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Triumph Financial, Inc.
TFIN

Overview Fund Activity

157 hedge funds and large institutions have $1.15B invested in Triumph Financial, Inc. in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
47
Reduced
68
Closed
16
Calls
$7.19M
Puts
$2.33M
Net Calls
+$4.87M
Net Calls Change
+$2.94M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$57.1M
2
KCM
Kennedy Capital Management
Missouri
+$6.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.44M
4
BCM
Bares Capital Management
Texas
+$4.81M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.15M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$22.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.8M
3
BlackRock
BlackRock
New York
-$10M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.39M
5
Ameriprise
Ameriprise
Minnesota
-$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$8.34M -$716K -11,789 -8%
Principal Financial Group
27
Principal Financial Group
Iowa
$7.58M -$709K -11,675 -9%
IMA
28
Investment Management Associates
Colorado
$7.13M +$2.58M +42,502 +57%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$6.97M +$446K +7,338 +7%
Goldman Sachs
30
Goldman Sachs
New York
$6.6M +$1.87M +30,842 +40%
DCM
31
Driehaus Capital Management
Illinois
$5.91M +$216K +3,562 +4%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$5.51M -$837K -13,778 -13%
Norges Bank
33
Norges Bank
Norway
$5.28M – – –
BCM
34
Bares Capital Management
Texas
$4.81M +$4.81M +79,166 New
Wells Fargo
35
Wells Fargo
California
$4.71M -$73.9K -1,217 -2%
CS
36
Credit Suisse
Switzerland
$4.19M -$2.04M -33,652 -33%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.15M -$158K -2,609 -4%
Legal & General Group
38
Legal & General Group
United Kingdom
$3.89M -$159K -2,615 -4%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$3.71M -$631K -10,395 -15%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64M -$67.1K -1,105 -2%
CRC
41
Curi RMB Capital
Illinois
$3.58M – – –
Invesco
42
Invesco
Georgia
$3.34M -$229K -3,767 -6%
FHC
43
Forest Hill Capital
Arkansas
$3.25M – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.93M -$109K -1,800 -4%
Barclays
45
Barclays
United Kingdom
$2.76M +$957K +15,755 +53%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.73M +$580K +9,560 +27%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.62M +$1.94K +32 +0.1%
Macquarie Group
48
Macquarie Group
Australia
$2.57M +$392K +6,451 +18%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$2.5M -$852K -14,034 -25%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$2.41M +$74.4K +1,225 +3%
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