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Triumph Financial Inc

183 hedge funds and large institutions have $2.56B invested in Triumph Financial Inc in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.11M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more capital invested

Capital invested by funds: $2.1B → $2.56B (+$460M)

8% more funds holding

Funds holding: 169183 (+14)

2.06% more ownership

Funds ownership: 83.75%85.81% (+2.1%)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
32
Increased
61
Reduced
69
Closed
17
Calls
$4.18M
Puts
$1.11M
Net Calls
+$3.07M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$284K -$41.9K -350 -10%
PA
152
Profund Advisors
Maryland
$259K -$13.1K -109 -5%
PP
153
Paloma Partners
Connecticut
$251K +$252K +2,107 New
CGH
154
Crossmark Global Holdings
Texas
$246K -$585K -4,880 -70%
SFG
155
Steward Financial Group
Texas
$238K +$240K +2,000 New
AG
156
Algert Global
California
$237K +$239K +1,994 New
AIP
157
Ameritas Investment Partners
Nebraska
$220K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$135K +$8.98K +75 +7%
MC
159
Maverick Capital
Texas
$117K -$1.5M -12,482 -93%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$74K +$5.75K +48 +8%
CTC
161
Central Trust Company
Missouri
$65K +$32.7K +273 +100%
SOW
162
State of Wyoming
Wyoming
$54K +$120 +1 +0.2%
TRCT
163
Tower Research Capital (TRC)
New York
$33K -$102K -848 -75%
Osaic Holdings
164
Osaic Holdings
Arizona
$33K +$6.71K +56 +25%
UFF
165
USA Financial Formulas
Michigan
$31K +$31.6K +264 New
S
166
SignatureFD
Georgia
$28K
SWA
167
Sutton Wealth Advisors
Florida
$23.3K +$9.82K +82 +72%
HFM
168
Harvest Fund Management
China
$22K
EVM
169
Eaton Vance Management
Massachusetts
$20K +$19.9K +166 New
PCG
170
Private Capital Group
Connecticut
$15K +$10.4K +87 +229%
GWM
171
Geneos Wealth Management
Colorado
$11K -$240 -2 -2%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$7K +$3.35K +28 +104%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$7K +$7.79K +65 New
TFO
174
Tarbox Family Office
California
$6K
HMS
175
Hanseatic Management Services
New Mexico
$6K +$6.35K +53 New

TFIN Hedge Fund Activity: Q4 2021 in Review

183 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2021, worth a combined $2.56B — up 22% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 17 closed out — a net gain of 15 holders — while 61 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was Wellington Management Group, cutting an estimated $28.7M.

  • 183 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $2.56B of Triumph Financial Inc stock for Q4 2021, up 22% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q4 2021 and 17 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q4 2021 was Vanguard Group, an estimated $55.9M added.
  • The largest Triumph Financial Inc seller in Q4 2021 was Wellington Management Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.