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Triumph Financial Inc

159 hedge funds and large institutions have $1.56B invested in Triumph Financial Inc in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

60% more capital invested

Capital invested by funds: $972M → $1.56B (+$585M)

41% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.04M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 145159 (+14)

0.25% more ownership

Funds ownership: 80.63%80.88% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
47
Reduced
65
Closed
15
Calls
$11.4M
Puts
$8.04M
Net Calls
+$3.33M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$3.3M +$168K +2,410 +6%
BCM
52
Bridgeway Capital Management
Texas
$3.09M +$1.04M +14,900 +60%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.65M -$9.74K -140 -0.4%
AllianceBernstein
54
AllianceBernstein
Tennessee
$2.63M -$499K -7,172 -17%
Boston Partners
55
Boston Partners
Massachusetts
$2.58M -$976K -14,032 -30%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.51M
EGI
57
EAM Global Investors
California
$2.41M -$1.09M -15,706 -34%
WMSA
58
Weiss Multi-Strategy Advisers
New York
$2.32M +$2.09M +30,000 New
Citadel Advisors
59
Citadel Advisors
Florida
$2.25M -$1.65M -23,734 -45%
Comerica Bank
60
Comerica Bank
Texas
$2.09M -$65.7K -945 -4%
MPAM
61
Monarch Partners Asset Management
Massachusetts
$2.03M +$1.82M +26,205 New
Prudential Financial
62
Prudential Financial
New Jersey
$2.01M -$9.74K -140 -0.5%
PPA
63
Parametric Portfolio Associates
Washington
$1.95M +$201K +2,895 +13%
UBS Group
64
UBS Group
Switzerland
$1.87M -$392K -5,641 -19%
SEI Investments
65
SEI Investments
Pennsylvania
$1.86M -$382K -5,493 -19%
US Bancorp
66
US Bancorp
Minnesota
$1.73M -$483K -6,942 -24%
Squarepoint
67
Squarepoint
New York
$1.72M +$698K +10,031 +82%
EI
68
EAM Investors
California
$1.71M -$769K -11,053 -33%
Millennium Management
69
Millennium Management
New York
$1.64M +$1.48M +21,220 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.64M -$616K -8,857 -30%
CS
71
Credit Suisse
Switzerland
$1.63M -$885K -12,721 -38%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.54M -$344K -4,943 -20%
Canada Life
73
Canada Life
Manitoba, Canada
$1.51M -$184K -2,645 -12%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$1.5M
UBS AM
75
UBS AM
Illinois
$1.48M +$73.2K +1,052 +6%

TFIN Hedge Fund Activity: Q1 2021 in Review

159 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2021, worth a combined $1.56B — up 60% from $972M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 15 closed out — a net gain of 15 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.9M.

  • 159 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $1.56B of Triumph Financial Inc stock for Q1 2021, up 60% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q1 2021 was American Century Companies, an estimated $29.1M added.
  • The largest Triumph Financial Inc seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.