Vault-13

TRIUMPH GROUP INC NEW TGI

COM · Common Stock · CUSIP 896818101 · ISIN US8968181011

178 institutional holders +0 vs Q4 2022
67,424,41867.4m shares reported held*
$781.8mreported value*
18 new 62 added 65 reduced 17 sold out net bought ≈ $63.4m (+5.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.60. Options: 10 managers hold calls ($33.1m notional), 7 hold puts ($4.9m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 166Q4 22: 178Q1 23: 178178Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022166
Q4 2022178
Q1 2023178

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 93 bought or addedQ4 22: 77 cut or sold outQ4 22Q1 23: 80 bought or addedQ1 23: 82 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20229377
Q1 20238082

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 22 calls: $1.1mQ3 22 puts: $971.0kQ3 22P/C 0.91Q4 22 calls: $14.6mQ4 22 puts: $1.5mQ4 22P/C 0.10Q1 23 calls: $33.1mQ1 23 puts: $4.9mQ1 23P/C 0.15
Numbers
QuarterCallsPutsP/C
Q3 2022$1.1m$971.0k0.91
Q4 2022$14.6m$1.5m0.10
Q1 2023$33.1m$4.9m0.15

Biggest buyers

FMR LLC Added +1,610,141+1.6m
Hill City Capital, LP Added +1,610,000+1.6m
MILLENNIUM MANAGEMENT LLC Added +1,471,703+1.5m
STATE STREET CORP Added +943,658+943.7k
Fisher Asset Management, LLC Added +610,072+610.1k
GOLDMAN SACHS GROUP INC Added +489,842+489.8k
DIMENSIONAL FUND ADVISORS LP Added +316,407+316.4k
First Eagle Investment Management, LLC Added +309,500+309.5k
Nuveen Asset Management, LLC Added +222,098+222.1k
VOLORIDGE INVESTMENT MANAGEMENT, LLC New +191,914+191.9k

Biggest sellers

FRONTIER CAPITAL MANAGEMENT CO LLC Sold out -1,729,614-1.7m
TWO SIGMA INVESTMENTS, LP Reduced -337,064-337.1k
MORGAN STANLEY Reduced -269,377-269.4k
Balyasny Asset Management L.P. Reduced -227,772-227.8k
Graham Capital Management, L.P. Reduced -184,501-184.5k
NORGES BANK Reduced -180,900-180.9k
HENNESSY ADVISORS INC Sold out -176,700-176.7k
Public Sector Pension Investment Board Reduced -168,916-168.9k
TWO SIGMA ADVISERS, LP Reduced -159,300-159.3k
Maple Rock Capital Partners Inc. Reduced -141,897-141.9k

Biggest calls

Paloma Partners Management Co Added $7.7m661.0k shares
Walleye Trading LLC Added $7.1m613.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.6m397.0k shares
SIMPLEX TRADING, LLC Added $4.0m348.5k shares
CITADEL ADVISORS LLC Added $3.3m283.9k shares
JANE STREET GROUP, LLC New $3.1m263.8k shares
GROUP ONE TRADING LLC Added $3.0m262.2k shares
PEAK6 Investments LLC Added $234.1k20.2k shares
Skaana Management L.P. New $64.9k5.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Quarry LP New $1.7m150.0k shares
WOLVERINE ASSET MANAGEMENT LLC New $1.2m100.0k shares
CITADEL ADVISORS LLC Added $824.0k71.1k shares
CSS LLC/IL New $685.0k59.1k shares
PEAK6 Investments LLC New $430.0k37.1k shares
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) New $43.6k30.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STATE STREET CORP 13G · institution +2.3 pts · filed 2025-08-11 7.1% +2.3 pts 5.5m 2025-08-11

