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TGI

Triumph Group

Delisted

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

175 hedge funds and large institutions have $554M invested in Triumph Group in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

5% less funds holding

Funds holding: 184175 (-9)

8.61% less ownership

Funds ownership: 102.91%94.3% (-8.6%)

20% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $4.7M

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

34% less capital invested

Capital invested by funds: $834M → $554M (-$279M)

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
21
Increased
86
Reduced
45
Closed
30
Calls
$3.77M
Puts
$4.7M
Net Calls
-$931K
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.5M +$5.26M +538,202 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.9M +$11.3M +1,155,919 +20%
State Street
3
State Street
Massachusetts
$49.2M +$14.9M +1,527,734 +31%
HCC
4
Hill City Capital
Massachusetts
$41.1M +$20.9M +2,135,437 +66%
Morgan Stanley
5
Morgan Stanley
New York
$22.6M +$6.92M +707,570 +32%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$20.4M +$5.94M +606,989 +29%
N
7
Nuveen
North Carolina
$15.5M +$1.23M +125,704 +7%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$12.5M +$10M +1,026,949 +168%
Fisher Asset Management
9
Fisher Asset Management
Washington
$11.9M +$586K +59,964 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11M +$1.6M +163,723 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$10.8M -$409K -41,813 -3%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$9.64M -$6.09M -622,537 -33%
Citadel Advisors
13
Citadel Advisors
Florida
$9.13M +$1.93M +197,803 +20%
PCM
14
Penn Capital Management
Pennsylvania
$8.8M +$2.06M +210,462 +22%
QGA
15
Q Global Advisors
Texas
$8.43M +$10.8M +1,100,000 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$8.42M -$3.23M -330,132 -23%
Marshall Wace
17
Marshall Wace
United Kingdom
$8.3M +$3.94M +403,073 +59%
RA
18
Royce & Associates
New York
$7.51M +$212K +21,632 +2%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$6.19M +$1.23M +125,498 +18%
Invesco
20
Invesco
Georgia
$6.19M +$1.53M +156,511 +24%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$6.11M -$573K -58,571 -7%
Norges Bank
22
Norges Bank
Norway
$5.88M +$5.7M +582,500 +315%
Goldman Sachs
23
Goldman Sachs
New York
$5.71M -$6.31M -644,956 -46%
RPA
24
Rock Point Advisors
Vermont
$5.65M +$1.77M +180,725 +32%
Northern Trust
25
Northern Trust
Illinois
$5.33M +$190K +19,469 +3%

TGI Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q3 2023, worth a combined $554M — down 34% from $834M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TGI and 21 opened new positions — a net loss of 9 holders — while 45 trimmed existing stakes and 86 added.

The largest buyer was Hill City Capital, adding an estimated $20.9M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $47.1M sold.

  • 175 institutional investors held Triumph Group (TGI) as of Q3 2023, down from 184 in Q2 2023.
  • Funds reported $554M of Triumph Group stock for Q3 2023, down 34% quarter-over-quarter.
  • 21 funds opened new Triumph Group positions in Q3 2023 and 30 closed out, a net change of -9 holders.
  • The largest Triumph Group buyer in Q3 2023 was Hill City Capital, an estimated $20.9M added.
  • The largest Triumph Group seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2023.