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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$8.93B -$79.4M -61,086 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.84B +$51.4M +39,491 +0.6%
BlackRock
3
BlackRock
New York
$5.59B +$31.1M +23,898 +0.6%
Capital World Investors
4
Capital World Investors
California
$5.19B +$130M +99,965 +3%
State Street
5
State Street
Massachusetts
$3.18B +$38.3M +29,489 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.85B +$225M +173,342 +10%
Principal Financial Group
7
Principal Financial Group
Iowa
$2.77B -$76.6M -58,906 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.74B +$56.7M +43,604 +2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.6B -$255M -195,995 -10%
Morgan Stanley
10
Morgan Stanley
New York
$1.82B +$233M +179,340 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.61B +$25.1M +19,314 +2%
AP
12
Altarock Partners
Florida
$1.5B -$32.5M -25,000 -2%
Norges Bank
13
Norges Bank
Norway
$1.21B +$14.8M +11,407 +1%
WPL
14
WINDACRE PARTNERSHIP LLC
Texas
$1.04B +$283M +217,700 +43%
SP
15
Stockbridge Partners
Massachusetts
$1.01B
Invesco
16
Invesco
Georgia
$754M -$164M -125,952 -19%
Primecap Management
17
Primecap Management
California
$732M +$1.17M +900 +0.2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$658M -$79.6M -61,197 -12%
Northern Trust
19
Northern Trust
Illinois
$642M -$14.1M -10,862 -2%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$531M +$11.3M +8,655 +2%
Bank of America
21
Bank of America
North Carolina
$504M +$21.7M +16,723 +5%
Charles Schwab
22
Charles Schwab
California
$483M +$5.83M +4,481 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$447M -$9.97M -7,667 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$393M -$3.31M -2,548 -0.9%
UBS AM
25
UBS AM
Illinois
$392M +$10.3M +7,947 +3%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.