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TransDigm Group

1,044 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 326 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 326

32% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 101

2.24% more ownership

Funds ownership: 92.52%94.76% (+2.2%)

2% more funds holding

Funds holding: 1,0251,044 (+19)

10% less call options, than puts

Call options by funds: $355M | Put options by funds: $394M

9% less capital invested

Capital invested by funds: $74B → $67.4B (-$6.56B)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
1,044
Holders Change
+19
Holders Change %
+1.85%
% of All Funds
13.75%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
133
Increased
432
Reduced
326
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.95B +$104M +79,284 +1%
Capital International Investors
2
Capital International Investors
California
$7.93B -$933K -708 -0%
BlackRock
3
BlackRock
New York
$5.18B +$219M +166,202 +4%
Capital World Investors
4
Capital World Investors
California
$4.81B +$205M +155,541 +4%
State Street
5
State Street
Massachusetts
$2.93B +$108M +81,816 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.79B +$273M +206,822 +10%
Principal Financial Group
7
Principal Financial Group
Iowa
$2.69B +$244M +185,422 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.44B +$7.13M +5,414 +0.3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.42B +$115M +87,309 +5%
Morgan Stanley
10
Morgan Stanley
New York
$1.82B +$215M +163,071 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.64B +$211M +159,839 +14%
AP
12
Altarock Partners
Florida
$1.27B -$62.8M -47,660 -5%
Norges Bank
13
Norges Bank
Norway
$973M -$105M -79,864 -9%
WPL
14
WINDACRE PARTNERSHIP LLC
Texas
$956M +$34.3M +25,997 +4%
SP
15
Stockbridge Partners
Massachusetts
$847M -$50.1M -38,053 -5%
Primecap Management
16
Primecap Management
California
$650M
Invesco
17
Invesco
Georgia
$636M -$35.5M -26,959 -5%
Northern Trust
18
Northern Trust
Illinois
$621M +$52.2M +39,590 +9%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$537M -$49.4M -37,498 -8%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$459M -$13M -9,843 -3%
Charles Schwab
21
Charles Schwab
California
$444M +$16M +12,147 +4%
UBS AM
22
UBS AM
Illinois
$433M +$88.5M +67,151 +24%
Bank of America
23
Bank of America
North Carolina
$424M -$24.9M -18,925 -5%
UBS Group
24
UBS Group
Switzerland
$404M +$106M +80,413 +34%
Edgewood Management
25
Edgewood Management
Connecticut
$400M +$415M +315,317 New

TDG Hedge Fund Activity: Q4 2024 in Review

1,044 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2024, worth a combined $67.4B — down 8.9% from $74B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new TDG positions and 101 closed out — a net gain of 32 holders — while 432 added to existing stakes and 326 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $415M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,044 institutional investors held TransDigm Group (TDG) as of Q4 2024, up from 1,025 in Q3 2024.
  • Funds reported $67.4B of TransDigm Group stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 133 funds opened new TransDigm Group positions in Q4 2024 and 101 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q4 2024 was Edgewood Management, an estimated $415M added.
  • The largest TransDigm Group seller in Q4 2024 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2024.