TransDigm Group
TDG
425 hedge funds and large institutions have $13.9B invested in TransDigm Group in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 149 reducing their positions, and 49 closing their positions.
45% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 49
3% more funds holding
Funds holding: 412 → 425 (+13)
2.52% more ownership
Funds ownership: 102.2% → 104.71% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 149
12% less capital invested
Capital invested by funds: $15.7B → $13.9B (-$1.82B)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
39% less call options, than puts
Call options by funds: $82.2M | Put options by funds: $136M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$197M |
| 2 |
JP
Jana Partners
New York
|
+$153M |
| 3 |
Tiger Global Management
New York
|
+$113M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$86.6M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$72.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$231M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$151M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 4 |
TP
Tesuji Partners
Fort Lee,
New Jersey
|
-$91.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$68.7M |
TDG Hedge Fund Activity: Q4 2016 in Review
425 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2016, worth a combined $13.9B — down 12% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new TDG positions and 49 closed out — a net gain of 22 holders — while 163 added to existing stakes and 149 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $197M. The largest seller was Third Point, cutting an estimated $231M.
- 425 institutional investors held TransDigm Group (TDG) as of Q4 2016, up from 412 in Q3 2016.
- Funds reported $13.9B of TransDigm Group stock for Q4 2016, down 12% quarter-over-quarter.
- 71 funds opened new TransDigm Group positions in Q4 2016 and 49 closed out, a net change of +22 holders.
- The largest TransDigm Group buyer in Q4 2016 was Morgan Stanley, an estimated $197M added.
- The largest TransDigm Group seller in Q4 2016 was Third Point, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2016.