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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
SG Americas Securities
126
SG Americas Securities
New York
$281K -$85.6K -1,231 -25%
DTL
127
Dynamic Technology Lab
Singapore
$281K +$253K +3,635 New
CIP
128
Cornerstone Investment Partners
Georgia
$265K +$238K +3,420 New
BPA
129
Beacon Pointe Advisors
California
$252K +$226K +3,250 New
ECM
130
ExodusPoint Capital Management
New York
$235K +$212K +3,043 New
MOACM
131
Mutual of America Capital Management
New York
$234K +$13.1K +188 +7%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$231K -$468K -6,723 -69%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$223K
LIA
134
LS Investment Advisors
Michigan
$212K +$190K +2,738 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$202K +$181K +2,605 New
FMT
136
First Mercantile Trust
Tennessee
$191K -$20K -288 -10%
TRCT
137
Tower Research Capital (TRC)
New York
$182K +$112K +1,614 +218%
AIP
138
Ameritas Investment Partners
Nebraska
$143K -$10.3K -148 -7%
MAM
139
Meeder Asset Management
Ohio
$143K +$129K +1,851 New
KBC Group
140
KBC Group
Belgium
$116K +$104K +1,492 New
CWA
141
Carolina Wealth Advisors
South Carolina
$111K +$99.6K +1,432 New
CMBA
142
C.M. Bidwell & Associates
Hawaii
$97K +$18.1K +260 +26%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$73K +$1.6K +23 +3%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$44K +$36.9K +530 +1,325%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$29K +$26.5K +381 New
CTC
146
Central Trust Company
Missouri
$21K
S
147
SignatureFD
Georgia
$18K
EVM
148
Eaton Vance Management
Massachusetts
$17K +$15.2K +219 New
HFM
149
Harvest Fund Management
China
$14K +$12.9K +186 New
GWM
150
Geneos Wealth Management
Colorado
$8K

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.