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Triumph Financial Inc

159 hedge funds and large institutions have $1.56B invested in Triumph Financial Inc in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

60% more capital invested

Capital invested by funds: $972M → $1.56B (+$585M)

41% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.04M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 145159 (+14)

0.25% more ownership

Funds ownership: 80.63%80.88% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
47
Reduced
65
Closed
15
Calls
$11.4M
Puts
$8.04M
Net Calls
+$3.33M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$7K +$6.96K +100 New
TFO
152
Tarbox Family Office
California
$4K
PAM
153
Panagora Asset Management
Massachusetts
$4K +$1.32K +19 +61%
ADIM
154
Alpha DNA Investment Management
Maryland
$3K -$5.01K -72 -65%
Osaic Holdings
155
Osaic Holdings
Arizona
$3K +$765 +11 +32%
QCG
156
Quadrant Capital Group
Ohio
$2K
TWA
157
TCI Wealth Advisors
Arizona
$2K +$1.6K +23 New
AIG
158
American International Group
New York
$1.17K -$11.6K -167 -1%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$255
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
-$5.38M -110,800 Closed
WC
161
Walthausen & Co
New York
-$918K -18,900 Closed
PRCP
162
Pacific Ridge Capital Partners
Oregon
-$656K -13,520 Closed
Voloridge Investment Management
163
Voloridge Investment Management
Florida
-$478K -9,836 Closed
MSA
164
Mason Street Advisors
Wisconsin
-$409K -8,433 Closed
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
-$317K -6,523 Closed
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
-$245K -5,047 Closed
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
-$143K -2,943 Closed
FF
168
FourThought Financial
Florida
-$43K -891 Closed
VCG
169
Vantage Consulting Group
Virginia
-$29K -589 Closed
Simplex Trading
170
Simplex Trading
Illinois
-$27.1K -390 Closed
FTDI
171
First Trust Direct Indexing
Massachusetts
-$5K -112 Closed
PWPS
172
Pinnacle Wealth Planning Services
Ohio
-$4K -89 Closed
HGWM
173
Harvest Group Wealth Management
Massachusetts
-$1K -16 Closed

TFIN Hedge Fund Activity: Q1 2021 in Review

159 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2021, worth a combined $1.56B — up 60% from $972M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 15 closed out — a net gain of 15 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.9M.

  • 159 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $1.56B of Triumph Financial Inc stock for Q1 2021, up 60% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q1 2021 was American Century Companies, an estimated $29.1M added.
  • The largest Triumph Financial Inc seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.