The cluster shows modest accumulation by smaller asset managers but is offset by a single large trim. Monitor upcoming earnings for fundamental confirmation before drawing directional conclusions.
Executive Summary
Four institutional asset managers accumulated $7.5M in TransDigm Group (TDG) during Q3 2026, led by Assenagon Asset Management more than doubling its position (+$5.5M). One Swedish pension fund trimmed $7.7M, resulting in near-flat net institutional flow.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$200.0K
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +31.1% | $3.6M | $347.0K |
| Assenagon Asset Management | DOUBLED | +575.1% | $6.8M | $5.5M |
| Td Waterhouse Canada | ADD | +75% | $1.7M | $534.0K |
| Pensiondanmark Pensionsforsikringsaktieselskab | ADD | +35.2% | $12.1M | $1.1M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National | TRIM | -42% | $14.5M | -$7.7M |
Key Facts
- 4 buyers added $7.5M in aggregate; 1 seller trimmed $7.7M
- Assenagon Asset Management doubled its stake (+575% shares, +$5.5M)
- Fjarde Ap-Fonden trimmed 42% of its position (-$7.7M)
- All participants are asset managers — no activist or hedge fund involvement
Financial Impact
Net institutional flow was essentially flat: $7.5M in buying vs $7.7M in selling. The largest single move was Assenagon's $5.5M addition.
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound
- No activist or high-conviction hedge fund involvement — all participants are routine asset managers
- Net flow is near zero after accounting for the Swedish pension fund's trim
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TDG-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Institutional Cluster | $1,141.83 | awaiting T+60 | — | — |
Oct 12, 2026 15d ago | Institutional Cluster | $1,119.94 | awaiting T+60 | — | — |
Sep 28, 2026 29d ago | 8-K | $1,109.22 | awaiting T+60 | — | — |
Sep 28, 2026 29d ago | Press Release | $1,109.22 | awaiting T+60 | — | — |
Sep 14, 2026 6w ago | 8-K | $1,111.22 | awaiting T+60 | — | — |
Sep 14, 2026 6w ago | 8-K | $1,111.22 | awaiting T+60 | — | — |
Aug 19, 2026 9w ago | Insider Cluster | $1,180.40 | awaiting T+60 | — | — |
Aug 4, 2026 12w ago | 8-K | $1,275.05 | awaiting T+60 | — | — |
Aug 4, 2026 12w ago | Press Release | $1,275.05 | awaiting T+60 | — | — |
Jul 27, 2026 13w ago | 8-K | $1,286.27 $1,142.45 | ▼ −11.18% | ▼ −14.89% | — |
US Market Status
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