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TGI

Triumph Group

Delisted

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

145 hedge funds and large institutions have $302M invested in Triumph Group in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $2.07M

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

2.57% more ownership

Funds ownership: 86.5%89.07% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 152145 (-7)

25% less capital invested

Capital invested by funds: $404M → $302M (-$102M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
46
Closed
25
Calls
$3.08M
Puts
$2.07M
Net Calls
+$1.01M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.69M +$79.8K +10,755 +4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.63M +$1.86M +250,000 New
UBS Group
28
UBS Group
Switzerland
$1.4M +$294K +39,601 +23%
Morgan Stanley
29
Morgan Stanley
New York
$1.35M +$152K +20,448 +11%
PP
30
Paloma Partners
Connecticut
$1.26M +$1.24M +167,656 +663%
Wells Fargo
31
Wells Fargo
California
$1.25M +$370K +49,866 +35%
Bank of America
32
Bank of America
North Carolina
$1.18M +$990K +133,377 +276%
RJA
33
Raymond James & Associates
Florida
$1.12M -$25.7K -3,465 -2%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.1M -$69.9K -9,421 -5%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.09M -$73K -9,827 -6%
JIC
36
Juniper Investment Company
New York
$1.08M -$972K -130,950 -44%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.07M -$133K -17,864 -10%
SFI
38
Susquehanna Fundamental Investments
Pennsylvania
$1.05M +$270K +36,360 +29%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$1.04M -$101K -13,600 -8%
Stifel Financial
40
Stifel Financial
Missouri
$931K -$52.5K -7,073 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$922K +$734K +98,891 +231%
TRCT
42
Tower Research Capital (TRC)
New York
$904K +$570K +76,780 +124%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$898K -$51.2K -6,900 -5%
Deutsche Bank
44
Deutsche Bank
Germany
$889K +$837K +112,799 +476%
PPA
45
Parametric Portfolio Associates
Washington
$852K -$228K -30,714 -19%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$754K
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$754K +$17.1K +2,300 +2%
Swiss National Bank
48
Swiss National Bank
Switzerland
$753K
HAI
49
Hennessy Advisors Inc
California
$732K -$34.2K -4,600 -4%
Squarepoint
50
Squarepoint
New York
$655K +$747K +100,572 New

TGI Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q3 2020, worth a combined $302M — down 25% from $404M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TGI and 18 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $13.5M.

  • 145 institutional investors held Triumph Group (TGI) as of Q3 2020, down from 152 in Q2 2020.
  • Funds reported $302M of Triumph Group stock for Q3 2020, down 25% quarter-over-quarter.
  • 18 funds opened new Triumph Group positions in Q3 2020 and 25 closed out, a net change of -7 holders.
  • The largest Triumph Group buyer in Q3 2020 was State Street, an estimated $16.7M added.
  • The largest Triumph Group seller in Q3 2020 was Vanguard Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2020.