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TransDigm Group

455 hedge funds and large institutions have $17.3B invested in TransDigm Group in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

38% more call options, than puts

Call options by funds: $133M | Put options by funds: $96.1M

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

8% more capital invested

Capital invested by funds: $16B → $17.3B (+$1.35B)

5% more funds holding

Funds holding: 434455 (+21)

3.76% less ownership

Funds ownership: 112%108.24% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 163

Holders
455
Holders Change
+21
Holders Change %
+4.84%
% of All Funds
10.43%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
58
Increased
145
Reduced
163
Closed
32
Calls
$133M
Puts
$96.1M
Net Calls
+$36.9M
Net Calls Change
+$70M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.64B -$30.3M -103,000 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.53B +$21.4M +72,735 +1%
BlackRock
3
BlackRock
New York
$1.29B +$17.4M +58,970 +1%
Principal Financial Group
4
Principal Financial Group
Iowa
$869M +$6.2M +21,036 +0.7%
Tiger Global Management
5
Tiger Global Management
New York
$849M +$249M +845,895 +44%
State Street
6
State Street
Massachusetts
$652M -$12.8M -43,595 -2%
BP
7
Berkshire Partners
Massachusetts
$556M
SP
8
Stockbridge Partners
Massachusetts
$553M
Capital Research Global Investors
9
Capital Research Global Investors
California
$549M +$6.75M +22,908 +1%
Capital International Investors
10
Capital International Investors
California
$492M +$1.52M +5,169 +0.3%
LPC
11
Lone Pine Capital
Connecticut
$433M
Viking Global Investors
12
Viking Global Investors
Connecticut
$322M +$140M +473,641 +82%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$318M +$38.3M +130,128 +14%
SA
14
SPO Advisory
California
$275M +$264M +894,700 New
WPL
15
WINDACRE PARTNERSHIP LLC
Texas
$251M -$20M -68,000 -8%
TP
16
Tesuji Partners
New Jersey
$230M
Goldman Sachs
17
Goldman Sachs
New York
$203M +$10M +34,056 +5%
MCMC
18
Matrix Capital Management Company
New Hampshire
$190M -$29.5M -100,000 -14%
WCM
19
Wedge Capital Management
North Carolina
$185M -$23.6M -80,216 -12%
MG
20
Meritage Group
California
$165M +$99.6K +338 +0.1%
AP
21
Altarock Partners
Florida
$164M -$13.3M -45,100 -8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$161M +$10.3M +35,032 +7%
Northern Trust
23
Northern Trust
Illinois
$156M -$4.23M -14,354 -3%
Select Equity Group
24
Select Equity Group
New York
$155M -$11.1M -37,596 -7%
DCP
25
Darsana Capital Partners
New York
$138M

TDG Hedge Fund Activity: Q1 2018 in Review

455 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2018, worth a combined $17.3B — up 8.5% from $16B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TDG positions and 32 closed out — a net gain of 26 holders — while 145 added to existing stakes and 163 trimmed.

The largest buyer was SPO Advisory, opening a new position worth an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $833M.

  • 455 institutional investors held TransDigm Group (TDG) as of Q1 2018, up from 434 in Q4 2017.
  • Funds reported $17.3B of TransDigm Group stock for Q1 2018, up 8.5% quarter-over-quarter.
  • 58 funds opened new TransDigm Group positions in Q1 2018 and 32 closed out, a net change of +26 holders.
  • The largest TransDigm Group buyer in Q1 2018 was SPO Advisory, an estimated $264M added.
  • The largest TransDigm Group seller in Q1 2018 was Morgan Stanley, an estimated $833M sold.

Based on aggregated 13F filings for Q1 2018.