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TGI

Triumph Group

Delisted

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

184 hedge funds and large institutions have $834M invested in Triumph Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

796% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $4.12M

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $766M → $834M (+$67.3M)

5% more funds holding

Funds holding: 176184 (+8)

1.25% more ownership

Funds ownership: 101.66%102.91% (+1.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
73
Reduced
60
Closed
9
Calls
$36.9M
Puts
$4.12M
Net Calls
+$32.8M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$7.55M +$2.24M +196,251 +47%
RPA
27
Rock Point Advisors
Vermont
$6.89M +$71.9K +6,300 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.88M -$150K -13,146 -2%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$6.82M +$1.75M +153,050 +38%
Charles Schwab
30
Charles Schwab
California
$6.14M +$96.9K +8,492 +2%
HA
31
Homestead Advisers
Virginia
$5.81M
SGCIA
32
Smith Graham & Co Investment Advisors
Texas
$5.52M -$522K -45,794 -9%
Bank of America
33
Bank of America
North Carolina
$4.9M +$1.49M +130,297 +49%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.57M -$263K -23,085 -6%
CSS
35
Cubist Systematic Strategies
Connecticut
$3.98M +$2.35M +206,152 +178%
JP Morgan Chase
36
JP Morgan Chase
New York
$3.92M +$2.16M +189,730 +149%
TI
37
tru Independence
Oregon
$3.69M +$294K +25,775 +9%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.65M +$12K +1,056 +0.4%
Stifel Financial
39
Stifel Financial
Missouri
$3.37M +$269K +23,601 +9%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$3.29M +$846K +74,121 +39%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$3.13M +$12.4K +1,089 +0.4%
Ameriprise
42
Ameriprise
Minnesota
$2.91M -$180K -15,763 -6%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.79M +$1.59M +139,610 +163%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.75M +$41.9K +3,672 +2%
Legal & General Group
45
Legal & General Group
United Kingdom
$2.52M +$221K +19,399 +11%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.41M +$838K +73,500 +60%
LIM
47
Lathrop Investment Management
Arkansas
$2.37M -$5.36K -470 -0.2%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$2.32M +$96.4K +8,452 +5%
Norges Bank
49
Norges Bank
Norway
$2.28M -$177K -15,500 -8%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$2.05M +$32.6K +2,855 +2%

TGI Hedge Fund Activity: Q2 2023 in Review

184 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q2 2023, worth a combined $834M — up 8.8% from $766M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TGI positions and 9 closed out — a net gain of 10 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $21.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $57.6M.

  • 184 institutional investors held Triumph Group (TGI) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $834M of Triumph Group stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 19 funds opened new Triumph Group positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest Triumph Group buyer in Q2 2023 was Newport Trust Company, an estimated $21.5M added.
  • The largest Triumph Group seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2023.