Triumph Group
TGI was delisted on the 24th of July, 2025.
188 hedge funds and large institutions have $1.12B invested in Triumph Group in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 26 closing their positions.
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
4% more funds holding
Funds holding: 181 → 188 (+7)
0.26% less ownership
Funds ownership: 97.58% → 97.32% (-0.26%)
8% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 66
10% less capital invested
Capital invested by funds: $1.24B → $1.12B (-$119M)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
58% less call options, than puts
Call options by funds: $2.22M | Put options by funds: $5.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$31M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$13.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11M |
| 4 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$5.97M |
| 5 |
VOMP
Vision One Management Partners
Miami,
Florida
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.4M |
| 2 |
D.E. Shaw & Co
New York
|
-$25.8M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.35M |
| 4 |
JCA
Jade Capital Advisors
Essex Fells,
New Jersey
|
-$6.33M |
| 5 |
BlackRock
New York
|
-$5.95M |
TGI Hedge Fund Activity: Q1 2024 in Review
188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q1 2024, worth a combined $1.12B — down 9.5% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new TGI positions and 26 closed out — a net gain of 10 holders — while 61 added to existing stakes and 66 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $42.4M.
- 188 institutional investors held Triumph Group (TGI) as of Q1 2024, up from 181 in Q4 2023.
- Funds reported $1.12B of Triumph Group stock for Q1 2024, down 9.5% quarter-over-quarter.
- 36 funds opened new Triumph Group positions in Q1 2024 and 26 closed out, a net change of +10 holders.
- The largest Triumph Group buyer in Q1 2024 was Wellington Management Group, an estimated $31M added.
- The largest Triumph Group seller in Q1 2024 was Morgan Stanley, an estimated $42.4M sold.
Based on aggregated 13F filings for Q1 2024.