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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
RJA
101
Raymond James & Associates
Florida
$209K +$190K +5,500 New
EM
102
ELCO Management
New York
$204K -$520K -15,053 -74%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$200K +$45.4K +1,314 +33%
Victory Capital Management
104
Victory Capital Management
Texas
$185K +$23.8K +690 +16%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$159K +$23.1K +670 +19%
AIP
106
Ameritas Investment Partners
Nebraska
$76K
FCA
107
FinTrust Capital Advisors
South Carolina
$57K +$51.8K +1,500 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$51K +$6.35K +184 +16%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$47K
MOACM
110
Mutual of America Capital Management
New York
$32K -$2.17K -63 -7%
AG
111
Advisor Group
Arizona
$32K
LIA
112
LS Investment Advisors
Michigan
$27K -$108K -3,138 -82%
RIA
113
Realta Investment Advisors
Delaware
$25K +$24.2K +700 New
SWA
114
Sutton Wealth Advisors
Florida
$17.2K
EA
115
Emerald Advisers
Pennsylvania
$12K +$10.6K +306 New
CTC
116
Central Trust Company
Missouri
$10K +$9.39K +272 New
GWM
117
Geneos Wealth Management
Colorado
$3K
NFG
118
Next Financial Group
Texas
$2K
PFBT
119
Parkside Financial Bank & Trust
Missouri
$1K
TWA
120
TCI Wealth Advisors
Arizona
$1K
SF
121
Synovus Financial
Georgia
$1K +$1.07K +31 New
Hotchkis & Wiley Capital Management
122
Hotchkis & Wiley Capital Management
California
-$2.84M -89,010 Closed
JC
123
JCSD Capital
California
-$1.59M -50,000 Closed
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
-$1.2M -37,571 Closed
CRC
125
Curi RMB Capital
Illinois
-$826K -25,910 Closed

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.