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TGI

Triumph Group

Delisted

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

168 hedge funds and large institutions have $1.22B invested in Triumph Group in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $1.92M

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

17% more capital invested

Capital invested by funds: $1.05B → $1.22B (+$174M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 171168 (-3)

11.99% less ownership

Funds ownership: 104.52%92.54% (-12%)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
74
Reduced
45
Closed
25
Calls
$14.1M
Puts
$1.92M
Net Calls
+$12.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$2.69M +$2.39M +129,818 New
KCM
52
Kennedy Capital Management
Missouri
$2.69M +$223K +12,084 +10%
Stifel Financial
53
Stifel Financial
Missouri
$2.67M +$822K +44,640 +53%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M +$317K +17,220 +16%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.52M +$38.7K +2,100 +2%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$2.43M +$349K +18,928 +19%
UBS AM
57
UBS AM
Illinois
$2.38M +$56.3K +3,055 +3%
WA
58
WealthTrust Axiom
Pennsylvania
$2.35M +$48.8K +2,650 +2%
Wells Fargo
59
Wells Fargo
California
$2.06M -$220K -11,924 -11%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$2.01M -$6.59M -357,707 -79%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$1.88M -$177K -9,600 -10%
CSS
62
Cubist Systematic Strategies
Connecticut
$1.83M -$1.98M -107,597 -55%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.77M +$1M +54,315 +174%
SFI
64
Susquehanna Fundamental Investments
Pennsylvania
$1.77M -$1.94M -105,336 -55%
SC
65
Sasco Capital
Connecticut
$1.66M
EGM
66
Engineers Gate Manager
New York
$1.56M -$1.14M -61,927 -45%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.47M -$121K -6,570 -8%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M
SSA
69
Schonfeld Strategic Advisors
New York
$1.44M -$8.03M -435,600 -86%
MWNA
70
Marshall Wace North America
New York
$1.35M -$214K -11,627 -15%
CS
71
Credit Suisse
Switzerland
$1.34M -$137K -7,420 -10%
Prudential Financial
72
Prudential Financial
New Jersey
$1.33M +$87.2K +4,731 +8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.31M +$14.7K +800 +1%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$20.3K +1,100 +2%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$1.14M

TGI Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q2 2021, worth a combined $1.22B — up 17% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TGI and 22 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 74 added.

The largest buyer was Fidelity Investments, adding an estimated $42.5M. The largest seller was Cannell & Co, cutting an estimated $26M.

  • 168 institutional investors held Triumph Group (TGI) as of Q2 2021, down from 171 in Q1 2021.
  • Funds reported $1.22B of Triumph Group stock for Q2 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Triumph Group positions in Q2 2021 and 25 closed out, a net change of -3 holders.
  • The largest Triumph Group buyer in Q2 2021 was Fidelity Investments, an estimated $42.5M added.
  • The largest Triumph Group seller in Q2 2021 was Cannell & Co, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2021.