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Triumph Financial, Inc.
TFIN

Overview Fund Activity

172 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
24
Increased
55
Reduced
59
Closed
12
Calls
$10.3M
Puts
$200K
Net Calls
+$10.1M
Net Calls Change
-$13.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$9.46M
4
BlackRock
BlackRock
New York
+$8.81M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.3M
2
Ameriprise
Ameriprise
Minnesota
-$20.8M
3
LCG
Luxor Capital Group
New York
-$18.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.9M
5
IMA
Investment Management Associates
Colorado
-$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$662K +$155K +1,931 +31%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$649K +$649K +8,097 New
MSRPS
103
Maryland State Retirement & Pension System
Maryland
$631K -$8.02K -100 -1%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$616K – – –
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$614K +$614K +7,654 New
BPA
106
Beacon Pointe Advisors
California
$587K – – –
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$509K – – –
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$506K -$8.02K -100 -2%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$497K -$659K -8,219 -57%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$497K +$48.1K +600 +11%
ASRS
111
Arizona State Retirement System
Arizona
$496K -$11.1K -139 -2%
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$459K – – –
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$428K +$89.1K +1,111 +26%
ECM
114
Everence Capital Management
Indiana
$404K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$389K -$37.9K -473 -9%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$375K -$786K -9,798 -68%
SPS
117
Susquehanna Portfolio Strategies
Pennsylvania
$359K +$359K +4,479 New
Osaic Holdings
118
Osaic Holdings
Arizona
$357K +$148K +1,941 +71%
MFIM
119
Mesirow Financial Investment Management
Illinois
$346K – – –
HighTower Advisors
120
HighTower Advisors
Illinois
$338K +$13.4K +167 +4%
ProShare Advisors
121
ProShare Advisors
Maryland
$334K +$63.3K +790 +23%
MOACM
122
Mutual of America Capital Management
New York
$304K -$241 -3 -0.1%
RDWM
123
Red Door Wealth Management
Tennessee
$299K – – –
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$298K -$9.69K -121 -3%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$294K +$46.1K +574 +19%
3 4
5
6 7