We are live on ! Find out more
TFIN icon

Triumph Financial Inc

159 hedge funds and large institutions have $1.56B invested in Triumph Financial Inc in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

60% more capital invested

Capital invested by funds: $972M → $1.56B (+$585M)

41% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.04M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 145159 (+14)

0.25% more ownership

Funds ownership: 80.63%80.88% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
47
Reduced
65
Closed
15
Calls
$11.4M
Puts
$8.04M
Net Calls
+$3.33M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$603K +$52.1K +749 +13%
Select Equity Group
102
Select Equity Group
New York
$599K +$539K +7,744 New
CGH
103
Crossmark Global Holdings
Texas
$573K +$20.9K +300 +4%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$567K -$76.5K -1,100 -13%
ASRS
105
Arizona State Retirement System
Arizona
$532K +$1.81K +26 +0.4%
MWNA
106
Marshall Wace North America
New York
$531K +$476K +6,848 New
Marshall Wace
107
Marshall Wace
United Kingdom
$523K +$470K +6,761 New
ProShare Advisors
108
ProShare Advisors
Maryland
$521K +$88.7K +1,275 +23%
CAG
109
Csenge Advisory Group
Florida
$511K +$379K +5,450 New
Diamond Hill Capital Management
110
Diamond Hill Capital Management
Ohio
$502K
Wolverine Trading
111
Wolverine Trading
Illinois
$491K +$445K +6,399 New
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$484K -$32.9K -473 -7%
Group One Trading
113
Group One Trading
Illinois
$478K +$429K +6,174 New
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$450K -$25.5K -367 -6%
SF
115
Symphony Financial
Texas
$427K +$320K +4,600 New
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$402K +$11.1K +160 +3%
AQR Capital Management
117
AQR Capital Management
Connecticut
$398K
ECM
118
Everence Capital Management
Indiana
$390K
GC
119
Guggenheim Capital
Illinois
$386K -$327K -4,700 -49%
UCFA
120
United Capital Financial Advisors
Texas
$371K -$294K -4,226 -47%
AA
121
ALPS Advisors
Colorado
$327K +$294K +4,228 New
FDS
122
First Dallas Securities
Texas
$310K -$83.5K -1,200 -23%
HighTower Advisors
123
HighTower Advisors
Illinois
$308K +$277K +3,981 New
CSS
124
Cubist Systematic Strategies
Connecticut
$286K -$1.72M -24,739 -87%
Renaissance Technologies
125
Renaissance Technologies
New York
$286K -$34.8K -500 -12%

TFIN Hedge Fund Activity: Q1 2021 in Review

159 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2021, worth a combined $1.56B — up 60% from $972M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 15 closed out — a net gain of 15 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.9M.

  • 159 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $1.56B of Triumph Financial Inc stock for Q1 2021, up 60% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q1 2021 was American Century Companies, an estimated $29.1M added.
  • The largest Triumph Financial Inc seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.