Triumph Financial Inc
TFIN
160 hedge funds and large institutions have $1.31B invested in Triumph Financial Inc in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 11 closing their positions.
965% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $2.4M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
14% more capital invested
Capital invested by funds: $1.15B → $1.31B (+$163M)
6.17% more ownership
Funds ownership: 80.9% → 87.07% (+6.2%)
2% more funds holding
Funds holding: 157 → 160 (+3)
19% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$65.4M |
| 2 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$42.6M |
| 3 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$16.5M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$10M |
| 5 |
Morgan Stanley
New York
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$12M |
| 2 |
LCG
Luxor Capital Group
New York
|
-$11.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$9.96M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.08M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.77M |
TFIN Hedge Fund Activity: Q3 2023 in Review
160 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2023, worth a combined $1.31B — up 14% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TFIN positions and 11 closed out — a net gain of 4 holders — while 50 added to existing stakes and 62 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $65.4M. The largest seller was American Century Companies, exiting entirely with an estimated $12M sold.
- 160 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2023, up from 157 in Q2 2023.
- Funds reported $1.31B of Triumph Financial Inc stock for Q3 2023, up 14% quarter-over-quarter.
- 15 funds opened new Triumph Financial Inc positions in Q3 2023 and 11 closed out, a net change of +4 holders.
- The largest Triumph Financial Inc buyer in Q3 2023 was Westwood Holdings Group, an estimated $65.4M added.
- The largest Triumph Financial Inc seller in Q3 2023 was American Century Companies, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2023.