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TGI

Triumph Group

Delisted

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

145 hedge funds and large institutions have $302M invested in Triumph Group in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $2.07M

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

2.57% more ownership

Funds ownership: 86.5%89.07% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 152145 (-7)

25% less capital invested

Capital invested by funds: $404M → $302M (-$102M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
46
Closed
25
Calls
$3.08M
Puts
$2.07M
Net Calls
+$1.01M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.8M +$3.51M +473,069 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$47M +$275K +36,990 +0.5%
State Street
3
State Street
Massachusetts
$40.9M +$16.7M +2,244,476 +56%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.2M -$13.5M -1,819,099 -33%
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$16.6M +$4.19M +564,741 +29%
Newport Trust Company
6
Newport Trust Company
District of Columbia
$11.1M
Renaissance Technologies
7
Renaissance Technologies
New York
$9.03M -$4.2M -565,400 -29%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$6.26M -$364K -49,023 -5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$6.07M +$5.19M +698,972 +300%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.85M +$114K +15,399 +2%
Citigroup
11
Citigroup
New York
$4.44M +$3.06M +411,615 +153%
Northern Trust
12
Northern Trust
Illinois
$3.95M -$93.2K -12,556 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.64M -$126K -16,979 -3%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$3.24M +$56.9K +7,666 +2%
Goldman Sachs
15
Goldman Sachs
New York
$3.09M +$2.09M +281,355 +146%
RA
16
Royce & Associates
New York
$2.83M +$1.28M +172,500 +66%
SGCIA
17
Smith Graham & Co Investment Advisors
Texas
$2.63M -$45.7K -6,153 -2%
Invesco
18
Invesco
Georgia
$2.52M +$240K +32,386 +9%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.42M -$110K -14,785 -4%
Ameriprise
20
Ameriprise
Minnesota
$2.33M -$124K -16,751 -4%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$2.28M +$1.86M +250,439 +251%
Charles Schwab
22
Charles Schwab
California
$2.2M -$30.8K -4,153 -1%
Federated Hermes
23
Federated Hermes
Pennsylvania
$2.2M -$2.83M -381,224 -53%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.08M -$822K -110,777 -26%
RPA
25
Rock Point Advisors
Vermont
$2.03M +$315K +42,365 +16%

TGI Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q3 2020, worth a combined $302M — down 25% from $404M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TGI and 18 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $13.5M.

  • 145 institutional investors held Triumph Group (TGI) as of Q3 2020, down from 152 in Q2 2020.
  • Funds reported $302M of Triumph Group stock for Q3 2020, down 25% quarter-over-quarter.
  • 18 funds opened new Triumph Group positions in Q3 2020 and 25 closed out, a net change of -7 holders.
  • The largest Triumph Group buyer in Q3 2020 was State Street, an estimated $16.7M added.
  • The largest Triumph Group seller in Q3 2020 was Vanguard Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2020.