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Triumph Financial, Inc.
TFIN

Overview Fund Activity

160 hedge funds and large institutions have $1.31B invested in Triumph Financial, Inc. in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
15
Increased
50
Reduced
62
Closed
11
Calls
$25.6M
Puts
$2.4M
Net Calls
+$23.2M
Net Calls Change
+$18.3M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$64.3M
2
AC
AltraVue Capital
Washington
+$41.8M
3
WCM
Woodson Capital Management
Connecticut
+$16.2M
4
BCM
Bares Capital Management
Texas
+$9.86M
5
Morgan Stanley
Morgan Stanley
New York
+$4.55M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$12M
2
LCG
Luxor Capital Group
New York
-$11.7M
3
State Street
State Street
Massachusetts
-$9.79M
4
Norges Bank
Norges Bank
Norway
-$3.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
26
EARNEST Partners
Georgia
$9.26M +$359K +5,546 +4%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$9.01M -$69.2K -1,068 -0.8%
RA
28
Royce & Associates
New York
$8.9M – – –
Goldman Sachs
29
Goldman Sachs
New York
$7.93M +$897K +13,849 +13%
Principal Financial Group
30
Principal Financial Group
Iowa
$7.57M -$525K -8,103 -6%
IMA
31
Investment Management Associates
Colorado
$7.49M -$109K -1,687 -1%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$7.01M -$427K -6,592 -6%
HCM
33
Hodges Capital Management
Texas
$5.28M -$1.86M -28,725 -26%
Wells Fargo
34
Wells Fargo
California
$5.15M +$119K +1,842 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.71M +$2.15M +33,135 +84%
CS
36
Credit Suisse
Switzerland
$4.49M +$17K +263 +0.4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.44M +$17.2K +266 +0.4%
Legal & General Group
38
Legal & General Group
United Kingdom
$4.01M -$143K -2,203 -3%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$3.85M -$109K -1,675 -3%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$3.56M -$2.32M -35,758 -39%
Invesco
41
Invesco
Georgia
$3.53M -$36.2K -558 -1%
FHC
42
Forest Hill Capital
Arkansas
$3.47M – – –
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.45M -$432K -6,666 -11%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.16M +$32.4K +500 +1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$2.89M +$2.28M +35,232 +374%
Citadel Advisors
46
Citadel Advisors
Florida
$2.87M +$358K +5,530 +14%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$2.86M +$193K +2,986 +7%
Macquarie Group
48
Macquarie Group
Australia
$2.79M +$54.4K +840 +2%
Norges Bank
49
Norges Bank
Norway
$2.61M -$3.03M -46,712 -54%
LCM
50
Legato Capital Management
California
$2.51M +$2.51M +38,674 New
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