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TGI

Triumph Group

Delisted

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

152 hedge funds and large institutions have $404M invested in Triumph Group in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $4.58M | Put options by funds: $1.39M

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

15% more capital invested

Capital invested by funds: $353M → $404M (+$51.6M)

6% less funds holding

Funds holding: 161152 (-9)

14.09% less ownership

Funds ownership: 100.59%86.5% (-14%)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
152
Holders Change
-9
Holders Change %
-5.59%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
66
Reduced
40
Closed
41
Calls
$4.58M
Puts
$1.39M
Net Calls
+$3.19M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66M -$2.27M -307,011 -4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.8M +$228K +30,847 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.9M -$4.88M -660,109 -11%
State Street
4
State Street
Massachusetts
$36.4M +$9.77M +1,320,362 +49%
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$17.9M -$2.9M -392,218 -17%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.6M +$5.09M +688,548 +54%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$15.3M
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$9.11M +$2.75M +371,151 +58%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.58M +$268K +36,207 +5%
Federated Hermes
10
Federated Hermes
Pennsylvania
$6.48M +$4.47M +604,382 +526%
Norges Bank
11
Norges Bank
Norway
$6.29M +$3.61M +487,720 +232%
Northern Trust
12
Northern Trust
Illinois
$5.58M -$46.9K -6,334 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.19M -$118K -15,896 -3%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$4.42M -$2.81M -379,489 -44%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.82M +$2.9M +391,431 +1,200%
SGCIA
16
Smith Graham & Co Investment Advisors
Texas
$3.69M +$145K +19,637 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$3.51M -$568K -76,777 -16%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.49M +$53.8K +7,273 +2%
Ameriprise
19
Ameriprise
Minnesota
$3.37M +$531K +71,773 +24%
Invesco
20
Invesco
Georgia
$3.2M +$179K +24,235 +7%
Charles Schwab
21
Charles Schwab
California
$3.09M +$210K +28,385 +9%
JIC
22
Juniper Investment Company
New York
$2.67M -$259K -35,000 -11%
Citigroup
23
Citigroup
New York
$2.43M +$821K +111,041 +70%
RPA
24
Rock Point Advisors
Vermont
$2.43M +$6.77K +915 +0.3%
RA
25
Royce & Associates
New York
$2.37M -$59.2K -8,000 -3%

TGI Hedge Fund Activity: Q2 2020 in Review

152 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q2 2020, worth a combined $404M — up 15% from $353M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TGI and 32 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 66 added.

The largest buyer was State Street, adding an estimated $9.77M. The largest seller was EARNEST Partners, cutting an estimated $28.1M.

  • 152 institutional investors held Triumph Group (TGI) as of Q2 2020, down from 161 in Q1 2020.
  • Funds reported $404M of Triumph Group stock for Q2 2020, up 15% quarter-over-quarter.
  • 32 funds opened new Triumph Group positions in Q2 2020 and 41 closed out, a net change of -9 holders.
  • The largest Triumph Group buyer in Q2 2020 was State Street, an estimated $9.77M added.
  • The largest Triumph Group seller in Q2 2020 was EARNEST Partners, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2020.