We are live on ! Find out more
TFIN icon

Triumph Financial Inc

191 hedge funds and large institutions have $1.82B invested in Triumph Financial Inc in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $2.3M

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$233M)

9.57% more ownership

Funds ownership: 85.92%95.48% (+9.6%)

8% more funds holding

Funds holding: 177191 (+14)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
60
Reduced
58
Closed
19
Calls
$5.22M
Puts
$2.3M
Net Calls
+$2.92M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
126
INTECH Investment Management
Florida
$350K +$319K +4,279 New
VA
127
Vident Advisory
Georgia
$342K -$548K -7,359 -64%
Osaic Holdings
128
Osaic Holdings
Arizona
$334K -$8.64K -116 -3%
RDWM
129
Red Door Wealth Management
Tennessee
$305K
AQR Capital Management
130
AQR Capital Management
Connecticut
$295K +$7.38K +99 +3%
MOACM
131
Mutual of America Capital Management
New York
$290K -$12.3K -165 -4%
Federated Hermes
132
Federated Hermes
Pennsylvania
$286K +$19.7K +264 +8%
PCM
133
Prelude Capital Management
New York
$286K
ProShare Advisors
134
ProShare Advisors
Maryland
$279K -$78.8K -1,058 -24%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$278K
Amundi
136
Amundi
France
$274K -$30.2K -405 -11%
NS
137
NBC Securities
Alabama
$269K -$9.31K -125 -4%
WAG
138
Wallace Advisory Group
California
$246K +$225K +3,014 New
HFS
139
Howard Financial Services
Texas
$245K
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$234K -$329K -4,420 -61%
MML Investors Services
141
MML Investors Services
Massachusetts
$232K -$39.6K -531 -16%
Verition Fund Management
142
Verition Fund Management
Connecticut
$218K +$199K +2,671 New
WG
143
Welch Group
Alabama
$216K
PA
144
Profund Advisors
Maryland
$209K +$190K +2,552 New
HSBC Holdings
145
HSBC Holdings
United Kingdom
$202K -$48.7K -654 -21%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$200K -$176K -2,363 -49%
AIP
147
Ameritas Investment Partners
Nebraska
$181K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$115K +$5.14K +69 +5%
SG Americas Securities
149
SG Americas Securities
New York
$112K -$97.6K -1,310 -49%
CAM
150
Creekmur Asset Management
Illinois
$81.8K +$74.5K +1,000 New

TFIN Hedge Fund Activity: Q2 2024 in Review

191 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2024, worth a combined $1.82B — up 15% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFIN positions and 19 closed out — a net gain of 16 holders — while 60 added to existing stakes and 58 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $141M. The largest seller was Luxor Capital Group, cutting an estimated $19.6M.

  • 191 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2024, up from 177 in Q1 2024.
  • Funds reported $1.82B of Triumph Financial Inc stock for Q2 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Triumph Financial Inc positions in Q2 2024 and 19 closed out, a net change of +16 holders.
  • The largest Triumph Financial Inc buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $141M added.
  • The largest Triumph Financial Inc seller in Q2 2024 was Luxor Capital Group, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.