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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 %
MML Investors Services
126
MML Investors Services
Massachusetts
$289K +$9.71K +121 +3%
NS
127
NBC Securities
Alabama
$274K – – –
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$273K -$81K -1,010 -23%
AQR Capital Management
129
AQR Capital Management
Connecticut
$261K +$4.57K +57 +2%
US Bancorp
130
US Bancorp
Minnesota
$249K -$14K -175 -5%
HFS
131
Howard Financial Services
Texas
$241K +$241K +3,000 New
Federated Hermes
132
Federated Hermes
Pennsylvania
$236K -$39.5K -493 -14%
E3F
133
Eight 31 Financial
Texas
$235K +$235K +2,934 New
Amundi
134
Amundi
France
$218K +$9.13K +120 +4%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$214K +$214K +2,630 New
WG
136
Welch Group
Alabama
$212K +$212K +2,644 New
AIP
137
Ameritas Investment Partners
Nebraska
$177K – – –
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$101K – – –
SAM
139
Shell Asset Management
Netherlands
$100K -$30.2K -375 -23%
EMFAT
140
Emerald Mutual Fund Advisers Trust
Pennsylvania
$93.2K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$92.7K +$10.3K +129 +13%
A
142
AlphaQuest
New York
$75.2K +$75.2K +938 New
KBC Group
143
KBC Group
Belgium
$62K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$48K +$8.16K +101 +20%
CTC
145
Central Trust Company
Missouri
$43.7K – – –
LFG
146
Larson Financial Group
Missouri
$42.2K +$42.2K +526 New
FHA
147
First Horizon Advisors
Tennessee
$42.1K – – –
S
148
SignatureFD
Georgia
$18.9K – – –
EWP
149
Elevation Wealth Partners
California
$16.5K +$16.5K +255 New
QC
150
Quent Capital
New York
$16K – – –
4 5
6
7 8