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Triumph Financial Inc

159 hedge funds and large institutions have $1.56B invested in Triumph Financial Inc in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

60% more capital invested

Capital invested by funds: $972M → $1.56B (+$585M)

41% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.04M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 145159 (+14)

0.25% more ownership

Funds ownership: 80.63%80.88% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
47
Reduced
65
Closed
15
Calls
$11.4M
Puts
$8.04M
Net Calls
+$3.33M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$10.6M +$2.17M +31,261 +30%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$10.4M -$174K -2,500 -2%
Citigroup
28
Citigroup
New York
$9.86M +$8.41M +120,972 +1,872%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.46M
Federated Hermes
30
Federated Hermes
Pennsylvania
$8.53M +$584K +8,396 +8%
HCM
31
Hodges Capital Management
Texas
$8.33M -$931K -13,386 -11%
PFC
32
Phocas Financial Corp
California
$7.52M -$253K -3,632 -4%
MAP
33
Moody Aldrich Partners
Massachusetts
$7.51M -$2.82M -40,488 -29%
Goldman Sachs
34
Goldman Sachs
New York
$7.4M +$3.22M +46,366 +94%
Invesco
35
Invesco
Georgia
$6.31M +$1.78M +25,587 +46%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$5.82M +$80.8K +1,161 +2%
MCA
37
Mendon Capital Advisors
Florida
$5.8M
MCM
38
Maltese Capital Management
New York
$5.61M +$1.22M +17,500 +32%
Bank of America
39
Bank of America
North Carolina
$5.51M +$1.87M +26,855 +61%
SCC
40
Second Curve Capital
Pennsylvania
$5.3M +$348K +5,000 +8%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.82M +$27K +388 +0.6%
Wells Fargo
42
Wells Fargo
California
$4.5M -$166K -2,386 -4%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.38M +$1.96M +28,213 +99%
Morgan Stanley
44
Morgan Stanley
New York
$4.33M -$1.43M -20,629 -27%
RIM
45
Ranger Investment Management
Texas
$4.23M -$2.12M -30,462 -36%
Swiss National Bank
46
Swiss National Bank
Switzerland
$4.18M +$41.7K +600 +1%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.61M -$236K -3,400 -7%
TRSOTSOK
48
Teachers Retirement System of the State of Kentucky
Kentucky
$3.58M -$215K -3,085 -6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.57M -$294K -4,232 -8%
Barclays
50
Barclays
United Kingdom
$3.57M +$860K +12,365 +37%

TFIN Hedge Fund Activity: Q1 2021 in Review

159 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2021, worth a combined $1.56B — up 60% from $972M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 15 closed out — a net gain of 15 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.9M.

  • 159 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $1.56B of Triumph Financial Inc stock for Q1 2021, up 60% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q1 2021 was American Century Companies, an estimated $29.1M added.
  • The largest Triumph Financial Inc seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.