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Triumph Financial Inc
TFIN

157 hedge funds and large institutions have $1.15B invested in Triumph Financial Inc in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $2.33M

5% more capital invested

Capital invested by funds: $1.1B → $1.15B (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 81.87% → 80.9% (-0.97%)

3% less funds holding

Funds holding: 162 → 157 (-5)

31% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
47
Reduced
68
Closed
16
Calls
$7.19M
Puts
$2.33M
Net Calls
+$4.87M
Net Calls Change
+$2.94M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$51.7M
2
KCM
Kennedy Capital Management
Missouri
+$5.58M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.93M
4
BCM
Bares Capital Management
Texas
+$4.35M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
LCG
Luxor Capital Group
New York
-$20M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.8M
3
BlackRock
BlackRock
New York
-$9.08M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.39M
5
Ameriprise
Ameriprise
Minnesota
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M -$42.4K -772 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$2.35M +$1.37M +24,875 +179%
RHCA
53
Rosenthal Henry Capital Advisors
Indiana
$2.13M – – –
Citigroup
54
Citigroup
New York
$2.1M +$1.33M +24,273 +235%
First Trust Advisors
55
First Trust Advisors
Illinois
$2.09M +$926K +16,846 +96%
Rafferty Asset Management
56
Rafferty Asset Management
New York
$2.05M +$560K +10,185 +43%
Canada Life
57
Canada Life
Manitoba, Canada
$1.94M +$11.9K +216 +0.7%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$1.92M +$1.74M +31,663 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.87M +$99.1K +1,803 +6%
SCA
60
Sippican Capital Advisors
Massachusetts
$1.87M +$389K +7,071 +30%
Prudential Financial
61
Prudential Financial
New Jersey
$1.75M +$280K +5,097 +23%
UBS AM
62
UBS AM
Illinois
$1.74M – – –
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.69M -$34.6K -629 -2%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M -$509K -9,271 -26%
Jane Street
65
Jane Street
New York
$1.58M -$206K -3,755 -13%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$164K -2,980 -10%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.51M +$49K +892 +4%
FDS
68
First Dallas Securities
Texas
$1.48M – – –
SEI Investments
69
SEI Investments
Pennsylvania
$1.43M +$65.1K +1,185 +5%
SCP
70
Syntal Capital Partners
Texas
$1.42M – – –
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$1.37M +$367K +6,687 +42%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$1.35M -$3.09M -56,300 -72%
TA
73
Tectonic Advisors
Texas
$1.26M +$112K +2,037 +11%
PP
74
PDT Partners
New York
$1.23M +$989 +18 +0.1%
TPSF
75
Texas Permanent School Fund
Texas
$1.17M -$51.3K -933 -5%
1 2
3
4 5

TFIN Hedge Fund Activity: Q2 2023 in Review

157 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2023, worth a combined $1.15B — up 4.5% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TFIN and 11 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 47 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $51.7M. The largest seller was Luxor Capital Group, cutting an estimated $20M.

  • 157 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2023, down from 162 in Q1 2023.
  • Funds reported $1.15B of Triumph Financial Inc stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 11 funds opened new Triumph Financial Inc positions in Q2 2023 and 16 closed out, a net change of -5 holders.
  • The largest Triumph Financial Inc buyer in Q2 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $51.7M added.
  • The largest Triumph Financial Inc seller in Q2 2023 was Luxor Capital Group, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2023.