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Triumph Financial Inc

191 hedge funds and large institutions have $1.82B invested in Triumph Financial Inc in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $2.3M

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$233M)

9.57% more ownership

Funds ownership: 85.92%95.48% (+9.6%)

8% more funds holding

Funds holding: 177191 (+14)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
60
Reduced
58
Closed
19
Calls
$5.22M
Puts
$2.3M
Net Calls
+$2.92M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$12.2M +$5.78M +77,546 +108%
NI
27
NFC Investments
Tennessee
$11.3M +$48.4K +650 +0.5%
CM
28
Cercano Management
Washington
$11M +$10M +134,176 New
EARNEST Partners
29
EARNEST Partners
Georgia
$10.3M -$217K -2,906 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$10.1M -$139K -1,865 -1%
KCM
31
Kennedy Capital Management
Missouri
$9.84M -$505K -6,778 -5%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$9.32M -$249K -3,344 -3%
IMA
33
Investment Management Associates
Colorado
$8.73M -$45K -604 -0.6%
HCM
34
Hodges Capital Management
Texas
$8.49M -$19.7K -265 -0.3%
SEI Investments
35
SEI Investments
Pennsylvania
$7.36M +$3.3M +44,233 +97%
Goldman Sachs
36
Goldman Sachs
New York
$7.18M +$93.4K +1,254 +1%
Norges Bank
37
Norges Bank
Norway
$7.11M +$2.02M +27,100 +45%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$6.93M +$1.03M +13,833 +19%
TC
39
TownSquare Capital
Utah
$6.89M +$6.28M +84,339 New
DCM
40
Driehaus Capital Management
Illinois
$6.38M -$5.82M -78,091 -50%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$5.55M +$14K +188 +0.3%
UBS AM
42
UBS AM
Illinois
$5.33M +$2.88M +38,687 +146%
LCM
43
Legato Capital Management
California
$5.26M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$5.02M -$372K -4,987 -8%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.98M -$19.2K -257 -0.4%
N
46
Nuveen
North Carolina
$4.91M +$90.7K +1,217 +2%
Invesco
47
Invesco
Georgia
$4.7M -$50.9K -683 -1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$4.61M +$337K +4,526 +9%
Macquarie Group
49
Macquarie Group
Australia
$4.04M -$4.32K -58 -0.1%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.89M +$250K +3,353 +8%

TFIN Hedge Fund Activity: Q2 2024 in Review

191 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2024, worth a combined $1.82B — up 15% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFIN positions and 19 closed out — a net gain of 16 holders — while 60 added to existing stakes and 58 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $141M. The largest seller was Luxor Capital Group, cutting an estimated $19.6M.

  • 191 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2024, up from 177 in Q1 2024.
  • Funds reported $1.82B of Triumph Financial Inc stock for Q2 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Triumph Financial Inc positions in Q2 2024 and 19 closed out, a net change of +16 holders.
  • The largest Triumph Financial Inc buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $141M added.
  • The largest Triumph Financial Inc seller in Q2 2024 was Luxor Capital Group, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.