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TGI

Triumph Group
TGI

Delisted

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

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177 hedge funds and large institutions have $650M invested in Triumph Group in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

893% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $1.47M

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $546M → $650M (+$105M)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

7% more funds holding

Funds holding: 165 → 177 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.17% less ownership

Funds ownership: 97.72% → 95.55% (-2.2%)

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
65
Reduced
56
Closed
21
Calls
$14.6M
Puts
$1.47M
Net Calls
+$13.1M
Net Calls Change
+$13M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$8.48M
2
BlackRock
BlackRock
New York
+$6.66M
3
Morgan Stanley
Morgan Stanley
New York
+$5.73M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.3M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$3.55M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.6M
2
HCC
Hill City Capital
Massachusetts
-$9.35M
3
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$8.74M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
151
Dark Forest Capital Management
Puerto Rico
$18.3K -$713 -69 -4%
US Bancorp
152
US Bancorp
Minnesota
$11.3K +$4.12K +399 +59%
SPIA
153
Steward Partners Investment Advisory
New York
$10.5K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$10K – – –
QCG
155
Quadrant Capital Group
Ohio
$8.21K +$5.24K +507 +186%
S
156
SignatureFD
Georgia
$7.88K -$1.46K -141 -16%
PWMG
157
Prestige Wealth Management Group
New Jersey
$5.01K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$3.19K +$1.25K +121 +66%
Dimensional Fund Advisors
159
Dimensional Fund Advisors
Texas
$2.71K -$781K -75,586 -23%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2.5K +$589 +57 +31%
LC
161
Lindbrook Capital
California
$2.42K -$4.72K -457 -67%
Bessemer Group
162
Bessemer Group
New Jersey
$2K – – –
SWM
163
Spire Wealth Management
Virginia
$2K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.02K +195 +672%
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$1K +$682 +66 +110%
AWM
166
Accurate Wealth Management
Florida
$991 +$1.03K +100 New
GRP
167
Global Retirement Partners
California
$989 – – –
MFT
168
Moisand Fitzgerald Tamayo
Florida
$863 +$847 +82 New
GWS
169
Glassman Wealth Services
Virginia
$579 +$568 +55 New
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$463 – – –
FFA
171
Farther Finance Advisors
California
$305 +$300 +29 New
CAS
172
Coppell Advisory Solutions
Texas
$274 +$269 +26 New
CASC
173
Coppell Advisory Solutions Corp
Texas
$274 +$269 +26 New
AF
174
Allworth Financial
California
$147 +$145 +14 New
Assenagon Asset Management
175
Assenagon Asset Management
Luxembourg
– -$6.7M -779,565 Closed
4 5 6
7
8

TGI Hedge Fund Activity: Q4 2022 in Review

177 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q4 2022, worth a combined $650M — up 19% from $546M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TGI positions and 21 closed out — a net gain of 13 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $8.48M. The largest seller was Fidelity Investments, cutting an estimated $16.6M.

  • 177 institutional investors held Triumph Group (TGI) as of Q4 2022, up from 165 in Q3 2022.
  • Funds reported $650M of Triumph Group stock for Q4 2022, up 19% quarter-over-quarter.
  • 34 funds opened new Triumph Group positions in Q4 2022 and 21 closed out, a net change of +13 holders.
  • The largest Triumph Group buyer in Q4 2022 was Fisher Asset Management, an estimated $8.48M added.
  • The largest Triumph Group seller in Q4 2022 was Fidelity Investments, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2022.