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Triumph Financial Inc

210 hedge funds and large institutions have $1.73B invested in Triumph Financial Inc in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $2.46M

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

10% more funds holding

Funds holding: 191210 (+19)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

2.53% less ownership

Funds ownership: 95.48%92.95% (-2.5%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$94.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
71
Reduced
66
Closed
8
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$3.52M -$6.36M -76,119 -63%
Citadel Advisors
52
Citadel Advisors
Florida
$3.51M +$1.13M +13,487 +44%
Swiss National Bank
53
Swiss National Bank
Switzerland
$3.44M -$25K -300 -0.7%
Citigroup
54
Citigroup
New York
$3.43M -$36.6K -438 -1%
SCA
55
Sippican Capital Advisors
Massachusetts
$3.18M +$59.9K +718 +2%
Stifel Financial
56
Stifel Financial
Missouri
$2.97M -$462K -5,537 -13%
Daiwa Securities Group
57
Daiwa Securities Group
Japan
$2.51M -$301K -3,600 -10%
Rafferty Asset Management
58
Rafferty Asset Management
New York
$2.5M -$1.34M -16,009 -34%
AIC
59
Anthracite Investment Company
Texas
$2.45M +$334K +4,000 +15%
CRC
60
Curi RMB Capital
Illinois
$2.45M +$85.7K +1,027 +3%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$2.26M -$160K -1,914 -6%
Canada Life
62
Canada Life
Manitoba, Canada
$2.22M -$55.5K -665 -2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.16M +$1.19M +14,275 +111%
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.11M +$296K +3,543 +15%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$2.11M +$114K +1,368 +5%
UBS Group
66
UBS Group
Switzerland
$1.98M -$37.2K -445 -2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.94M -$295K -3,536 -13%
RHCA
68
Rosenthal Henry Capital Advisors
Indiana
$1.91M
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$1.88M -$2.74M -32,800 -58%
E3F
70
Eight 31 Financial
Texas
$1.86M -$4.76K -57 -0.2%
TA
71
Tectonic Advisors
Texas
$1.81M +$67.5K +809 +4%
Prudential Financial
72
Prudential Financial
New Jersey
$1.8M -$47.8K -572 -2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.67M -$54.4K -652 -3%
HF
74
HRT Financial
New York
$1.6M +$1.68M +20,128 New
JP Morgan Chase
75
JP Morgan Chase
New York
$1.53M +$44.8K +536 +3%

TFIN Hedge Fund Activity: Q3 2024 in Review

210 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2024, worth a combined $1.73B — down 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFIN positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $16.7M. The largest seller was Luxor Capital Group, cutting an estimated $23M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $1.73B of Triumph Financial Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 28 funds opened new Triumph Financial Inc positions in Q3 2024 and 8 closed out, a net change of +20 holders.
  • The largest Triumph Financial Inc buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $16.7M added.
  • The largest Triumph Financial Inc seller in Q3 2024 was Luxor Capital Group, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.