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TGI

Triumph Group

Delisted

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

184 hedge funds and large institutions have $834M invested in Triumph Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

796% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $4.12M

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $766M → $834M (+$67.3M)

5% more funds holding

Funds holding: 176184 (+8)

1.25% more ownership

Funds ownership: 101.66%102.91% (+1.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
73
Reduced
60
Closed
9
Calls
$36.9M
Puts
$4.12M
Net Calls
+$32.8M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$3.87M +339,502 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.2M +$107K +9,420 +0.2%
State Street
3
State Street
Massachusetts
$60.6M -$475K -41,625 -0.8%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$47.1M -$57.6M -5,047,959 -57%
HCC
5
Hill City Capital
Massachusetts
$39.9M +$684K +60,000 +2%
Morgan Stanley
6
Morgan Stanley
New York
$27.7M +$12.2M +1,067,275 +91%
MRCP
7
Maple Rock Capital Partners
Ontario, Canada
$25.5M -$2.38M -209,000 -9%
N
8
Nuveen
North Carolina
$23.4M +$4.52M +396,651 +27%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$23.3M +$21.5M +1,881,336 New
Millennium Management
10
Millennium Management
New York
$20M -$4.79M -419,695 -21%
Fisher Asset Management
11
Fisher Asset Management
Washington
$18.4M +$649K +56,872 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$17.9M -$844K -74,021 -5%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$17.7M +$5.16M +452,551 +46%
Goldman Sachs
14
Goldman Sachs
New York
$17.2M -$3.86M -338,739 -20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$15.7M +$427K +37,472 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$12.3M +$5.24M +459,016 +86%
RA
17
Royce & Associates
New York
$11.9M -$491K -43,000 -4%
Renaissance Technologies
18
Renaissance Technologies
New York
$11.8M +$3.25M +284,500 +42%
PCM
19
Penn Capital Management
Pennsylvania
$11.6M -$90.9K -7,967 -0.8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$10.6M +$3.22M +282,391 +49%
Two Sigma Investments
21
Two Sigma Investments
New York
$8.82M +$7.78M +681,579 +2,164%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$8.44M -$122K -10,730 -2%
Marshall Wace
23
Marshall Wace
United Kingdom
$8.42M +$7.45M +653,233 +2,388%
Northern Trust
24
Northern Trust
Illinois
$8.36M +$439K +38,464 +6%
Invesco
25
Invesco
Georgia
$8.05M +$112K +9,832 +2%

TGI Hedge Fund Activity: Q2 2023 in Review

184 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q2 2023, worth a combined $834M — up 8.8% from $766M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TGI positions and 9 closed out — a net gain of 10 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $21.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $57.6M.

  • 184 institutional investors held Triumph Group (TGI) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $834M of Triumph Group stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 19 funds opened new Triumph Group positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest Triumph Group buyer in Q2 2023 was Newport Trust Company, an estimated $21.5M added.
  • The largest Triumph Group seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2023.