TDG ranks #378 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
TDG is a top-conviction position for Altarock Partners LP — at 27.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in TDG belongs to Capital International Investors, but the position matters far more to Altarock Partners LP, who has 27.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Capital Research Global Investors has added to its TDG position for two straight quarters, increasing it by $861.6M to reach $4.2B today.
Fidelity has trimmed its TDG position for two straight quarters, cutting it by $699.4M while still holding $1.5B.
TDG is down 0% today, but institutions show net buying of $48.3B this quarter — a divergence between today's price move and the underlying institutional flow.