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Triumph Financial Inc

130 hedge funds and large institutions have $648M invested in Triumph Financial Inc in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

1.19% less ownership

Funds ownership: 84.2%83.02% (-1.2%)

2% less funds holding

Funds holding: 132130 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less capital invested

Capital invested by funds: $845M → $648M (-$197M)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
18
Increased
46
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
51
ELCO Management
New York
$1.29M -$176K -4,994 -10%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.23M
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$1.22M -$109K -3,100 -7%
PRCP
54
Pacific Ridge Capital Partners
Oregon
$1.17M -$48K -1,360 -3%
Macquarie Group
55
Macquarie Group
Australia
$1.16M +$36K +1,019 +3%
Prudential Financial
56
Prudential Financial
New Jersey
$1.16M -$31.4K -890 -2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.12M +$31.2K +884 +2%
ASRS
58
Arizona State Retirement System
Arizona
$1.11M +$76.9K +2,179 +6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.08M
WC
60
Walthausen & Co
New York
$1.06M +$70.6K +2,000 +6%
Canada Life
61
Canada Life
Manitoba, Canada
$903K +$125K +3,532 +12%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$823K +$52.5K +1,486 +6%
First Trust Advisors
63
First Trust Advisors
Illinois
$822K -$367K -10,409 -27%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$770K +$186K +5,266 +25%
Comerica Bank
65
Comerica Bank
Texas
$718K -$3.71K -105 -0.4%
UCFA
66
United Capital Financial Advisors
Texas
$702K +$44.5K +1,260 +6%
Barclays
67
Barclays
United Kingdom
$672K -$561K -15,884 -41%
VRS
68
Virginia Retirement Systems
Virginia
$653K -$342K -9,700 -31%
UBS Group
69
UBS Group
Switzerland
$647K +$95.4K +2,702 +14%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$630K +$177K +5,000 +31%
First Manhattan
71
First Manhattan
New York
$594K
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$576K -$140K -3,976 -17%
AIG
73
American International Group
New York
$554K -$7.73K -219 -1%
Squarepoint
74
Squarepoint
New York
$544K +$647K +18,326 New
QI
75
QS Investors
New York
$536K

TFIN Hedge Fund Activity: Q4 2018 in Review

130 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2018, worth a combined $648M — down 23% from $845M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TFIN and 18 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Wellington Management Group, adding an estimated $14M. The largest seller was Trafelet Capital Management, exiting entirely with an estimated $10.8M sold.

  • 130 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2018, down from 132 in Q3 2018.
  • Funds reported $648M of Triumph Financial Inc stock for Q4 2018, down 23% quarter-over-quarter.
  • 18 funds opened new Triumph Financial Inc positions in Q4 2018 and 20 closed out, a net change of -2 holders.
  • The largest Triumph Financial Inc buyer in Q4 2018 was Wellington Management Group, an estimated $14M added.
  • The largest Triumph Financial Inc seller in Q4 2018 was Trafelet Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2018.