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TGI

Triumph Group

Delisted

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

191 hedge funds and large institutions have $1.14B invested in Triumph Group in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 188191 (+3)

2% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$19.1M)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

1.17% less ownership

Funds ownership: 97.32%96.15% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

66% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.52M

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
68
Reduced
68
Closed
25
Calls
$1.53M
Puts
$4.52M
Net Calls
-$2.99M
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M -$3.25M -228,272 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M -$1.28M -89,800 -1%
HCC
3
Hill City Capital
Massachusetts
$91.7M
State Street
4
State Street
Massachusetts
$63.6M -$27.3M -1,915,908 -32%
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$57M
VOMP
6
Vision One Management Partners
Florida
$38.1M
Morgan Stanley
7
Morgan Stanley
New York
$33.3M -$3.52M -247,457 -10%
Goldman Sachs
8
Goldman Sachs
New York
$33M +$22.9M +1,606,626 +299%
JFG
9
Jefferies Financial Group
New York
$27.5M +$25.4M +1,786,019 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.7M +$780K +54,761 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$24.2M -$379K -26,610 -2%
Fisher Asset Management
12
Fisher Asset Management
Washington
$23.8M +$1.19M +83,712 +6%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$23.4M +$2.4M +168,607 +13%
N
14
Nuveen
North Carolina
$21.8M -$2.84M -199,371 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$16.3M +$1.66M +116,900 +12%
RA
16
Royce & Associates
New York
$15.6M +$30.6K +2,152 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.8M +$822K +57,700 +6%
PCM
18
Penn Capital Management
Pennsylvania
$14M -$237K -16,614 -2%
Invesco
19
Invesco
Georgia
$11.7M -$513K -35,998 -5%
Ameriprise
20
Ameriprise
Minnesota
$11.5M +$7.35M +516,399 +226%
Norges Bank
21
Norges Bank
Norway
$11.4M -$402K -28,200 -4%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$10.8M +$1M +70,500 +11%
Northern Trust
23
Northern Trust
Illinois
$10.3M -$272K -19,082 -3%
Charles Schwab
24
Charles Schwab
California
$10.1M +$344K +24,122 +4%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$10M

TGI Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q2 2024, worth a combined $1.14B — up 1.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TGI positions and 25 closed out — a net gain of 4 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $25.4M. The largest seller was State Street, cutting an estimated $27.3M.

  • 191 institutional investors held Triumph Group (TGI) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $1.14B of Triumph Group stock for Q2 2024, up 1.7% quarter-over-quarter.
  • 29 funds opened new Triumph Group positions in Q2 2024 and 25 closed out, a net change of +4 holders.
  • The largest Triumph Group buyer in Q2 2024 was Jefferies Financial Group, an estimated $25.4M added.
  • The largest Triumph Group seller in Q2 2024 was State Street, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2024.