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TGI

Triumph Group

Delisted

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

179 hedge funds and large institutions have $1.03B invested in Triumph Group in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 96.15%102.88% (+6.7%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

6% less funds holding

Funds holding: 191179 (-12)

10% less capital invested

Capital invested by funds: $1.14B → $1.03B (-$118M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

71% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $3.88M

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
63
Reduced
69
Closed
29
Calls
$1.11M
Puts
$3.88M
Net Calls
-$2.77M
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$153M -$1.09M -74,836 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.7M +$951K +65,565 +1%
HCC
3
Hill City Capital
Massachusetts
$76.7M
Goldman Sachs
4
Goldman Sachs
New York
$69.1M +$46.6M +3,216,951 +150%
State Street
5
State Street
Massachusetts
$57.3M +$4.67M +322,048 +8%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$42.8M -$5.45M -376,000 -10%
ICM
7
Irenic Capital Management
New York
$40.7M +$45.8M +3,158,726 New
Morgan Stanley
8
Morgan Stanley
New York
$39.2M +$12.7M +878,584 +41%
VOMP
9
Vision One Management Partners
Florida
$31.9M
JFG
10
Jefferies Financial Group
New York
$31.4M +$9.43M +650,456 +36%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.3M +$1.88M +129,391 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$20.1M -$143K -9,838 -0.6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$20M +$78K +5,377 +0.3%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$14.3M -$5.87M -404,595 -27%
First Trust Advisors
15
First Trust Advisors
Illinois
$13.7M +$12.5M +860,667 +418%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$13.3M +$8.74M +603,067 +141%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.9M +$592K +40,800 +4%
PCM
18
Penn Capital Management
Pennsylvania
$12.1M +$484K +33,381 +4%
RA
19
Royce & Associates
New York
$11.9M -$1.2M -82,850 -8%
Ameriprise
20
Ameriprise
Minnesota
$11.2M +$1.77M +122,099 +16%
Invesco
21
Invesco
Georgia
$10.3M +$618K +42,650 +6%
Northern Trust
22
Northern Trust
Illinois
$9.31M +$791K +54,560 +8%
Charles Schwab
23
Charles Schwab
California
$8.77M +$391K +26,969 +4%
Norges Bank
24
Norges Bank
Norway
$8.73M -$895K -61,700 -8%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$8.63M +$265K +18,291 +3%

TGI Hedge Fund Activity: Q3 2024 in Review

179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q3 2024, worth a combined $1.03B — down 10% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TGI and 17 opened new positions — a net loss of 12 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Goldman Sachs, adding an estimated $46.6M. The largest seller was Nuveen, cutting an estimated $17.4M.

  • 179 institutional investors held Triumph Group (TGI) as of Q3 2024, down from 191 in Q2 2024.
  • Funds reported $1.03B of Triumph Group stock for Q3 2024, down 10% quarter-over-quarter.
  • 17 funds opened new Triumph Group positions in Q3 2024 and 29 closed out, a net change of -12 holders.
  • The largest Triumph Group buyer in Q3 2024 was Goldman Sachs, an estimated $46.6M added.
  • The largest Triumph Group seller in Q3 2024 was Nuveen, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.