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Triumph Financial Inc

210 hedge funds and large institutions have $1.73B invested in Triumph Financial Inc in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $2.46M

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

10% more funds holding

Funds holding: 191210 (+19)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

2.53% less ownership

Funds ownership: 95.48%92.95% (-2.5%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$94.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
71
Reduced
66
Closed
8
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Profund Advisors
Maryland
$216K +$13.9K +167 +7%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$212K +$11.7K +140 +6%
WG
153
Welch Group
Alabama
$210K
LPL Financial
154
LPL Financial
California
$210K +$220K +2,637 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$202K +$8.27K +99 +4%
AIP
156
Ameritas Investment Partners
Nebraska
$176K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$117K +$5.76K +69 +5%
SAM
158
Shell Asset Management
Netherlands
$84K +$88.1K +1,055 New
CAM
159
Creekmur Asset Management
Illinois
$79.5K
CFM
160
Catalyst Funds Management
Australia
$63.6K +$66.8K +800 New
KBC Group
161
KBC Group
Belgium
$63K +$21.1K +253 +46%
QT
162
Quantbot Technologies
New York
$49.3K +$51.8K +620 New
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$46K +$48.8K +584 New
ACM
164
Aquatic Capital Management
Illinois
$39.8K +$41.7K +500 New
BTI
165
Blue Trust Inc
Georgia
$38.4K +$21.6K +259 +123%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$33K +$1.25K +15 +4%
FHA
167
First Horizon Advisors
Tennessee
$30K
FFA
168
Farther Finance Advisors
California
$29.3K +$334 +4 +1%
FNWA
169
Financial Network Wealth Advisors
Utah
$25.1K
GI
170
GAMMA Investing
California
$24.5K +$11K +132 +75%
CTC
171
Central Trust Company
Missouri
$21.6K -$22.8K -273 -50%
RTC
172
Riverview Trust Company
Washington
$20.4K
S
173
SignatureFD
Georgia
$18.8K
PS
174
Principal Securities
Iowa
$16.8K +$83 +1 +0.5%
QC
175
Quent Capital
New York
$15.9K

TFIN Hedge Fund Activity: Q3 2024 in Review

210 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2024, worth a combined $1.73B — down 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFIN positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $16.7M. The largest seller was Luxor Capital Group, cutting an estimated $23M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $1.73B of Triumph Financial Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 28 funds opened new Triumph Financial Inc positions in Q3 2024 and 8 closed out, a net change of +20 holders.
  • The largest Triumph Financial Inc buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $16.7M added.
  • The largest Triumph Financial Inc seller in Q3 2024 was Luxor Capital Group, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.