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Triumph Financial Inc

191 hedge funds and large institutions have $1.82B invested in Triumph Financial Inc in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $2.3M

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$233M)

9.57% more ownership

Funds ownership: 85.92%95.48% (+9.6%)

8% more funds holding

Funds holding: 177191 (+14)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
60
Reduced
58
Closed
19
Calls
$5.22M
Puts
$2.3M
Net Calls
+$2.92M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
151
nVerses Capital
Florida
$73.6K +$44.7K +600 +200%
KBC Group
152
KBC Group
Belgium
$45K
CTC
153
Central Trust Company
Missouri
$44.6K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$32K -$9.09K -122 -24%
FHA
155
First Horizon Advisors
Tennessee
$30.8K -$11K -148 -28%
FFA
156
Farther Finance Advisors
California
$29.2K +$25.6K +344 +1,720%
FNWA
157
Financial Network Wealth Advisors
Utah
$25.8K +$23.5K +315 New
RTC
158
Riverview Trust Company
Washington
$20.9K
CA
159
Crewe Advisors
Utah
$19.7K +$18K +241 New
S
160
SignatureFD
Georgia
$19.3K
SOW
161
State of Wyoming
Wyoming
$18.1K +$16.5K +222 New
PS
162
Principal Securities
Iowa
$17.2K
BTI
163
Blue Trust Inc
Georgia
$16.7K +$11.3K +152 +258%
QC
164
Quent Capital
New York
$16.4K
GI
165
GAMMA Investing
California
$14.4K +$75 +1 +0.6%
SPIA
166
Steward Partners Investment Advisory
New York
$13.1K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$11.9K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$7.03K +$1.12K +15 +21%
WWM
169
Wolff Wiese Magana
California
$6.62K +$6.04K +81 New
SAM
170
Smartleaf Asset Management
Massachusetts
$4.3K +$4.1K +55 New
NA
171
NewEdge Advisors
Louisiana
$4.09K
TWP
172
Triad Wealth Partners
Kansas
$3.84K +$3.5K +47 New
VWM
173
Venturi Wealth Management
Texas
$3.68K +$3.35K +45 New
AF
174
Allworth Financial
California
$2.92K +$1.49K +20 +125%
CWM
175
CarsonAllaria Wealth Management
Illinois
$2.45K

TFIN Hedge Fund Activity: Q2 2024 in Review

191 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2024, worth a combined $1.82B — up 15% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFIN positions and 19 closed out — a net gain of 16 holders — while 60 added to existing stakes and 58 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $141M. The largest seller was Luxor Capital Group, cutting an estimated $19.6M.

  • 191 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2024, up from 177 in Q1 2024.
  • Funds reported $1.82B of Triumph Financial Inc stock for Q2 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Triumph Financial Inc positions in Q2 2024 and 19 closed out, a net change of +16 holders.
  • The largest Triumph Financial Inc buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $141M added.
  • The largest Triumph Financial Inc seller in Q2 2024 was Luxor Capital Group, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.