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Triumph Financial, Inc.
TFIN

Overview Fund Activity

172 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
24
Increased
55
Reduced
59
Closed
12
Calls
$10.3M
Puts
$200K
Net Calls
+$10.1M
Net Calls Change
-$13.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$9.46M
4
BlackRock
BlackRock
New York
+$8.81M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.3M
2
Ameriprise
Ameriprise
Minnesota
-$20.8M
3
LCG
Luxor Capital Group
New York
-$18.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.9M
5
IMA
Investment Management Associates
Colorado
-$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.6M +$1.46M +18,202 +68%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.5M -$417K -5,200 -11%
4WM
53
49 Wealth Management
Texas
$3.29M +$3.29M +41,000 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$3.16M -$372K -4,636 -11%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$2.91M +$222K +2,768 +8%
SCA
56
Sippican Capital Advisors
Massachusetts
$2.86M +$161K +2,008 +6%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$2.86M +$1.22M +15,175 +74%
RHCA
58
Rosenthal Henry Capital Advisors
Indiana
$2.81M – – –
CRC
59
Curi RMB Capital
Illinois
$2.78M – – –
Citigroup
60
Citigroup
New York
$2.75M +$1.19M +14,895 +77%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.56M -$130K -1,620 -5%
Canada Life
62
Canada Life
Manitoba, Canada
$2.34M -$252K -3,150 -10%
UBS Group
63
UBS Group
Switzerland
$2.31M +$1.59M +19,821 +221%
AllianceBernstein
64
AllianceBernstein
Tennessee
$2.24M +$72.2K +900 +3%
UBS AM
65
UBS AM
Illinois
$2.13M -$275K -3,424 -11%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$2.11M – – –
SEI Investments
67
SEI Investments
Pennsylvania
$2.06M -$622K -7,754 -23%
MCA
68
Mendon Capital Advisors
Florida
$2M +$2M +25,000 New
Prudential Financial
69
Prudential Financial
New Jersey
$2M -$40.1K -500 -2%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$1.97M +$130K +1,623 +7%
TA
71
Tectonic Advisors
Texas
$1.93M +$446K +5,566 +30%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.87M -$93.6K -1,167 -5%
SCP
73
Syntal Capital Partners
Texas
$1.65M -$235K -2,934 -13%
First Trust Advisors
74
First Trust Advisors
Illinois
$1.57M -$721K -8,994 -31%
TPSF
75
Texas Permanent School Fund
Texas
$1.5M +$26.3K +328 +2%
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3
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