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Triumph Financial Inc

121 hedge funds and large institutions have $731M invested in Triumph Financial Inc in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $599M → $731M (+$132M)

4.22% more ownership

Funds ownership: 71.73%75.95% (+4.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% less funds holding

Funds holding: 126121 (-5)

26% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 50

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
37
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.49M -$207K -6,000 -13%
Prudential Financial
52
Prudential Financial
New Jersey
$1.43M -$2.79M -80,701 -68%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$69.3K -2,007 -5%
SEI Investments
54
SEI Investments
Pennsylvania
$1.21M -$190K -5,496 -15%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.2M +$1.09M +31,563 New
BCM
56
Bridgeway Capital Management
Texas
$1.2M
UBS Group
57
UBS Group
Switzerland
$1.16M +$70.8K +2,050 +7%
OAM
58
Oberweis Asset Management
Illinois
$1.13M +$142K +4,100 +16%
Canada Life
59
Canada Life
Manitoba, Canada
$1.11M +$1.02M +29,463 New
PPA
60
Parametric Portfolio Associates
Washington
$1.07M +$282K +8,165 +41%
UBS AM
61
UBS AM
Illinois
$1.04M +$113K +3,277 +14%
GC
62
Globeflex Capital
California
$1.01M +$427K +12,376 +88%
MERSOM
63
Municipal Employees' Retirement System of Michigan
Michigan
$946K +$5.18K +150 +0.6%
Comerica Bank
64
Comerica Bank
Texas
$885K -$18.5K -536 -2%
PRCP
65
Pacific Ridge Capital Partners
Oregon
$801K -$496K -14,360 -41%
CSS
66
Cubist Systematic Strategies
Connecticut
$799K +$725K +21,010 New
First Manhattan
67
First Manhattan
New York
$760K
CS
68
Credit Suisse
Switzerland
$737K +$143K +4,128 +27%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$706K -$20K -580 -3%
GT
70
Glenmede Trust
Pennsylvania
$680K +$98.6K +2,855 +19%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$669K -$31.2K -903 -5%
BGDI
72
BW Gestao de Investimentos
Brazil
$645K
AIG
73
American International Group
New York
$642K -$35.6K -1,031 -6%
TPSF
74
Texas Permanent School Fund
Texas
$607K -$15.6K -453 -3%
ASRS
75
Arizona State Retirement System
Arizona
$591K -$440K -12,759 -45%

TFIN Hedge Fund Activity: Q4 2019 in Review

121 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2019, worth a combined $731M — up 22% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TFIN positions and 14 closed out — a net gain of 1 holder — while 37 added to existing stakes and 50 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $12.3M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.84M sold.

  • 121 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2019, down from 126 in Q3 2019.
  • Funds reported $731M of Triumph Financial Inc stock for Q4 2019, up 22% quarter-over-quarter.
  • 15 funds opened new Triumph Financial Inc positions in Q4 2019 and 14 closed out, a net change of +1 holder.
  • The largest Triumph Financial Inc buyer in Q4 2019 was ACK Asset Management, an estimated $12.3M added.
  • The largest Triumph Financial Inc seller in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2019.