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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
PTC
51
Philadelphia Trust Company
Pennsylvania
$3.7M -$875K -32,155 -18%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.67M -$11K -403 -0.3%
Legal & General Group
53
Legal & General Group
United Kingdom
$3.4M -$182K -6,682 -5%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$3.19M -$2.98M -109,313 -46%
BCM
55
Bridgeway Capital Management
Texas
$3.1M -$408K -15,000 -11%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.99M +$36.7K +1,350 +1%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$2.92M
JIR
58
James Investment Research
Ohio
$2.9M -$6.98M -256,539 -69%
PCA
59
Personal Capital Advisors
California
$2.88M +$834K +30,650 +37%
ClearBridge Investments
60
ClearBridge Investments
New York
$2.84M -$25.5K -938 -0.8%
CS
61
Credit Suisse
Switzerland
$2.81M +$1.58M +58,111 +108%
IAS
62
IMA Advisory Services
Colorado
$2.68M +$1.14M +42,063 +65%
WA
63
WealthTrust Axiom
Pennsylvania
$2.57M +$30.5K +1,119 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2.55M -$996K -36,580 -27%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$2.54M
VOYA Investment Management
66
VOYA Investment Management
Georgia
$2.54M +$1.15M +42,096 +72%
MC
67
Menta Capital
California
$2.37M +$2.55M +93,869 New
AIM
68
Alambic Investment Management
California
$2.34M -$477K -17,512 -16%
MVM
69
McClain Value Management
Connecticut
$2.2M +$2.38M +87,400 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$2.19M -$1.02M -37,519 -30%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.18M +$103K +3,800 +5%
RJA
72
Raymond James & Associates
Florida
$2.17M -$113K -4,139 -5%
Bank of America
73
Bank of America
North Carolina
$2.14M -$1.04M -38,065 -31%
SMDAM
74
Sumitomo Mitsui DS Asset Management
Japan
$2.13M +$161K +5,898 +7%
JP Morgan Chase
75
JP Morgan Chase
New York
$2.11M -$250K -9,184 -10%

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.