Triumph Group
TGI was delisted on the 24th of July, 2025.
165 hedge funds and large institutions have $546M invested in Triumph Group in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 19 closing their positions.
2.01% more ownership
Funds ownership: 95.71% → 97.72% (+2%)
10% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $971K
6% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 175 → 165 (-10)
34% less capital invested
Capital invested by funds: $823M → $546M (-$278M)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$11.2M |
| 2 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$9.04M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.9M |
| 4 |
Morgan Stanley
New York
|
+$4.27M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$111M |
| 2 |
Millennium Management
New York
|
-$15.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.75M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.41M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1.78K | -136 | -82% |
|
|
EWA
177
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1K | -101 | Closed |
|
|
C
178
Covestor
London,
United Kingdom
| – | -$13 | -1 | -10% |
|
|
FMII
179
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | +$575 | +44 | New |
|
TGI Hedge Fund Activity: Q3 2022 in Review
165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q3 2022, worth a combined $546M — down 34% from $823M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of TGI and 10 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 67 added.
The largest buyer was Nuveen, adding an estimated $11.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $111M.
- 165 institutional investors held Triumph Group (TGI) as of Q3 2022, down from 175 in Q2 2022.
- Funds reported $546M of Triumph Group stock for Q3 2022, down 34% quarter-over-quarter.
- 10 funds opened new Triumph Group positions in Q3 2022 and 19 closed out, a net change of -9 holders.
- The largest Triumph Group buyer in Q3 2022 was Nuveen, an estimated $11.2M added.
- The largest Triumph Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2022.