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Triumph Financial Inc

177 hedge funds and large institutions have $1.32B invested in Triumph Financial Inc in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $1.47M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

3% more funds holding

Funds holding: 172177 (+5)

4.94% less ownership

Funds ownership: 88.9%83.96% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

37% less capital invested

Capital invested by funds: $2.1B → $1.32B (-$776M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
58
Reduced
65
Closed
20
Calls
$3.2M
Puts
$1.47M
Net Calls
+$1.73M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NIP
176
Nicholas Investment Partners
California
-$2.13M -22,668 Closed
AIMCA
177
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.42M -15,072 Closed
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
-$825K -8,493 Closed
RJFSA
179
Raymond James Financial Services Advisors
Florida
-$586K -6,228 Closed
HighTower Advisors
180
HighTower Advisors
Illinois
-$458K -4,871 Closed
HFS
181
Howard Financial Services
Texas
-$282K -3,000 Closed
AG
182
Algert Global
California
-$278K -2,955 Closed
WG
183
Welch Group
Alabama
-$271K -2,880 Closed
CIP
184
Cornerstone Investment Partners
Georgia
-$256K -2,720 Closed
RIM
185
Redwood Investment Management
Arizona
-$255K -2,710 Closed
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
-$208K -2,218 Closed
T. Rowe Price Associates
187
T. Rowe Price Associates
Maryland
-$200K -2,131 Closed
SOW
188
State of Wyoming
Wyoming
-$38K -409 Closed
ED
189
Exane Derivatives
France
-$22.5K -239 Closed
BBHC
190
Brown Brothers Harriman & Co
New York
-$8K -85 Closed
HMS
191
Hanseatic Management Services
New Mexico
-$5K -53 Closed
TFO
192
Tarbox Family Office
California
-$4K -47 Closed
C
193
Covestor
United Kingdom
-$142 -2 -25%
DI
194
Disciplined Investments
Oklahoma
+$71 +1 +50%
SC
195
Schubert & Co
Texas
+$354 +5 +250%
BIA
196
Bell Investment Advisors
California
+$496 +7 New

TFIN Hedge Fund Activity: Q2 2022 in Review

177 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2022, worth a combined $1.32B — down 37% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 20 closed out — a net gain of 12 holders — while 58 added to existing stakes and 65 trimmed.

The largest buyer was Ranger Investment Management, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $36.7M.

  • 177 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2022, up from 172 in Q1 2022.
  • Funds reported $1.32B of Triumph Financial Inc stock for Q2 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q2 2022 and 20 closed out, a net change of +12 holders.
  • The largest Triumph Financial Inc buyer in Q2 2022 was Ranger Investment Management, an estimated $15.4M added.
  • The largest Triumph Financial Inc seller in Q2 2022 was Morgan Stanley, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2022.