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TGI

Triumph Group

Delisted

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

181 hedge funds and large institutions have $1.24B invested in Triumph Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

124% more capital invested

Capital invested by funds: $554M → $1.24B (+$689M)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

3% more funds holding

Funds holding: 175181 (+6)

3.28% more ownership

Funds ownership: 94.3%97.58% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

89% less call options, than puts

Call options by funds: $2.88M | Put options by funds: $25.3M

Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
28
Increased
61
Reduced
66
Closed
22
Calls
$2.88M
Puts
$25.3M
Net Calls
-$22.4M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$208M +$4.93M +486,669 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$1.12M +110,375 +2%
HCC
3
Hill City Capital
Massachusetts
$92.9M +$2.43M +240,000 +4%
State Street
4
State Street
Massachusetts
$87.9M -$11.4M -1,121,511 -17%
Morgan Stanley
5
Morgan Stanley
New York
$87.2M +$23.4M +2,312,210 +78%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$61.3M +$10.5M +1,032,000 +39%
VOMP
7
Vision One Management Partners
Florida
$34.6M +$21.2M +2,086,086 New
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$34.5M +$9.97M +983,532 +89%
N
9
Nuveen
North Carolina
$33.9M +$251K +24,782 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25M +$761K +75,048 +5%
Fisher Asset Management
11
Fisher Asset Management
Washington
$24.8M -$516K -50,935 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$23.2M -$81.1K -8,000 -0.6%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$19.8M -$4.5M -443,800 -27%
Millennium Management
14
Millennium Management
New York
$16.5M +$9.73M +959,098 +2,536%
RA
15
Royce & Associates
New York
$15.4M -$493K -48,600 -5%
PCM
16
Penn Capital Management
Pennsylvania
$15.1M -$2.38M -234,732 -20%
Invesco
17
Invesco
Georgia
$14.2M +$519K +51,208 +6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$14.2M +$606K +59,767 +7%
Norges Bank
19
Norges Bank
Norway
$12.7M
Northern Trust
20
Northern Trust
Illinois
$11.7M +$74.9K +7,386 +1%
Goldman Sachs
21
Goldman Sachs
New York
$11M -$849K -83,703 -11%
RPA
22
Rock Point Advisors
Vermont
$10.9M -$797K -78,613 -11%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$10.7M -$1.64M -161,596 -20%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$10.5M -$536K -52,828 -8%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$10.4M -$357K -35,179 -5%

TGI Hedge Fund Activity: Q4 2023 in Review

181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q4 2023, worth a combined $1.24B — up 124% from $554M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TGI positions and 22 closed out — a net gain of 6 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.4M. The largest seller was State Street, cutting an estimated $11.4M.

  • 181 institutional investors held Triumph Group (TGI) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $1.24B of Triumph Group stock for Q4 2023, up 124% quarter-over-quarter.
  • 28 funds opened new Triumph Group positions in Q4 2023 and 22 closed out, a net change of +6 holders.
  • The largest Triumph Group buyer in Q4 2023 was Morgan Stanley, an estimated $23.4M added.
  • The largest Triumph Group seller in Q4 2023 was State Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.