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Triumph Financial, Inc.
TFIN

Overview Fund Activity

177 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
18
Increased
47
Reduced
77
Closed
12
Calls
$19M
Puts
$230K
Net Calls
+$18.8M
Net Calls Change
+$8.69M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$58.2M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$8.86M
4
IMA
Investment Management Associates
Colorado
+$8.52M
5
SM
Senvest Management
New York
+$2.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
3
RA
Royce & Associates
New York
-$7.76M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$6.07M
5
RIM
Ranger Investment Management
Texas
-$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.5M +$618K +7,795 +21%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.46M – – –
CRC
53
Curi RMB Capital
Illinois
$3.35M +$599K +7,548 +22%
Barclays
54
Barclays
United Kingdom
$3.26M -$1.08M -13,567 -25%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$3.21M +$77.9K +982 +2%
4WM
56
49 Wealth Management
Texas
$3.17M – – –
Citigroup
57
Citigroup
New York
$3.04M +$318K +4,015 +12%
SCA
58
Sippican Capital Advisors
Massachusetts
$3.02M +$189K +2,386 +7%
SM
59
Senvest Management
New York
$2.93M +$2.93M +37,000 New
Rafferty Asset Management
60
Rafferty Asset Management
New York
$2.68M -$142K -1,786 -5%
Citadel Advisors
61
Citadel Advisors
Florida
$2.45M -$1.48M -18,719 -38%
Canada Life
62
Canada Life
Manitoba, Canada
$2.45M +$132K +1,669 +6%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.22M – – –
PFO
64
PMC FIG Opportunities
Israel
$2.2M +$1.01M +12,677 +85%
UBS AM
65
UBS AM
Illinois
$2.11M – – –
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M -$90.9K -1,146 -4%
Prudential Financial
67
Prudential Financial
New Jersey
$1.92M -$66K -832 -3%
RHCA
68
Rosenthal Henry Capital Advisors
Indiana
$1.9M -$873K -11,000 -31%
E3F
69
Eight 31 Financial
Texas
$1.86M +$1.63M +20,500 +699%
UBS Group
70
UBS Group
Switzerland
$1.77M -$516K -6,503 -23%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.76M -$768K -9,685 -30%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.76M -$96.7K -1,219 -5%
TA
73
Tectonic Advisors
Texas
$1.63M -$280K -3,535 -15%
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.52M +$1.52M +19,163 New
TPSF
75
Texas Permanent School Fund
Texas
$1.5M +$12.1K +153 +0.8%
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