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Triumph Financial, Inc.
TFIN

Overview Fund Activity

208 hedge funds and large institutions have $1.72B invested in Triumph Financial, Inc. in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+17
Holders Change %
+8.9%
% of All Funds
3.01%
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
70
Reduced
65
Closed
10
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$15.9M
2
Morgan Stanley
Morgan Stanley
New York
+$4.68M
3
BlackRock
BlackRock
New York
+$4.33M
4
Jane Street
Jane Street
New York
+$2.07M
5
Barclays
Barclays
United Kingdom
+$1.92M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$21.9M
2
BCM
Bares Capital Management
Texas
-$20M
3
Ameriprise
Ameriprise
Minnesota
-$11.7M
4
KCM
Kennedy Capital Management
Missouri
-$6.05M
5
FSCM
First Sabrepoint Capital Management
Texas
-$5.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
151
Welch Group
Alabama
$210K – – –
LPL Financial
152
LPL Financial
California
$210K +$210K +2,637 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$202K +$7.87K +99 +4%
AIP
154
Ameritas Investment Partners
Nebraska
$176K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$117K +$5.49K +69 +5%
SAM
156
Shell Asset Management
Netherlands
$84K +$84K +1,055 New
CAM
157
Creekmur Asset Management
Illinois
$79.5K – – –
CFM
158
Catalyst Funds Management
Australia
$63.6K +$63.6K +800 New
KBC Group
159
KBC Group
Belgium
$63K +$20K +253 +46%
QT
160
Quantbot Technologies
New York
$49.3K +$49.3K +620 New
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$46K +$46K +584 New
ACM
162
Aquatic Capital Management
Illinois
$39.8K +$39.8K +500 New
BTI
163
Blue Trust Inc
Georgia
$38.4K +$21.2K +259 +123%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$33K +$1.2K +15 +4%
FHA
165
First Horizon Advisors
Tennessee
$30K – – –
FFA
166
Farther Finance Advisors
California
$29.3K +$318 +4 +1%
FNWA
167
Financial Network Wealth Advisors
Utah
$25.1K – – –
GI
168
GAMMA Investing
California
$24.5K +$10.5K +132 +75%
CTC
169
Central Trust Company
Missouri
$21.6K -$21.7K -273 -50%
RTC
170
Riverview Trust Company
Washington
$20.4K – – –
S
171
SignatureFD
Georgia
$18.8K – – –
PS
172
Principal Securities
Iowa
$16.8K +$80 +1 +0.5%
QC
173
Quent Capital
New York
$15.9K – – –
SPIA
174
Steward Partners Investment Advisory
New York
$12.7K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$11.5K – – –
5 6
7
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