Triumph Financial Inc
TFIN
172 hedge funds and large institutions have $1.59B invested in Triumph Financial Inc in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.
5,034% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $200K
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
21% more capital invested
Capital invested by funds: $1.31B → $1.59B (+$274M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more funds holding
Funds holding: 160 → 172 (+12)
7% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 59
2.1% less ownership
Funds ownership: 87.07% → 84.97% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$17.1M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$7.99M |
| 4 |
BlackRock
New York
|
+$7.44M |
| 5 |
State Street
Boston,
Massachusetts
|
+$7.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$64.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.5M |
| 3 |
LCG
Luxor Capital Group
New York
|
-$15.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$14.3M |
| 5 |
IMA
Investment Management Associates
Greenwood Village,
Colorado
|
-$7.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Boston Partners
Boston,
Massachusetts
| – | -$612K | -9,449 | Closed |
|
|
XT
177
XTX Topco
George Town,
Cayman Islands
| – | -$366K | -5,655 | Closed |
|
|
M
178
Murchinson
Toronto,
Ontario, Canada
| – | -$324K | -5,000 | Closed |
|
|
CIA
179
Capital Impact Advisors
Boston,
Massachusetts
| – | -$263K | -4,053 | Closed |
|
180
Allspring Global Investments
Charlotte,
North Carolina
| – | -$90.7K | -1,400 | Closed |
|
|
RTC
181
Riverview Trust Company
Vancouver,
Washington
| – | -$16.6K | -256 | Closed |
|
|
ACM
182
Aquatic Capital Management
Chicago,
Illinois
| – | -$6K | -100 | Closed |
|
|
CAS
183
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.35K | -20 | -71% |
|
TFIN Hedge Fund Activity: Q4 2023 in Review
172 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2023, worth a combined $1.59B — up 21% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new TFIN positions and 12 closed out — a net gain of 12 holders — while 55 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $64.3M sold.
- 172 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2023, up from 160 in Q3 2023.
- Funds reported $1.59B of Triumph Financial Inc stock for Q4 2023, up 21% quarter-over-quarter.
- 24 funds opened new Triumph Financial Inc positions in Q4 2023 and 12 closed out, a net change of +12 holders.
- The largest Triumph Financial Inc buyer in Q4 2023 was Morgan Stanley, an estimated $23.6M added.
- The largest Triumph Financial Inc seller in Q4 2023 was Westwood Holdings Group, an estimated $64.3M sold.
Based on aggregated 13F filings for Q4 2023.