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TransDigm Group

861 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $44.8B → $55.1B (+$10.4B)

14% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 264

13% more funds holding

Funds holding: 765861 (+96)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

2.72% more ownership

Funds ownership: 96.22%98.93% (+2.7%)

32% less call options, than puts

Call options by funds: $138M | Put options by funds: $201M

Holders
861
Holders Change
+96
Holders Change %
+12.55%
% of All Funds
12.55%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
155
Increased
301
Reduced
264
Closed
50
Calls
$138M
Puts
$201M
Net Calls
-$63.4M
Net Calls Change
+$89.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$6.64B -$959K -1,040 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.06B +$79.2M +85,826 +1%
BlackRock
3
BlackRock
New York
$4.55B -$126M -136,765 -3%
Capital World Investors
4
Capital World Investors
California
$3.13B +$111M +120,058 +4%
Principal Financial Group
5
Principal Financial Group
Iowa
$2.4B -$101M -109,346 -4%
State Street
6
State Street
Massachusetts
$2.19B +$40M +43,358 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.07B +$1.29B +1,400,999 +215%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.96B -$40.9M -44,294 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.85B +$162M +175,940 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.49B +$340M +369,001 +33%
AP
11
Altarock Partners
Florida
$1.25B -$66.9M -72,464 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.22B +$31.3M +33,929 +3%
MCMC
13
Matrix Capital Management Company
New Hampshire
$1.11B
SP
14
Stockbridge Partners
Massachusetts
$1.04B -$137M -147,981 -13%
Norges Bank
15
Norges Bank
Norway
$791M +$47.8M +51,838 +7%
Invesco
16
Invesco
Georgia
$700M +$117M +126,999 +22%
WPL
17
WINDACRE PARTNERSHIP LLC
Texas
$587M +$15.6M +16,900 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$551M -$50.5M -54,708 -9%
Primecap Management
19
Primecap Management
California
$517M -$14.8M -16,050 -3%
Northern Trust
20
Northern Trust
Illinois
$505M -$15.8M -17,116 -3%
VVP
21
Vulcan Value Partners
Alabama
$392M -$41.9M -45,384 -10%
Bank of America
22
Bank of America
North Carolina
$339M -$4.63M -5,022 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$338M -$9.51M -10,305 -3%
Charles Schwab
24
Charles Schwab
California
$324M +$6.81M +7,383 +2%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$324M -$3.47M -3,763 -1%

TDG Hedge Fund Activity: Q4 2023 in Review

861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2023, worth a combined $55.1B — up 23% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new TDG positions and 50 closed out — a net gain of 105 holders — while 301 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $368M sold.

  • 861 institutional investors held TransDigm Group (TDG) as of Q4 2023, up from 765 in Q3 2023.
  • Funds reported $55.1B of TransDigm Group stock for Q4 2023, up 23% quarter-over-quarter.
  • 155 funds opened new TransDigm Group positions in Q4 2023 and 50 closed out, a net change of +105 holders.
  • The largest TransDigm Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
  • The largest TransDigm Group seller in Q4 2023 was Lone Pine Capital, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2023.