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 11,193,47511.2m $129.7m $129.7m 0.00% Reduced -45.1k -45,140
2 T. Rowe Price Investment Management, Inc. 0.07% of their portfolio BALTIMORE, MD 8,852,5658.9m $102.6m $102.6m 0.07% Added +110.5k +110,492
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,745,6405.7m $66.6m $66.6m 0.00% Added +89.7k +89,695
4 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,936,9324.9m $57.2m $57.2m 0.00% Added +943.7k +943,658
5 Hill City Capital, LP 7.21% of their portfolio BOSTON, MA 3,166,0003.2m $36.7m $36.7m 7.21% Added +1.6m +1,610,000
6 FMR LLC 0.00% of their portfolio BOSTON, MA 3,048,0023.0m $35.3m $35.3m 0.00% Added +1.6m +1,610,141
7 Maple Rock Capital Partners Inc. 2.58% of their portfolio Toronto, A6 2,269,1892.3m $26.3m $26.3m 2.58% Reduced -141.9k -141,897
8 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 2,034,2062.0m $23.6m $23.6m 0.03% Added +1.5m +1,471,703
9 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,729,3591.7m $20.0m $20.0m 0.01% Added +489.8k +489,842
10 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 1,495,3441.5m $17.3m $17.3m 0.01% Added +222.1k +222,098
11 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 1,430,5811.4m $16.6m $16.6m 0.01% Added +610.1k +610,072
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,233,0501.2m $14.3m $14.3m 0.00% Added +59.0k +59,010
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,173,4111.2m $13.6m $13.6m 0.00% Reduced -269.4k -269,377
14 ROYCE & ASSOCIATES LP 0.12% of their portfolio New York, NY 1,001,4031.0m $11.6m $11.6m 0.12% Added +7.0k +7,000
15 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 976,680976.7k $11.3m $11.3m 0.02% Reduced -85.4k -85,404
16 Penn Capital Management Company, LLC 1.10% of their portfolio PHILADELPHIA, PA 944,595944.6k $11.0m $11.0m 1.10% Added +74.9k +74,931
17 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 693,274693.3k $8.0m $8.0m 0.01% Added +47.4k +47,406
18 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 670,300670.3k $7.8m $7.8m 0.01% Added +164.3k +164,300
19 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 641,147641.1k $7.4m $7.4m 0.00% Added +65.3k +65,274
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 637,505637.5k $7.4m $7.4m 0.00% Reduced -3.9k -3,921
21 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 573,768573.8k $6.6m $6.6m 0.00% Added +316.4k +316,407
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 569,008569.0k $6.6m $6.6m 0.00% Reduced -16.6k -16,645
23 Rock Point Advisors, LLC 2.17% of their portfolio BURLINGTON, VT 550,771550.8k $6.4m $6.4m 2.17% Reduced -1.1k -1,130
24 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 535,486535.5k $6.2m $6.2m 0.01% Added +118.9k +118,944
25 Smith, Graham & Co., Investment Advisors, LP 0.69% of their portfolio Houston, TX 491,835491.8k $5.7m $5.7m 0.69% Reduced -1.6k -1,553
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 488,023488.0k $5.7m $5.7m 0.00% Added +5.3k +5,266
27 Homestead Advisers Corp 0.15% of their portfolio Arlington, VA 469,430469.4k $5.4m $5.4m 0.15% Added +108.3k +108,330
28 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 414,000414.0k $4.8m $4.8m 0.02% Added +18.4k +18,400
29 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 398,110398.1k $4.6m $4.6m 0.01% Added +309.5k +309,500
30 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 392,753392.8k $4.6m $4.6m 0.00% Reduced -4.0k -3,984
31 Quarry LP 1.92% of their portfolio NEW YORK, NY 297,775297.8k $3.5m $3.5m 1.92% Added +96.6k +96,574
32 Public Sector Pension Investment Board 0.03% of their portfolio MONTREAL, A8 294,339294.3k $3.4m $3.4m 0.03% Reduced -168.9k -168,916
