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Triumph Financial Inc

116 hedge funds and large institutions have $580M invested in Triumph Financial Inc in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more capital invested

Capital invested by funds: $437M → $580M (+$143M)

0.2% more ownership

Funds ownership: 74.62%74.82% (+0.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 117116 (-1)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $825K

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
38
Reduced
39
Closed
14
Calls
Puts
$825K
Net Calls
-$825K
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Mendon Capital Advisors
Florida
$4.67M
Charles Schwab
27
Charles Schwab
California
$4.66M +$35.4K +1,295 +0.9%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.81M -$1.37M -50,000 -29%
N
29
Nuveen
North Carolina
$3.18M +$398K +14,533 +17%
RIM
30
Ranger Investment Management
Texas
$3.09M +$1.49M +54,280 +120%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.17M -$107K -3,915 -5%
Morgan Stanley
32
Morgan Stanley
New York
$1.95M -$148K -5,412 -8%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.92M +$31.5K +1,152 +2%
Wells Fargo
34
Wells Fargo
California
$1.8M -$342K -12,500 -18%
Goldman Sachs
35
Goldman Sachs
New York
$1.73M +$154K +5,610 +11%
MCM
36
Maltese Capital Management
New York
$1.71M +$1.51M +55,000 New
Boston Partners
37
Boston Partners
Massachusetts
$1.65M +$1.12M +40,942 +336%
WC
38
Walthausen & Co
New York
$1.64M
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.63M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.6M +$71.2K +2,600 +5%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.55M
TRSOTSOK
42
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M +$246K +8,991 +22%
FCM
43
FJ Capital Management
Virginia
$1.48M +$1.29M +47,000 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.45M +$210K +7,661 +20%
Macquarie Group
45
Macquarie Group
Australia
$1.35M -$43.7K -1,596 -4%
BCM
46
Bridgeway Capital Management
Texas
$1.29M
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.29M -$45.6K -1,667 -4%
Bank of America
48
Bank of America
North Carolina
$1.26M -$374K -13,648 -25%
Invesco
49
Invesco
Georgia
$1.22M -$61.4K -2,242 -5%
US Bancorp
50
US Bancorp
Minnesota
$1.14M +$755K +27,602 +305%

TFIN Hedge Fund Activity: Q3 2020 in Review

116 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2020, worth a combined $580M — up 33% from $437M a quarter earlier.

Fund positioning in TFIN was balanced in Q3 2020: 14 funds opened new positions, 14 closed out, 38 added to existing stakes and 39 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $9.52M. The largest seller was Driehaus Capital Management, cutting an estimated $2.52M.

  • 116 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2020, down from 117 in Q2 2020.
  • Funds reported $580M of Triumph Financial Inc stock for Q3 2020, up 33% quarter-over-quarter.
  • 14 funds opened new Triumph Financial Inc positions in Q3 2020 and 14 closed out, a net change of 0 holders.
  • The largest Triumph Financial Inc buyer in Q3 2020 was Russell Investments Group, an estimated $9.52M added.
  • The largest Triumph Financial Inc seller in Q3 2020 was Driehaus Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.