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Triumph Financial, Inc.
TFIN

Overview Fund Activity

172 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
24
Increased
55
Reduced
59
Closed
12
Calls
$10.3M
Puts
$200K
Net Calls
+$10.1M
Net Calls Change
-$13.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$9.46M
4
BlackRock
BlackRock
New York
+$8.81M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.3M
2
Ameriprise
Ameriprise
Minnesota
-$20.8M
3
LCG
Luxor Capital Group
New York
-$18.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.9M
5
IMA
Investment Management Associates
Colorado
-$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
151
Principal Securities
Iowa
$16K +$16K +200 New
GI
152
GAMMA Investing
California
$15.5K +$15.5K +220 New
SPIA
153
Steward Partners Investment Advisory
New York
$12.8K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$11.6K – – –
BTI
155
Blue Trust Inc
Georgia
$7K +$2.87K +41 +69%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$5.69K – – –
NA
157
NewEdge Advisors
Louisiana
$4.01K – – –
CWM
158
CarsonAllaria Wealth Management
Illinois
$2.41K – – –
MFT
159
Moisand Fitzgerald Tamayo
Florida
$2.25K – – –
AT
160
Arlington Trust
Alabama
$2.09K +$2.09K +26 New
Bessemer Group
161
Bessemer Group
New Jersey
$2K – – –
FFA
162
Farther Finance Advisors
California
$1.6K +$1.6K +20 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$1.28K – – –
AF
164
Allworth Financial
California
$1.28K – – –
JWA
165
JFS Wealth Advisors
Pennsylvania
$802 +$80 +1 +11%
BF
166
BOK Financial
Oklahoma
$721 – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$562 -$3.53K -44 -86%
SIC
168
SJS Investment Consulting
Ohio
$401 – – –
QCG
169
Quadrant Capital Group
Ohio
$241 -$2.81K -35 -92%
DPW
170
DiNuzzo Private Wealth
Pennsylvania
$161 +$161 +2 New
WHG
171
Westwood Holdings Group
Texas
– -$64.3M -991,710 Closed
IMA
172
Investment Management Associates
Colorado
– -$7.49M -115,675 Closed
PP
173
PDT Partners
New York
– -$1.08M -16,668 Closed
DFCM
174
Dark Forest Capital Management
Puerto Rico
– -$1.04M -16,066 Closed
HF
175
HRT Financial
New York
– -$863K -13,323 Closed
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