33 tru Independence LLC 1.02% of their portfolio PORTLAND, OR 272,583272.6k $3.2m $3.2m 1.02% Added +22.0k +21,975
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 265,985266.0k $3.1m $3.1m 0.00% Added +71.4k +71,428
35 ALGERT GLOBAL LLC 0.14% of their portfolio SAN FRANCISCO, CA 255,390255.4k $3.0m $3.0m 0.14% Added +92.7k +92,713
36 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 251,759251.8k $2.9m $2.9m 0.00% Added +784 +784
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 250,792250.8k $2.9m $2.9m 0.00% Reduced -9.1k -9,062
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 248,589248.6k $2.9m $2.9m 0.00% Added +92.2k +92,199
39 ExodusPoint Capital Management, LP 0.03% of their portfolio NEW YORK, NY 235,613235.6k $2.7m $2.7m 0.03% Added +11.5k +11,491
40 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 218,519218.5k $2.5m $2.5m 0.00% Added +7.7k +7,686
41 NORGES BANK 0.00% of their portfolio OSLO, Q8 200,200200.2k $2.3m $2.3m 0.00% Reduced -180.9k -180,900
42 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 191,914191.9k $2.2m $2.2m 0.01% New
43 LATHROP INVESTMENT MANAGEMENT CO 0.47% of their portfolio LITTLE ROCK, AR 191,860191.9k $2.2m $2.2m 0.47% Reduced -14.3k -14,327
44 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 189,830189.8k $2.2m $2.2m 0.00% Added +153.4k +153,389
45 Legal & General Group Plc 0.00% of their portfolio London, X0 184,544184.5k $2.1m $2.1m 0.00% Added +13.6k +13,593
46 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 178,849178.8k $2.1m $2.1m 0.01% Reduced -21.7k -21,651
47 AXA S.A. 0.01% of their portfolio PARIS, I0 167,900167.9k $1.9m $1.9m 0.01% Added +71.9k +71,900
48 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 162,599162.6k $1.9m $1.9m 0.04% Reduced -1.7k -1,681
49 Chatham Asset Management, LLC 7.88% of their portfolio Chatham, NJ 150,000150.0k $1.7m $1.7m 7.88% New
50 Swiss National Bank 0.00% of their portfolio ZURICH, V8 140,300140.3k $1.6m $1.6m 0.00% Reduced -16.6k -16,600
51 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 130,760130.8k $1.5m $1.5m 0.00% Reduced -46.8k -46,823
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 127,413127.4k $1.5m $1.5m 0.00% Added +61.3k +61,284
53 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 121,500121.5k $1.4m $1.4m 0.00% Reduced -159.3k -159,300
54 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 115,922115.9k $1.3m $1.3m 0.01% New
55 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 115,715115.7k $1.3m $1.3m 0.01% Reduced -79.1k -79,063
56 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 112,505112.5k $1.3m $1.3m 0.00% Added +12.5k +12,545
57 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 104,384104.4k $1.2m $1.2m 0.01% Added +22.6k +22,577
58 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 99,994100.0k $1.2m $1.2m 0.02% Reduced -40.2k -40,173
59 WealthTrust Axiom LLC 0.39% of their portfolio WAYNE, PA 99,19899.2k $1.1m $1.1m 0.39% Reduced -5.2k -5,150
60 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 91,48191.5k $1.1m $1.1m 0.00% Reduced -600 -600
61 Keeley-Teton Advisors, LLC 0.13% of their portfolio Chicago, IL 87,58487.6k $1.0m $1.0m 0.13% Unchanged
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 86,83186.8k $1.0m $1.0m 0.00% Reduced -20.1k -20,059
63 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 85,64485.6k $992.6k $992.6k 0.01% Added +7.4k +7,361
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 80,91980.9k $937.9k $937.9k 0.00% Reduced -1.1k -1,108
65 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 78,22078.2k $906.6k $906.6k 0.01% Reduced -36.1k -36,130
66 PDT Partners, LLC 0.12% of their portfolio New York, NY 75,58375.6k $876.0k $876.0k 0.12% Reduced -5.0k -4,987
