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Triumph Financial Inc

210 hedge funds and large institutions have $1.73B invested in Triumph Financial Inc in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $2.46M

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

10% more funds holding

Funds holding: 191210 (+19)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

2.53% less ownership

Funds ownership: 95.48%92.95% (-2.5%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$94.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
71
Reduced
66
Closed
8
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
126
Alliance Wealth Advisors (Utah)
Utah
$384K -$15.4K -184 -4%
BCM
127
Bares Capital Management
Texas
$379K -$21M -251,476 -98%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$374K
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$373K +$2.75K +33 +0.7%
ProShare Advisors
130
ProShare Advisors
Maryland
$367K +$100K +1,198 +35%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$362K
Verition Fund Management
132
Verition Fund Management
Connecticut
$306K +$98.7K +1,182 +44%
AQR Capital Management
133
AQR Capital Management
Connecticut
$301K +$14.4K +172 +5%
RDWM
134
Red Door Wealth Management
Tennessee
$296K
Amundi
135
Amundi
France
$295K +$35.5K +425 +12%
PCM
136
Prelude Capital Management
New York
$279K +$835 +10 +0.3%
Federated Hermes
137
Federated Hermes
Pennsylvania
$273K -$6.09K -73 -2%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$270K
MOACM
139
Mutual of America Capital Management
New York
$262K -$21K -252 -7%
Mariner
140
Mariner
Kansas
$248K +$260K +3,120 New
WAG
141
Wallace Advisory Group
California
$246K
NS
142
NBC Securities
Alabama
$242K -$20.9K -250 -8%
HFS
143
Howard Financial Services
Texas
$239K
MFIM
144
Mesirow Financial Investment Management
Illinois
$230K +$241K +2,890 New
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$228K
LP
146
LMR Partners
United Kingdom
$225K +$236K +2,826 New
MML Investors Services
147
MML Investors Services
Massachusetts
$224K -$2.09K -25 -0.9%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$222K +$234K +2,797 New
Osaic Holdings
149
Osaic Holdings
Arizona
$219K -$111K -1,326 -32%
Pictet Asset Management
150
Pictet Asset Management
Switzerland
$217K +$228K +2,734 New

TFIN Hedge Fund Activity: Q3 2024 in Review

210 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2024, worth a combined $1.73B — down 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFIN positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $16.7M. The largest seller was Luxor Capital Group, cutting an estimated $23M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $1.73B of Triumph Financial Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 28 funds opened new Triumph Financial Inc positions in Q3 2024 and 8 closed out, a net change of +20 holders.
  • The largest Triumph Financial Inc buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $16.7M added.
  • The largest Triumph Financial Inc seller in Q3 2024 was Luxor Capital Group, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.