TransDigm Group
372 hedge funds and large institutions have $12.2B invested in TransDigm Group in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 121 reducing their positions, and 44 closing their positions.
25% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 44
17% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 121
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
6% more capital invested
Capital invested by funds: $11.5B → $12.2B (+$724M)
2% more funds holding
Funds holding: 363 → 372 (+9)
1% less call options, than puts
Call options by funds: $8.06M | Put options by funds: $8.16M
1.44% less ownership
Funds ownership: 100.95% → 99.51% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$135M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$104M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$97M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$45.4M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$526M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$113M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$57.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$56.5M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
-$49.4M |
TDG Hedge Fund Activity: Q4 2015 in Review
372 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2015, worth a combined $12.2B — up 6.3% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new TDG positions and 44 closed out — a net gain of 11 holders — while 142 added to existing stakes and 121 trimmed.
The largest buyer was UBS AM, adding an estimated $135M. The largest seller was Fidelity Investments, cutting an estimated $526M.
- 372 institutional investors held TransDigm Group (TDG) as of Q4 2015, up from 363 in Q3 2015.
- Funds reported $12.2B of TransDigm Group stock for Q4 2015, up 6.3% quarter-over-quarter.
- 55 funds opened new TransDigm Group positions in Q4 2015 and 44 closed out, a net change of +11 holders.
- The largest TransDigm Group buyer in Q4 2015 was UBS AM, an estimated $135M added.
- The largest TransDigm Group seller in Q4 2015 was Fidelity Investments, an estimated $526M sold.
Based on aggregated 13F filings for Q4 2015.