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TGI

Triumph Group

Delisted

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

176 hedge funds and large institutions have $766M invested in Triumph Group in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $4.88M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $650M → $766M (+$116M)

6.11% more ownership

Funds ownership: 95.55%101.66% (+6.1%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 177176 (-1)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
62
Reduced
65
Closed
20
Calls
$33.1M
Puts
$4.88M
Net Calls
+$28.2M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$514K -45,140 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$103M +$1.26M +110,492 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.6M +$1.02M +89,695 +2%
State Street
4
State Street
Massachusetts
$57.2M +$10.7M +943,658 +24%
HCC
5
Hill City Capital
Massachusetts
$36.7M +$18.3M +1,610,000 +103%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$26.3M -$1.62M -141,897 -6%
Millennium Management
7
Millennium Management
New York
$23.6M +$16.8M +1,471,703 +262%
Goldman Sachs
8
Goldman Sachs
New York
$20M +$5.58M +489,842 +40%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$17.7M +$981K +86,140 +6%
N
10
Nuveen
North Carolina
$17.3M +$2.53M +222,098 +17%
Fisher Asset Management
11
Fisher Asset Management
Washington
$16.6M +$6.95M +610,072 +74%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.3M +$672K +59,010 +5%
Morgan Stanley
13
Morgan Stanley
New York
$13.6M -$3.07M -269,377 -19%
RA
14
Royce & Associates
New York
$11.6M +$79.7K +7,000 +0.7%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$11.3M -$972K -85,404 -8%
PCM
16
Penn Capital Management
Pennsylvania
$11M +$853K +74,931 +9%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$8.04M +$540K +47,406 +7%
Renaissance Technologies
18
Renaissance Technologies
New York
$7.77M +$1.87M +164,300 +32%
Invesco
19
Invesco
Georgia
$7.43M +$743K +65,274 +11%
Northern Trust
20
Northern Trust
Illinois
$7.39M -$44.6K -3,921 -0.6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$6.65M +$3.6M +316,407 +123%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.59M -$190K -16,645 -3%
RPA
23
Rock Point Advisors
Vermont
$6.38M -$12.9K -1,130 -0.2%
Citadel Advisors
24
Citadel Advisors
Florida
$6.21M +$1.35M +118,944 +29%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$5.7M -$17.7K -1,553 -0.3%

TGI Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q1 2023, worth a combined $766M — up 18% from $650M a quarter earlier.

Fund positioning in TGI was balanced in Q1 2023: 20 funds opened new positions, 20 closed out, 62 added to existing stakes and 65 trimmed.

The largest buyer was Hill City Capital, adding an estimated $18.3M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $18.2M sold.

  • 176 institutional investors held Triumph Group (TGI) as of Q1 2023, down from 177 in Q4 2022.
  • Funds reported $766M of Triumph Group stock for Q1 2023, up 18% quarter-over-quarter.
  • 20 funds opened new Triumph Group positions in Q1 2023 and 20 closed out, a net change of 0 holders.
  • The largest Triumph Group buyer in Q1 2023 was Hill City Capital, an estimated $18.3M added.
  • The largest Triumph Group seller in Q1 2023 was Frontier Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2023.