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Triumph Financial Inc
TFIN

176 hedge funds and large institutions have $1.12B invested in Triumph Financial Inc in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $620K

0.24% more ownership

Funds ownership: 83.96% → 84.2% (+0.24%)

1% less funds holding

Funds holding: 177 → 176 (-1)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

15% less capital invested

Capital invested by funds: $1.32B → $1.12B (-$204M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
58
Reduced
68
Closed
25
Calls
$3.09M
Puts
$620K
Net Calls
+$2.47M
Net Calls Change
+$739K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$20.3M
2
WHG
Westwood Holdings Group
Texas
+$11.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$9.78M
4
FSCM
First Sabrepoint Capital Management
Texas
+$7.57M
5
Goldman Sachs
Goldman Sachs
New York
+$7.41M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$27.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.8M
3
State Street
State Street
Massachusetts
-$15M
4
DCM
Driehaus Capital Management
Illinois
-$11.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$7.72M -$321K -4,886 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$7.32M +$2.38M +36,171 +37%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$7.07M +$88.7K +1,349 +1%
American Century Companies
29
American Century Companies
Missouri
$6.98M +$1.08M +16,435 +15%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$6.5M +$4.92M +74,824 +167%
FSCM
31
First Sabrepoint Capital Management
Texas
$6.25M +$7.57M +115,000 New
PFC
32
Phocas Financial Corp
California
$6.23M +$206K +3,136 +3%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$6.1M -$1.14M -17,399 -13%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$5.65M -$1.07M -16,308 -14%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$5.22M -$7.36M -111,856 -54%
Norges Bank
36
Norges Bank
Norway
$4.72M +$487K +7,399 +9%
Millennium Management
37
Millennium Management
New York
$4.7M +$1.39M +21,091 +32%
Federated Hermes
38
Federated Hermes
Pennsylvania
$4.67M +$998K +15,177 +21%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$4.51M +$706K +10,733 +15%
UM
40
Ulysses Management
New York
$4.35M – – –
CS
41
Credit Suisse
Switzerland
$4.21M -$3.73M -56,739 -42%
N
42
Nuveen
North Carolina
$4.1M -$128K -1,939 -3%
Invesco
43
Invesco
Georgia
$4M -$717K -10,905 -13%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.61M +$121K +1,838 +3%
Legal & General Group
45
Legal & General Group
United Kingdom
$3.55M -$138K -2,104 -3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$3.49M +$3.32M +50,500 +369%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.29M +$815K +12,387 +26%
Bank of America
48
Bank of America
North Carolina
$3.27M -$1.16M -17,693 -23%
CSS
49
Cubist Systematic Strategies
Connecticut
$3.26M -$795K -12,078 -17%
CRC
50
Curi RMB Capital
Illinois
$3.21M +$594K +9,037 +18%
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TFIN Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2022, worth a combined $1.12B — down 15% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TFIN and 24 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 58 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.3M. The largest seller was Ameriprise, cutting an estimated $27.6M.

  • 176 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2022, down from 177 in Q2 2022.
  • Funds reported $1.12B of Triumph Financial Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 24 funds opened new Triumph Financial Inc positions in Q3 2022 and 25 closed out, a net change of -1 holder.
  • The largest Triumph Financial Inc buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $20.3M added.
  • The largest Triumph Financial Inc seller in Q3 2022 was Ameriprise, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2022.