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TransDigm Group

514 hedge funds and large institutions have $20.1B invested in TransDigm Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

6% more funds holding

Funds holding: 484514 (+30)

5% more capital invested

Capital invested by funds: $19.1B → $20.1B (+$1.04B)

3.09% less ownership

Funds ownership: 105.82%102.73% (-3.1%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 182

11% less call options, than puts

Call options by funds: $145M | Put options by funds: $163M

Holders
514
Holders Change
+30
Holders Change %
+6.2%
% of All Funds
11.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.62%
New
65
Increased
163
Reduced
182
Closed
30
Calls
$145M
Puts
$163M
Net Calls
-$17.7M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$3.48M +9,678 +0.2%
Capital International Investors
2
Capital International Investors
California
$1.66B +$1.03B +2,849,039 +177%
BlackRock
3
BlackRock
New York
$1.55B +$2.41M +6,686 +0.2%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.03B -$12.4M -34,455 -1%
Capital World Investors
5
Capital World Investors
California
$1B -$957M -2,657,027 -50%
State Street
6
State Street
Massachusetts
$791M +$15.5M +43,182 +2%
Tiger Global Management
7
Tiger Global Management
New York
$687M -$213M -590,500 -24%
BP
8
Berkshire Partners
Massachusetts
$674M
SP
9
Stockbridge Partners
Massachusetts
$671M
LPC
10
Lone Pine Capital
Connecticut
$656M +$468K +1,300 +0.1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$597M -$103M -285,733 -15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$560M +$33M +91,575 +6%
SA
13
SPO Advisory
California
$417M +$26.5M +73,500 +7%
WPL
14
WINDACRE PARTNERSHIP LLC
Texas
$351M +$22.4M +62,300 +7%
Invesco
15
Invesco
Georgia
$249M +$7.01M +19,465 +3%
MCMC
16
Matrix Capital Management Company
New Hampshire
$230M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$211M +$7.82M +21,708 +4%
MG
18
Meritage Group
California
$206M +$3.96M +11,009 +2%
AP
19
Altarock Partners
Florida
$199M
TP
20
Tesuji Partners
New Jersey
$197M -$79.2M -220,101 -29%
Northern Trust
21
Northern Trust
Illinois
$186M -$2.54M -7,059 -1%
WCM
22
Wedge Capital Management
North Carolina
$179M -$14.7M -40,788 -8%
Select Equity Group
23
Select Equity Group
New York
$166M -$17.4M -48,284 -10%
Norges Bank
24
Norges Bank
Norway
$161M +$973K +2,703 +0.6%
AIM
25
Allen Investment Management
New York
$160M +$1.36M +3,789 +0.9%

TDG Hedge Fund Activity: Q3 2018 in Review

514 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2018, worth a combined $20.1B — up 5.4% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TDG positions and 30 closed out — a net gain of 35 holders — while 163 added to existing stakes and 182 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.03B. The largest seller was Capital World Investors, cutting an estimated $957M.

  • 514 institutional investors held TransDigm Group (TDG) as of Q3 2018, up from 484 in Q2 2018.
  • Funds reported $20.1B of TransDigm Group stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 65 funds opened new TransDigm Group positions in Q3 2018 and 30 closed out, a net change of +35 holders.
  • The largest TransDigm Group buyer in Q3 2018 was Capital International Investors, an estimated $1.03B added.
  • The largest TransDigm Group seller in Q3 2018 was Capital World Investors, an estimated $957M sold.

Based on aggregated 13F filings for Q3 2018.