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Triumph Financial Inc

183 hedge funds and large institutions have $2.56B invested in Triumph Financial Inc in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.11M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more capital invested

Capital invested by funds: $2.1B → $2.56B (+$460M)

8% more funds holding

Funds holding: 169183 (+14)

2.06% more ownership

Funds ownership: 83.75%85.81% (+2.1%)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
32
Increased
61
Reduced
69
Closed
17
Calls
$4.18M
Puts
$1.11M
Net Calls
+$3.07M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Everence Capital Management
Indiana
$600K
SSA
127
Schonfeld Strategic Advisors
New York
$586K +$181K +1,514 +45%
HighTower Advisors
128
HighTower Advisors
Illinois
$580K +$93.7K +782 +19%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$571K +$289K +2,412 +101%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$555K +$559K +4,664 New
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$543K +$90.3K +754 +20%
AA
132
ALPS Advisors
Colorado
$537K +$6.59K +55 +1%
EGM
133
Engineers Gate Manager
New York
$535K +$538K +4,494 New
Select Equity Group
134
Select Equity Group
New York
$526K -$755K -6,303 -59%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$508K +$141K +1,181 +38%
Stifel Financial
136
Stifel Financial
Missouri
$493K
UCFA
137
United Capital Financial Advisors
Texas
$451K -$126K -1,053 -22%
LPL Financial
138
LPL Financial
California
$433K +$436K +3,637 New
GC
139
Guggenheim Capital
Illinois
$428K +$147K +1,231 +52%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$407K +$121K +1,007 +42%
CAG
141
Csenge Advisory Group
Florida
$407K +$653K +5,454 New
Brown Advisory
142
Brown Advisory
Maryland
$392K +$394K +3,291 New
MOACM
143
Mutual of America Capital Management
New York
$384K +$9.58K +80 +3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$362K +$365K +3,044 New
HFS
145
Howard Financial Services
Texas
$357K
WG
146
Welch Group
Alabama
$343K +$345K +2,880 New
CIP
147
Cornerstone Investment Partners
Georgia
$324K
VI
148
Versor Investments
New York
$322K +$324K +2,702 New
DTL
149
Dynamic Technology Lab
Singapore
$297K +$298K +2,490 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$292K +$21.4K +179 +8%

TFIN Hedge Fund Activity: Q4 2021 in Review

183 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2021, worth a combined $2.56B — up 22% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 17 closed out — a net gain of 15 holders — while 61 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was Wellington Management Group, cutting an estimated $28.7M.

  • 183 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $2.56B of Triumph Financial Inc stock for Q4 2021, up 22% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q4 2021 and 17 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q4 2021 was Vanguard Group, an estimated $55.9M added.
  • The largest Triumph Financial Inc seller in Q4 2021 was Wellington Management Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.