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Triumph Financial, Inc.
TFIN

Overview Fund Activity

160 hedge funds and large institutions have $1.31B invested in Triumph Financial, Inc. in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
15
Increased
50
Reduced
62
Closed
11
Calls
$25.6M
Puts
$2.4M
Net Calls
+$23.2M
Net Calls Change
+$18.3M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$64.3M
2
AC
AltraVue Capital
Washington
+$41.8M
3
WCM
Woodson Capital Management
Connecticut
+$16.2M
4
BCM
Bares Capital Management
Texas
+$9.86M
5
Morgan Stanley
Morgan Stanley
New York
+$4.55M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$12M
2
LCG
Luxor Capital Group
New York
-$11.7M
3
State Street
State Street
Massachusetts
-$9.79M
4
Norges Bank
Norges Bank
Norway
-$3.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
151
Moisand Fitzgerald Tamayo
Florida
$1.82K – – –
CAS
152
Coppell Advisory Solutions
Texas
$1.37K +$1.03K +21 +300%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$1.04K – – –
AF
154
Allworth Financial
California
$1.04K +$1.04K +16 New
Bessemer Group
155
Bessemer Group
New Jersey
$1K – – –
JWA
156
JFS Wealth Advisors
Pennsylvania
$584 +$65 +1 +13%
BF
157
BOK Financial
Oklahoma
$560 +$560 +9 New
ECM
158
Everence Capital Management
Indiana
$327 – – –
SIC
159
SJS Investment Consulting
Ohio
$324 +$130 +2 +67%
American Century Companies
160
American Century Companies
Missouri
– -$12M -198,130 Closed
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
– -$1.92M -31,663 Closed
Two Sigma Advisers
162
Two Sigma Advisers
New York
– -$1.35M -22,200 Closed
Marshall Wace
163
Marshall Wace
United Kingdom
– -$931K -15,333 Closed
SFG
164
Steward Financial Group
Texas
– -$530K -8,732 Closed
E
165
Ergoteles
New York
– -$517K -8,519 Closed
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
– -$506K -8,340 Closed
MC
167
Maverick Capital
Texas
– -$451K -7,431 Closed
GCP
168
GSA Capital Partners
United Kingdom
– -$284K -4,685 Closed
QT
169
Quantbot Technologies
New York
– -$70.4K -1,159 Closed
DI
170
Disciplined Investments
Oklahoma
– -$182 -3 Closed
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