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Triumph Financial, Inc.
TFIN

Overview Fund Activity

177 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
18
Increased
47
Reduced
77
Closed
12
Calls
$19M
Puts
$230K
Net Calls
+$18.8M
Net Calls Change
+$8.69M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$58.2M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$8.86M
4
IMA
Investment Management Associates
Colorado
+$8.52M
5
SM
Senvest Management
New York
+$2.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
3
RA
Royce & Associates
New York
-$7.76M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$6.07M
5
RIM
Ranger Investment Management
Texas
-$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
151
Riverview Trust Company
Washington
$20.3K +$20.3K +256 New
S
152
SignatureFD
Georgia
$18.7K – – –
PS
153
Principal Securities
Iowa
$16.7K +$793 +10 +5%
QC
154
Quent Capital
New York
$15.9K – – –
GI
155
GAMMA Investing
California
$13.9K -$3.57K -45 -20%
EWP
156
Elevation Wealth Partners
California
$13.5K -$6.74K -85 -33%
SPIA
157
Steward Partners Investment Advisory
New York
$12.7K – – –
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$11.5K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$5.63K – – –
BTI
160
Blue Trust Inc
Georgia
$4.68K -$3.25K -41 -41%
QL
161
Quarry LP
New York
$4.13K +$4.13K +52 New
NA
162
NewEdge Advisors
Louisiana
$3.97K – – –
CWM
163
CarsonAllaria Wealth Management
Illinois
$2.38K – – –
MFT
164
Moisand Fitzgerald Tamayo
Florida
$2.22K – – –
Bessemer Group
165
Bessemer Group
New Jersey
$2K – – –
FFA
166
Farther Finance Advisors
California
$1.55K – – –
AF
167
Allworth Financial
California
$1.27K – – –
A
168
AlphaQuest
New York
$1.27K -$73.1K -922 -98%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$1.27K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$794 – – –
PFBT
171
Parkside Financial Bank & Trust
Missouri
$556 – – –
ECM
172
Everence Capital Management
Indiana
$400 – – –
AWM
173
Avior Wealth Management
Nebraska
$396 +$396 +5 New
SIC
174
SJS Investment Consulting
Ohio
$318 -$80 -1 -20%
QCG
175
Quadrant Capital Group
Ohio
$238 – – –
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