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Triumph Financial Inc

210 hedge funds and large institutions have $1.73B invested in Triumph Financial Inc in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $2.46M

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

10% more funds holding

Funds holding: 191210 (+19)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

2.53% less ownership

Funds ownership: 95.48%92.95% (-2.5%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$94.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
71
Reduced
66
Closed
8
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Cercano Management
Washington
$10.4M -$257K -3,084 -2%
EARNEST Partners
27
EARNEST Partners
Georgia
$9.66M -$374K -4,480 -4%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$8.91M -$166K -1,988 -2%
Goldman Sachs
29
Goldman Sachs
New York
$8.69M +$1.79M +21,382 +24%
HCM
30
Hodges Capital Management
Texas
$8.3M +$41.7K +500 +0.5%
Principal Financial Group
31
Principal Financial Group
Iowa
$8.26M -$1.69M -20,289 -16%
IMA
32
Investment Management Associates
Colorado
$7.97M -$555K -6,647 -6%
FSCM
33
First Sabrepoint Capital Management
Texas
$7.95M -$5.29M -63,400 -39%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$7.62M +$923K +11,060 +13%
SEI Investments
35
SEI Investments
Pennsylvania
$7.18M +$28.1K +336 +0.4%
DCM
36
Driehaus Capital Management
Illinois
$6.57M +$387K +4,634 +6%
TC
37
TownSquare Capital
Utah
$6.54M -$178K -2,132 -3%
Norges Bank
38
Norges Bank
Norway
$6.05M -$907K -10,865 -13%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$5.28M -$125K -1,500 -2%
LCM
40
Legato Capital Management
California
$5.12M
Legal & General Group
41
Legal & General Group
United Kingdom
$4.82M -$27.8K -333 -0.5%
Invesco
42
Invesco
Georgia
$4.81M +$243K +2,907 +5%
N
43
Nuveen
North Carolina
$4.78M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.77M -$121K -1,453 -2%
Jane Street
45
Jane Street
New York
$4.28M +$2.17M +26,024 +94%
UBS AM
46
UBS AM
Illinois
$4.09M -$1.15M -13,806 -21%
Barclays
47
Barclays
United Kingdom
$4.08M +$2.02M +24,144 +89%
Macquarie Group
48
Macquarie Group
Australia
$3.96M +$28.4K +340 +0.7%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.7M -$83.5K -1,000 -2%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$3.69M -$37.2K -446 -1%

TFIN Hedge Fund Activity: Q3 2024 in Review

210 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2024, worth a combined $1.73B — down 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFIN positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $16.7M. The largest seller was Luxor Capital Group, cutting an estimated $23M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $1.73B of Triumph Financial Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 28 funds opened new Triumph Financial Inc positions in Q3 2024 and 8 closed out, a net change of +20 holders.
  • The largest Triumph Financial Inc buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $16.7M added.
  • The largest Triumph Financial Inc seller in Q3 2024 was Luxor Capital Group, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.