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Triumph Financial Inc

121 hedge funds and large institutions have $731M invested in Triumph Financial Inc in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $599M → $731M (+$132M)

4.22% more ownership

Funds ownership: 71.73%75.95% (+4.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% less funds holding

Funds holding: 126121 (-5)

26% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 50

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
37
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Perritt Capital Management
Illinois
$570K -$345K -10,000 -40%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555K -$27.3K -791 -5%
First Trust Advisors
78
First Trust Advisors
Illinois
$539K -$41K -1,187 -8%
BC
79
Brinker Capital
Pennsylvania
$513K +$43.8K +1,268 +10%
HF
80
HRT Financial
New York
$475K +$432K +12,500 New
VOYA Investment Management
81
VOYA Investment Management
Georgia
$457K +$55.5K +1,607 +15%
Millennium Management
82
Millennium Management
New York
$434K -$427K -12,373 -52%
MFIM
83
Mesirow Financial Investment Management
Illinois
$433K -$176K -5,103 -31%
Citigroup
84
Citigroup
New York
$431K -$43.3K -1,254 -10%
MIM
85
MetLife Investment Management
New Jersey
$428K
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$400K
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$371K
PP
88
Paloma Partners
Connecticut
$321K +$291K +8,442 New
SG Americas Securities
89
SG Americas Securities
New York
$315K +$286K +8,296 New
Deutsche Bank
90
Deutsche Bank
Germany
$314K +$46K +1,334 +19%
MSA
91
Mason Street Advisors
Wisconsin
$309K -$2.07K -60 -0.7%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$303K
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$302K -$32.8K -950 -11%
COPPSERS
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$301K -$9.29K -269 -3%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$299K -$515K -14,908 -65%
US Bancorp
96
US Bancorp
Minnesota
$259K +$92K +2,664 +64%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$251K +$228K +6,600 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$248K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$223K
TI
100
Trexquant Investment
Connecticut
$216K +$196K +5,689 New

TFIN Hedge Fund Activity: Q4 2019 in Review

121 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2019, worth a combined $731M — up 22% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TFIN positions and 14 closed out — a net gain of 1 holder — while 37 added to existing stakes and 50 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $12.3M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.84M sold.

  • 121 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2019, down from 126 in Q3 2019.
  • Funds reported $731M of Triumph Financial Inc stock for Q4 2019, up 22% quarter-over-quarter.
  • 15 funds opened new Triumph Financial Inc positions in Q4 2019 and 14 closed out, a net change of +1 holder.
  • The largest Triumph Financial Inc buyer in Q4 2019 was ACK Asset Management, an estimated $12.3M added.
  • The largest Triumph Financial Inc seller in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2019.