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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$713M +$119M +632,416 +21%
Capital World Investors
2
Capital World Investors
California
$609M +$40.3M +213,542 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$584M +$16.3M +86,520 +3%
Tiger Global Management
4
Tiger Global Management
New York
$499M -$957K -5,076 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$381M -$132M -698,184 -26%
PCM
6
Pennant Capital Management
New Jersey
$373M -$45.3M -240,000 -11%
LPC
7
Lone Pine Capital
Connecticut
$351M – – –
MC
8
Maverick Capital
Texas
$281M -$23.3M -123,770 -8%
BP
9
Berkshire Partners
Massachusetts
$270M -$130M -688,005 -33%
Select Equity Group
10
Select Equity Group
New York
$269M +$1.23M +6,549 +0.5%
SP
11
Stockbridge Partners
Massachusetts
$262M – – –
BIT
12
BlackRock Institutional Trust
California
$244M +$4.53M +24,034 +2%
William Blair & Company
13
William Blair & Company
Illinois
$205M -$29.1M -154,216 -13%
State Street
14
State Street
Massachusetts
$197M +$20M +105,857 +12%
CS
15
Credit Suisse
Switzerland
$185M -$3.39M -17,983 -2%
BAMCO Inc
16
BAMCO Inc
New York
$172M -$14.1M -75,000 -8%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$157M +$125M +664,638 +493%
TP
18
Tesuji Partners
New Jersey
$153M – – –
Wellington Management Group
19
Wellington Management Group
Massachusetts
$138M -$5.55M -29,458 -4%
Principal Financial Group
20
Principal Financial Group
Iowa
$129M +$12.2M +64,626 +11%
BBHC
21
Brown Brothers Harriman & Co
New York
$122M +$13.2K +70 +0%
JHIU
22
Janus Henderson Investors US
Colorado
$121M -$45.2M -239,686 -28%
MCMC
23
Matrix Capital Management Company
New Hampshire
$121M – – –
WIM
24
Weitz Investment Management
Nebraska
$118M +$1.78M +9,459 +2%
FCM
25
Farallon Capital Management
California
$114M -$17.2M -91,000 -14%
1
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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.