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TransDigm Group

487 hedge funds and large institutions have $18.4B invested in TransDigm Group in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.25% more ownership

Funds ownership: 102.73%102.98% (+0.25%)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

5% less funds holding

Funds holding: 514487 (-27)

8% less capital invested

Capital invested by funds: $20.1B → $18.4B (-$1.67B)

17% less call options, than puts

Call options by funds: $151M | Put options by funds: $181M

25% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 79

Holders
487
Holders Change
-27
Holders Change %
-5.25%
% of All Funds
10.85%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.67%
New
59
Increased
167
Reduced
182
Closed
79
Calls
$151M
Puts
$181M
Net Calls
-$30M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.82B +$312M +909,280 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B +$38.1M +110,952 +2%
BlackRock
3
BlackRock
New York
$1.24B -$184M -536,302 -13%
Capital World Investors
4
Capital World Investors
California
$947M +$31.2M +91,000 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$913M -$26.3M -76,780 -3%
State Street
6
State Street
Massachusetts
$710M -$12.7M -37,104 -2%
Tiger Global Management
7
Tiger Global Management
New York
$703M +$76.2M +222,000 +12%
BP
8
Berkshire Partners
Massachusetts
$616M
SP
9
Stockbridge Partners
Massachusetts
$613M
Capital Research Global Investors
10
Capital Research Global Investors
California
$569M +$23.7M +68,990 +4%
WPL
11
WINDACRE PARTNERSHIP LLC
Texas
$555M +$236M +688,700 +73%
LPC
12
Lone Pine Capital
Connecticut
$518M -$82.6M -240,593 -14%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$498M -$13.5M -39,222 -3%
SA
14
SPO Advisory
California
$333M -$48M -139,800 -12%
Invesco
15
Invesco
Georgia
$238M +$10.1M +29,448 +4%
MG
16
Meritage Group
California
$230M +$42.1M +122,627 +22%
AP
17
Altarock Partners
Florida
$218M +$37.1M +108,054 +20%
MCMC
18
Matrix Capital Management Company
New Hampshire
$210M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$206M +$13.3M +38,741 +7%
Select Equity Group
20
Select Equity Group
New York
$206M +$54.7M +159,419 +36%
Northern Trust
21
Northern Trust
Illinois
$176M +$6.45M +18,796 +4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$158M +$84.3M +245,807 +112%
Norges Bank
23
Norges Bank
Norway
$146M -$1.1M -3,219 -0.7%
CRCM
24
Cat Rock Capital Management
Connecticut
$143M +$36.3M +105,706 +33%
WCM
25
Wedge Capital Management
North Carolina
$138M -$25.5M -74,318 -15%

TDG Hedge Fund Activity: Q4 2018 in Review

487 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2018, worth a combined $18.4B — down 8.3% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of TDG and 59 opened new positions — a net loss of 20 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was Capital International Investors, adding an estimated $312M. The largest seller was BlackRock, cutting an estimated $184M.

  • 487 institutional investors held TransDigm Group (TDG) as of Q4 2018, down from 514 in Q3 2018.
  • Funds reported $18.4B of TransDigm Group stock for Q4 2018, down 8.3% quarter-over-quarter.
  • 59 funds opened new TransDigm Group positions in Q4 2018 and 79 closed out, a net change of -20 holders.
  • The largest TransDigm Group buyer in Q4 2018 was Capital International Investors, an estimated $312M added.
  • The largest TransDigm Group seller in Q4 2018 was BlackRock, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2018.