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Triumph Financial Inc

167 hedge funds and large institutions have $943M invested in Triumph Financial Inc in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $352K

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.95% less ownership

Funds ownership: 84.2%82.24% (-2%)

5% less funds holding

Funds holding: 176167 (-9)

16% less capital invested

Capital invested by funds: $1.12B → $943M (-$175M)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
66
Reduced
56
Closed
29
Calls
$1.78M
Puts
$352K
Net Calls
+$1.43M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$6.19M +$775K +14,342 +13%
Two Sigma Investments
27
Two Sigma Investments
New York
$5.5M -$1.68M -31,129 -22%
HCM
28
Hodges Capital Management
Texas
$5.42M +$4.59M +84,885 +327%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$4.84M -$7.1M -131,369 -57%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$4.69M +$1.71M +31,700 +49%
Norges Bank
31
Norges Bank
Norway
$4.25M
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$4.12M +$74.1K +1,372 +2%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.98M -$1.22M -22,543 -22%
Marshall Wace
34
Marshall Wace
United Kingdom
$3.87M -$4.24M -78,474 -50%
CS
35
Credit Suisse
Switzerland
$3.77M -$17.2K -319 -0.4%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$3.54M -$1.27M -23,551 -25%
Wells Fargo
37
Wells Fargo
California
$3.37M +$3.29M +60,814 +754%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.36M +$127K +2,360 +4%
N
39
Nuveen
North Carolina
$3.24M -$495K -9,170 -12%
Legal & General Group
40
Legal & General Group
United Kingdom
$3.21M +$19.8K +366 +0.6%
Goldman Sachs
41
Goldman Sachs
New York
$3.18M -$5.73M -106,085 -62%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.98M +$22.5K +416 +0.7%
CSS
43
Cubist Systematic Strategies
Connecticut
$2.75M -$199K -3,686 -6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.74M -$21.6K -400 -0.7%
Citadel Advisors
45
Citadel Advisors
Florida
$2.68M -$4.31M -79,723 -59%
FHC
46
Forest Hill Capital
Arkansas
$2.62M
Invesco
47
Invesco
Georgia
$2.33M -$1.39M -25,767 -35%
KCM
48
Kennedy Capital Management
Missouri
$2.19M +$172K +3,192 +8%
Millennium Management
49
Millennium Management
New York
$2.12M -$2.33M -43,147 -50%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.01M -$53.6K -993 -2%

TFIN Hedge Fund Activity: Q4 2022 in Review

167 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2022, worth a combined $943M — down 16% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TFIN and 21 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 66 added.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Ameriprise, cutting an estimated $10.4M.

  • 167 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2022, down from 176 in Q3 2022.
  • Funds reported $943M of Triumph Financial Inc stock for Q4 2022, down 16% quarter-over-quarter.
  • 21 funds opened new Triumph Financial Inc positions in Q4 2022 and 29 closed out, a net change of -8 holders.
  • The largest Triumph Financial Inc buyer in Q4 2022 was Bank of America, an estimated $12.4M added.
  • The largest Triumph Financial Inc seller in Q4 2022 was Ameriprise, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2022.