TransDigm Group
TDG
412 hedge funds and large institutions have $15.7B invested in TransDigm Group in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 182 reducing their positions, and 30 closing their positions.
386% more call options, than puts
Call options by funds: $70M | Put options by funds: $14.4M
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
7% more capital invested
Capital invested by funds: $14.8B → $15.7B (+$983M)
2% more funds holding
Funds holding: 402 → 412 (+10)
3.38% less ownership
Funds ownership: 105.57% → 102.2% (-3.4%)
10% less funds holding in top 10
Funds holding in top 10: 30 → 27 (-3)
34% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$232M |
| 2 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$31.8M |
| 3 |
Jennison Associates
New York
|
+$16.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$16.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$161M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$95.6M |
| 3 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$64.6M |
| 4 |
HP
Hound Partners
New York
|
-$43.5M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$36.4M |
TDG Hedge Fund Activity: Q3 2016 in Review
412 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2016, worth a combined $15.7B — up 6.7% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new TDG positions and 30 closed out — a net gain of 12 holders — while 121 added to existing stakes and 182 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Bain Capital Public Equity Management, exiting entirely with an estimated $161M sold.
- 412 institutional investors held TransDigm Group (TDG) as of Q3 2016, up from 402 in Q2 2016.
- Funds reported $15.7B of TransDigm Group stock for Q3 2016, up 6.7% quarter-over-quarter.
- 42 funds opened new TransDigm Group positions in Q3 2016 and 30 closed out, a net change of +12 holders.
- The largest TransDigm Group buyer in Q3 2016 was Fidelity Investments, an estimated $232M added.
- The largest TransDigm Group seller in Q3 2016 was Bain Capital Public Equity Management, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2016.