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Triumph Financial, Inc.
TFIN

Overview Fund Activity

177 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
18
Increased
47
Reduced
77
Closed
12
Calls
$19M
Puts
$230K
Net Calls
+$18.8M
Net Calls Change
+$8.69M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$58.2M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$8.86M
4
IMA
Investment Management Associates
Colorado
+$8.52M
5
SM
Senvest Management
New York
+$2.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
3
RA
Royce & Associates
New York
-$7.76M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$6.07M
5
RIM
Ranger Investment Management
Texas
-$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
126
AQR Capital Management
Connecticut
$279K +$20.9K +263 +8%
PCM
127
Prelude Capital Management
New York
$278K +$278K +3,500 New
NS
128
NBC Securities
Alabama
$271K – – –
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$270K – – –
MML Investors Services
130
MML Investors Services
Massachusetts
$267K -$18.6K -235 -7%
Amundi
131
Amundi
France
$262K +$66.4K +975 +34%
Federated Hermes
132
Federated Hermes
Pennsylvania
$257K +$23.4K +295 +10%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$251K +$251K +3,167 New
HFS
134
Howard Financial Services
Texas
$238K – – –
SG Americas Securities
135
SG Americas Securities
New York
$212K -$946K -11,935 -82%
WG
136
Welch Group
Alabama
$210K – – –
XT
137
XTX Topco
Cayman Islands
$203K +$203K +2,558 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$199K -$9.78K -123 -5%
US Bancorp
139
US Bancorp
Minnesota
$197K -$48.5K -612 -20%
AIP
140
Ameritas Investment Partners
Nebraska
$175K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$106K +$14.4K +182 +16%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$93.3K -$6.74K -85 -7%
EMFAT
143
Emerald Mutual Fund Advisers Trust
Pennsylvania
$92.2K – – –
SAM
144
Shell Asset Management
Netherlands
$91K -$10.2K -125 -10%
TRCT
145
Tower Research Capital (TRC)
New York
$69.6K -$610K -7,687 -90%
CTC
146
Central Trust Company
Missouri
$43.2K – – –
KBC Group
147
KBC Group
Belgium
$43K -$17.8K -225 -29%
FHA
148
First Horizon Advisors
Tennessee
$41.6K – – –
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$41K -$5.93K -75 -13%
NC
150
nVerses Capital
Florida
$23.8K +$23.8K +300 New
4 5
6
7 8