Triumph Financial Inc
TFIN
121 hedge funds and large institutions have $576M invested in Triumph Financial Inc in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 13 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 34
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 122 → 121 (-1)
4.38% less ownership
Funds ownership: 78.64% → 74.26% (-4.4%)
7% less capital invested
Capital invested by funds: $617M → $576M (-$41.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$9.36M |
| 2 |
Morgan Stanley
New York
|
+$2.98M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.65M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$2.43M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$16M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.99M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$7.06M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$6.9M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$5.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Envestnet Asset Management
Chicago,
Illinois
| – | -$805K | -27,394 | Closed |
|
127
Renaissance Technologies
New York
| – | -$420K | -14,300 | Closed |
|
|
WG
128
Winton Group
London,
United Kingdom
| – | -$319K | -10,864 | Closed |
|
129
SG Americas Securities
New York
| – | -$238K | -8,102 | Closed |
|
|
WCM
130
WealthBridge Capital Management
Westerville,
Ohio
| – | -$12K | -385 | Closed |
|
|
LFA
131
Legacy Financial Advisors
Covington,
Kentucky
| – | -$10K | -333 | Closed |
|
|
CAM
132
Cresset Asset Management
Chicago,
Illinois
| – | -$1K | -42 | Closed |
|
TFIN Hedge Fund Activity: Q2 2019 in Review
121 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2019, worth a combined $576M — down 6.7% from $617M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TFIN positions and 13 closed out — a net gain of 2 holders — while 52 added to existing stakes and 34 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $9.36M. The largest seller was Mendon Capital Advisors, cutting an estimated $16M.
- 121 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2019, down from 122 in Q1 2019.
- Funds reported $576M of Triumph Financial Inc stock for Q2 2019, down 6.7% quarter-over-quarter.
- 15 funds opened new Triumph Financial Inc positions in Q2 2019 and 13 closed out, a net change of +2 holders.
- The largest Triumph Financial Inc buyer in Q2 2019 was Bank of New York Mellon, an estimated $9.36M added.
- The largest Triumph Financial Inc seller in Q2 2019 was Mendon Capital Advisors, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2019.