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TGI

Triumph Group

Delisted

TGI was delisted on the 24th of July, 2025.

202 hedge funds and large institutions have $1.37B invested in Triumph Group in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 67

2.41% more ownership

Funds ownership: 106.68%109.09% (+2.4%)

5% less funds holding

Funds holding: 212202 (-10)

5% less capital invested

Capital invested by funds: $1.44B → $1.37B (-$75.1M)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

70% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $10.3M

Holders
202
Holders Change
-10
Holders Change %
-4.72%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
75
Reduced
67
Closed
32
Calls
$3.09M
Puts
$10.3M
Net Calls
-$7.18M
Net Calls Change
-$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.59M +$251K +9,209 +2%
STB
27
S&T Bank
Pennsylvania
$9.46M -$375K -13,761 -4%
HA
28
Heartland Advisors
Wisconsin
$9.24M +$457K +16,800 +5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$8.88M +$9.59M +352,366 New
SGCIA
30
Smith Graham & Co Investment Advisors
Texas
$8.87M -$191K -7,020 -2%
Morgan Stanley
31
Morgan Stanley
New York
$8.57M +$312K +11,473 +3%
LIM
32
Lathrop Investment Management
Arkansas
$8.44M +$830K +30,509 +10%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$8.01M -$2.46M -90,456 -22%
Ameriprise
34
Ameriprise
Minnesota
$7.96M -$55.4K -2,035 -0.6%
RA
35
Royce & Associates
New York
$7.66M +$7.66M +281,500 +1,251%
PPA
36
Parametric Portfolio Associates
Washington
$7.51M +$1.13M +41,530 +16%
FG
37
Formula Growth
Quebec, Canada
$7.06M -$5.99M -220,000 -44%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$6.74M -$2.42M -88,800 -25%
RPA
39
Rock Point Advisors
Vermont
$6.69M +$1.32M +48,405 +22%
American Century Companies
40
American Century Companies
Missouri
$6.45M +$25K +917 +0.4%
FP
41
Foundry Partners
Minnesota
$5.65M +$6.1M +224,183 New
Prudential Financial
42
Prudential Financial
New Jersey
$5.45M +$41.9K +1,540 +0.7%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$5.4M +$817K +30,028 +16%
Deutsche Bank
44
Deutsche Bank
Germany
$4.96M -$5.34M -196,275 -50%
Invesco
45
Invesco
Georgia
$4.76M +$436K +16,016 +9%
PCM
46
Peregrine Capital Management
Minnesota
$4.61M -$1.13M -41,446 -18%
ARM
47
Adirondack Research & Management
New York
$4.57M +$1.19M +43,630 +32%
AIM
48
Atlantic Investment Management
New York
$4.54M
Wells Fargo
49
Wells Fargo
California
$4.25M -$374K -13,728 -8%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.76M -$527K -19,367 -11%

TGI Hedge Fund Activity: Q1 2018 in Review

202 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q1 2018, worth a combined $1.37B — down 5.2% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TGI and 26 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 75 added.

The largest buyer was Prudential plc, adding an estimated $19.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $21M.

  • 202 institutional investors held Triumph Group (TGI) as of Q1 2018, down from 212 in Q4 2017.
  • Funds reported $1.37B of Triumph Group stock for Q1 2018, down 5.2% quarter-over-quarter.
  • 26 funds opened new Triumph Group positions in Q1 2018 and 32 closed out, a net change of -6 holders.
  • The largest Triumph Group buyer in Q1 2018 was Prudential plc, an estimated $19.3M added.
  • The largest Triumph Group seller in Q1 2018 was T. Rowe Price Associates, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2018.