CREF Investment Management
New York
$110M +$10.5M +58,891 +11%
1
2 3 4 5

TDG Hedge Fund Activity: Q3 2014 in Review

324 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2014, worth a combined $9.81B — up 10% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TDG positions and 23 closed out — a net gain of 21 holders — while 101 added to existing stakes and 123 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $144M. The largest seller was Vontobel Asset Management, cutting an estimated $87.5M.

  • 324 institutional investors held TransDigm Group (TDG) as of Q3 2014, up from 304 in Q2 2014.
  • Funds reported $9.81B of TransDigm Group stock for Q3 2014, up 10% quarter-over-quarter.
  • 44 funds opened new TransDigm Group positions in Q3 2014 and 23 closed out, a net change of +21 holders.
  • The largest TransDigm Group buyer in Q3 2014 was Lone Pine Capital, an estimated $144M added.
  • The largest TransDigm Group seller in Q3 2014 was Vontobel Asset Management, an estimated $87.5M sold.

Based on aggregated 13F filings for Q3 2014.