Triumph Financial Inc
TFIN
157 hedge funds and large institutions have $1.15B invested in Triumph Financial Inc in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.
209% more call options, than puts
Call options by funds: $7.19M | Put options by funds: $2.33M
5% more capital invested
Capital invested by funds: $1.1B → $1.15B (+$49.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.97% less ownership
Funds ownership: 81.87% → 80.9% (-0.97%)
3% less funds holding
Funds holding: 162 → 157 (-5)
31% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 68
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$51.7M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.58M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.93M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$4.35M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCG
Luxor Capital Group
New York
|
-$20M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.8M |
| 3 |
BlackRock
New York
|
-$9.08M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.39M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.93M |
TFIN Hedge Fund Activity: Q2 2023 in Review
157 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2023, worth a combined $1.15B — up 4.5% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of TFIN and 11 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 47 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $51.7M. The largest seller was Luxor Capital Group, cutting an estimated $20M.
- 157 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2023, down from 162 in Q1 2023.
- Funds reported $1.15B of Triumph Financial Inc stock for Q2 2023, up 4.5% quarter-over-quarter.
- 11 funds opened new Triumph Financial Inc positions in Q2 2023 and 16 closed out, a net change of -5 holders.
- The largest Triumph Financial Inc buyer in Q2 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $51.7M added.
- The largest Triumph Financial Inc seller in Q2 2023 was Luxor Capital Group, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2023.