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TGI

Triumph Group

Delisted

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

171 hedge funds and large institutions have $1.05B invested in Triumph Group in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more capital invested

Capital invested by funds: $602M → $1.05B (+$448M)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

23% more call options, than puts

Call options by funds: $8.41M | Put options by funds: $6.83M

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

17.24% more ownership

Funds ownership: 87.29%104.52% (+17%)

4% more funds holding

Funds holding: 164171 (+7)

Holders
171
Holders Change
+7
Holders Change %
+4.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
60
Reduced
51
Closed
26
Calls
$8.41M
Puts
$6.83M
Net Calls
+$1.58M
Net Calls Change
+$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$22K +$14K +940 +392%
PCG
152
Private Capital Group
Connecticut
$19K -$1.23K -82 -7%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$18K
SFS
154
Sowell Financial Services
Arkansas
$17K -$17.6K -1,175 -53%
SWA
155
Sutton Wealth Advisors
Florida
$15.7K
PWMG
156
Prestige Wealth Management Group
New Jersey
$13K -$1.09K -73 -10%
LC
157
Lindbrook Capital
California
$11K +$836 +56 +10%
NFG
158
Next Financial Group
Texas
$9K
SWM
159
Spire Wealth Management
Virginia
$9K +$7.47K +500 New
HMS
160
Hanseatic Management Services
New Mexico
$6K +$4.88K +327 New
QCG
161
Quadrant Capital Group
Ohio
$5K
EVM
162
Eaton Vance Management
Massachusetts
$4K +$2.88K +193 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$3K
TWA
164
TCI Wealth Advisors
Arizona
$3K
GRP
165
Global Retirement Partners
California
$2K
IA
166
IFP Advisors
Florida
$2K
TFO
167
Tarbox Family Office
California
$1K
MAM
168
Meeder Asset Management
Ohio
$1K +$15 +1 +2%
AIG
169
American International Group
New York
$632 -$5.75K -385 -1%
Walleye Capital
170
Walleye Capital
New York
$459 -$228K -15,269 -38%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$237
Newport Trust Company
172
Newport Trust Company
District of Columbia
-$47.1M -3,753,305 Closed
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
-$2.16M -172,291 Closed
HAI
174
Hennessy Advisors Inc
California
-$1.38M -109,500 Closed
EGI
175
EAM Global Investors
California
-$1.36M -108,237 Closed

TGI Hedge Fund Activity: Q1 2021 in Review

171 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q1 2021, worth a combined $1.05B — up 74% from $602M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TGI positions and 26 closed out — a net gain of 8 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $36.1M. The largest seller was Newport Trust Company, exiting entirely with an estimated $47.1M sold.

  • 171 institutional investors held Triumph Group (TGI) as of Q1 2021, up from 164 in Q4 2020.
  • Funds reported $1.05B of Triumph Group stock for Q1 2021, up 74% quarter-over-quarter.
  • 34 funds opened new Triumph Group positions in Q1 2021 and 26 closed out, a net change of +8 holders.
  • The largest Triumph Group buyer in Q1 2021 was Frontier Capital Management, an estimated $36.1M added.
  • The largest Triumph Group seller in Q1 2021 was Newport Trust Company, an estimated $47.1M sold.

Based on aggregated 13F filings for Q1 2021.