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Triumph Financial, Inc.
TFIN

Overview Fund Activity

172 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
24
Increased
55
Reduced
59
Closed
12
Calls
$10.3M
Puts
$200K
Net Calls
+$10.1M
Net Calls Change
-$13.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$9.46M
4
BlackRock
BlackRock
New York
+$8.81M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.3M
2
Ameriprise
Ameriprise
Minnesota
-$20.8M
3
LCG
Luxor Capital Group
New York
-$18.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.9M
5
IMA
Investment Management Associates
Colorado
-$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
26
NFC Investments
Tennessee
$11.1M +$11.1M +138,330 New
HCM
27
Hodges Capital Management
Texas
$11M +$4.5M +56,100 +69%
EARNEST Partners
28
EARNEST Partners
Georgia
$10.6M -$868K -10,820 -8%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$10.3M -$886K -11,055 -8%
Goldman Sachs
30
Goldman Sachs
New York
$10M +$178K +2,223 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$9.06M -$305K -3,810 -3%
RA
32
Royce & Associates
New York
$7.76M -$3.25M -40,488 -29%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$6.28M -$2.39M -29,860 -28%
Wells Fargo
34
Wells Fargo
California
$6.02M -$353K -4,405 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.84M +$6.66K +83 +0.1%
Invesco
36
Invesco
Georgia
$5.72M +$1.35M +16,889 +31%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.34M -$157K -1,954 -3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$5.26M +$1.68M +20,909 +47%
LCM
39
Legato Capital Management
California
$4.97M +$1.87M +23,270 +60%
Legal & General Group
40
Legal & General Group
United Kingdom
$4.91M -$53.7K -670 -1%
CS
41
Credit Suisse
Switzerland
$4.84M -$711K -8,867 -13%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$4.82M +$48K +599 +1%
Norges Bank
43
Norges Bank
Norway
$4.8M +$1.57M +19,600 +49%
Barclays
44
Barclays
United Kingdom
$4.38M +$1.33M +16,629 +44%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.28M +$17.5K +218 +0.4%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$4.12M -$290K -3,619 -7%
Macquarie Group
47
Macquarie Group
Australia
$4.04M +$588K +7,330 +17%
BFM
48
Boothbay Fund Management
New York
$4.01M +$4.01M +50,000 New
Citadel Advisors
49
Citadel Advisors
Florida
$3.98M +$427K +5,331 +12%
FHC
50
Forest Hill Capital
Arkansas
$3.89M -$401K -5,000 -9%
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