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TransDigm Group

580 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

18% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 184

8% more capital invested

Capital invested by funds: $27.6B → $29.9B (+$2.26B)

6% more funds holding

Funds holding: 548580 (+32)

4% more call options, than puts

Call options by funds: $256M | Put options by funds: $247M

0.3% less ownership

Funds ownership: 99.71%99.41% (-0.3%)

Holders
580
Holders Change
+32
Holders Change %
+5.84%
% of All Funds
11.43%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.77%
New
90
Increased
217
Reduced
184
Closed
49
Calls
$256M
Puts
$247M
Net Calls
+$9.01M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.08B +$31.3M +57,125 +1%
Capital International Investors
2
Capital International Investors
California
$2.94B +$33.9M +61,927 +1%
BlackRock
3
BlackRock
New York
$2.11B -$29.9M -54,596 -1%
Capital World Investors
4
Capital World Investors
California
$1.59B +$111M +203,021 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.4B +$17.7M +32,413 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.27B +$161M +293,880 +15%
State Street
7
State Street
Massachusetts
$1.25B -$1.62M -2,955 -0.1%
Principal Financial Group
8
Principal Financial Group
Iowa
$1.23B -$10.6M -19,431 -0.9%
Tiger Global Management
9
Tiger Global Management
New York
$1.16B
LPC
10
Lone Pine Capital
Connecticut
$702M -$16.2M -29,630 -2%
SP
11
Stockbridge Partners
Massachusetts
$645M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$433M +$18.5M +33,741 +5%
ECU
13
Egerton Capital (UK)
United Kingdom
$396M -$30.8M -56,244 -7%
Invesco
14
Invesco
Georgia
$377M -$9.57M -17,483 -3%
N
15
Nuveen
North Carolina
$347M +$49.7M +90,804 +17%
MG
16
Meritage Group
California
$347M -$34.8M -63,615 -9%
MCMC
17
Matrix Capital Management Company
New Hampshire
$346M
WPL
18
WINDACRE PARTNERSHIP LLC
Texas
$338M -$147M -268,600 -31%
Select Equity Group
19
Select Equity Group
New York
$333M +$58.6K +107 +0%
AP
20
Altarock Partners
Florida
$328M
Northern Trust
21
Northern Trust
Illinois
$288M +$1.57M +2,869 +0.6%
JP Morgan Chase
22
JP Morgan Chase
New York
$262M -$20.9M -38,104 -8%
FAM
23
Fred Alger Management
New York
$245M +$97.3M +177,685 +69%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$243M +$114M +207,933 +92%
Norges Bank
25
Norges Bank
Norway
$227M

TDG Hedge Fund Activity: Q4 2019 in Review

580 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2019, worth a combined $29.9B — up 8.2% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TDG positions and 49 closed out — a net gain of 41 holders — while 217 added to existing stakes and 184 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $161M. The largest seller was Berkshire Partners, cutting an estimated $444M.

  • 580 institutional investors held TransDigm Group (TDG) as of Q4 2019, up from 548 in Q3 2019.
  • Funds reported $29.9B of TransDigm Group stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 90 funds opened new TransDigm Group positions in Q4 2019 and 49 closed out, a net change of +41 holders.
  • The largest TransDigm Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $161M added.
  • The largest TransDigm Group seller in Q4 2019 was Berkshire Partners, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2019.