67 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 74,70074.7k $865.8k $865.8k 0.00% Unchanged
68 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 74,60674.6k $864.7k $864.7k 0.00% Added +1.9k +1,915
69 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 74,00074.0k $857.7k $857.7k 0.00% Reduced -38.0k -38,000
70 Praetorian PR LLC 0.61% of their portfolio RINCON, PR 70,00070.0k $811.3k $811.3k 0.61% First filing
71 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 69,59769.6k $806.6k $806.6k 0.00% Reduced -116.1k -116,065
72 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 68,83568.8k $797.8k $797.8k 0.01% Reduced -731 -731
73 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 64,42764.4k $747.0k $747.0k 0.00% Reduced -2.2k -2,248
74 Engineers Gate Manager LP 0.03% of their portfolio NEW YORK, NY 62,67062.7k $726.3k $726.3k 0.03% Added +4.2k +4,158
75 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 62,58462.6k $837.4k $837.4k 0.00% Reduced -2.3k -2,285
76 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 62,56062.6k $725.1k $725.1k 0.00% Unchanged
77 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 60,69860.7k $703.0k $703.0k 0.00% Reduced -6.2k -6,244
78 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 58,46158.5k $677.6k $677.6k 0.00% Reduced -227.8k -227,772
79 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 58,37158.4k $676.5k $676.5k 0.03% Reduced -91 -91
80 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 58,16258.2k $674.1k $674.1k 0.00% Added +5.2k +5,203
81 TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio AUSTIN, TX 57,90357.9k $671.1k $671.1k 0.01% Added +14.4k +14,447
82 OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio FORT LAUDERDALE, FL 57,12757.1k $662.1k $662.1k 0.06% New
83 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 56,38856.4k $654.0k $654.0k 0.01% New
84 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 53,58453.6k $621.0k $621.0k 0.00% Added +10.4k +10,430
85 GSA CAPITAL PARTNERS LLP 0.06% of their portfolio LONDON, X0 51,74851.7k $600.0k $600.0k 0.06% New
86 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 51,50051.5k $596.9k $596.9k 0.00% Reduced -18.0k -18,016
87 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 49,70049.7k $576.0k $576.0k 0.01% New
88 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 44,51844.5k $515.0k $515.0k 0.01% Reduced -744 -744
89 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 44,50044.5k $515.8k $515.8k 0.00% Reduced -94.5k -94,500
90 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 44,25744.3k $512.9k $512.9k 0.00% Reduced -30.9k -30,910
91 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,64243.6k $505.8k $505.8k 0.00% Added +12.1k +12,133
92 Dynamic Technology Lab Private Ltd 0.05% of their portfolio SINGAPORE, U0 43,24743.2k $501.0k $501.0k 0.05% Reduced -76.8k -76,802
93 SASCO CAPITAL INC / CT/ 0.06% of their portfolio FAIRFIELD, CT 43,06343.1k $499.1k $499.1k 0.06% Added +230 +230
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 42,96843.0k $498.0k $498.0k 0.00% Added +11.3k +11,349
95 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 39,58739.6k $458.8k $458.8k 0.01% Added +7.8k +7,836
96 BOULDER HILL CAPITAL MANAGEMENT LP 0.35% of their portfolio NEW YORK, NY 37,50037.5k $434.6k $434.6k 0.35% Reduced -3.8k -3,831
97 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 36,93536.9k $428.1k $428.1k 0.00% New
98 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 36,92136.9k $427.9k $427.9k 0.01% Reduced -4.3k -4,345
99 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 35,03235.0k $406.0k $406.0k 0.00% Added +150 +150
100 Jade Capital Advisors, LLC 0.58% of their portfolio Essex Fells, NJ 35,00035.0k $405.6k $405.6k 0.58% Reduced -40.0k -40,000