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Triumph Financial Inc
TFIN

132 hedge funds and large institutions have $845M invested in Triumph Financial Inc in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

9.08% more ownership

Funds ownership: 75.12% → 84.2% (+9.1%)

5% more capital invested

Capital invested by funds: $803M → $845M (+$41.7M)

2% more funds holding

Funds holding: 130 → 132 (+2)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
132
Holders Change
+2
Holders Change %
+1.54%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
27
Increased
52
Reduced
36
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$76.6M
2
PCM
Peregrine Capital Management
Minnesota
+$18.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M
4
State Street
State Street
Massachusetts
+$11.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$8.11M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$8.23M
2
MCA
Mendon Capital Advisors
Florida
-$7.65M
3
CRC
Curi RMB Capital
Illinois
-$6.43M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
51
ELCO Management
New York
$1.86M -$989K -23,803 -33%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.69M – – –
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.58M – – –
PRCP
54
Pacific Ridge Capital Partners
Oregon
$1.56M +$90.6K +2,180 +6%
UM
55
Ulysses Management
New York
$1.53M -$1.66M -40,000 -50%
Prudential Financial
56
Prudential Financial
New Jersey
$1.52M +$1.66M +39,880 New
Barclays
57
Barclays
United Kingdom
$1.47M +$1.12M +27,063 +236%
Macquarie Group
58
Macquarie Group
Australia
$1.46M +$1.53M +36,781 +2,656%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.46M -$1.06M -25,404 -40%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.4M -$540 -13 -0%
FDS
61
First Dallas Securities
Texas
$1.4M +$43.6K +1,050 +3%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.39M – – –
ASRS
63
Arizona State Retirement System
Arizona
$1.34M +$1.46M +35,054 New
ERSOT
64
Employees Retirement System of Texas
Texas
$1.34M – – –
SI
65
Stephens Inc
Arkansas
$1.33M +$1.45M +34,810 New
WC
66
Walthausen & Co
New York
$1.29M +$1.4M +33,790 New
VRS
67
Virginia Retirement Systems
Virginia
$1.21M – – –
Canada Life
68
Canada Life
Manitoba, Canada
$1.12M +$1.13M +27,295 +1,254%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$1M +$239K +5,747 +28%
PPA
70
Parametric Portfolio Associates
Washington
$982K -$29.3K -704 -3%
FCM
71
FJ Capital Management
Virginia
$955K -$8.23M -198,200 -89%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$893K +$971K +23,381 New
UCFA
73
United Capital Financial Advisors
Texas
$855K +$180K +4,324 +24%
Comerica Bank
74
Comerica Bank
Texas
$800K +$973K +23,415 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$790K +$116K +2,789 +16%
1 2
3
4 5

TFIN Hedge Fund Activity: Q3 2018 in Review

132 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2018, worth a combined $845M — up 5.2% from $803M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TFIN positions and 25 closed out — a net gain of 2 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $76.6M. The largest seller was FJ Capital Management, cutting an estimated $8.23M.

  • 132 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2018, up from 130 in Q2 2018.
  • Funds reported $845M of Triumph Financial Inc stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 27 funds opened new Triumph Financial Inc positions in Q3 2018 and 25 closed out, a net change of +2 holders.
  • The largest Triumph Financial Inc buyer in Q3 2018 was BlackRock, an estimated $76.6M added.
  • The largest Triumph Financial Inc seller in Q3 2018 was FJ Capital Management, an estimated $8.23M sold.

Based on aggregated 13F filings for Q3 2018.