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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
SPIA
176
Steward Partners Investment Advisory
New York
$12.7K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$11.5K
SAM
178
Smartleaf Asset Management
Massachusetts
$10.7K +$6.85K +82 +149%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$7.79K +$1K +12 +14%
WSFS
180
Wilmington Savings Fund Society
Delaware
$7.56K +$7.93K +95 New
Jones Financial Companies
181
Jones Financial Companies
Missouri
$6.74K +$6.01K +72 +514%
WWM
182
Wolff Wiese Magana
California
$6.44K
UB
183
UMB Bank
Missouri
$4.45K +$2.67K +32 +133%
HCA
184
Harbor Capital Advisors
Illinois
$4K +$3.84K +46 New
NA
185
NewEdge Advisors
Louisiana
$3.98K
AA
186
Ancora Advisors
Ohio
$3.98K +$4.17K +50 New
VWM
187
Venturi Wealth Management
Texas
$3.58K
Bessemer Group
188
Bessemer Group
New Jersey
$3K +$1.25K +15 +68%
AF
189
Allworth Financial
California
$2.86K
CWM
190
CarsonAllaria Wealth Management
Illinois
$2.39K
MFT
191
Moisand Fitzgerald Tamayo
Florida
$2.23K
SCM
192
Sterling Capital Management
North Carolina
$2.15K +$2.25K +27 New
RIL
193
Rothschild Investment LLC
Illinois
$1.99K +$835 +10 +67%
TC
194
Truvestments Capital
Florida
$1.99K +$2.09K +25 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$1.27K
EWA
196
EverSource Wealth Advisors
Alabama
$1.27K +$1.34K +16 New
CPA
197
Capital Performance Advisors
California
$1.03K +$1.08K +13 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$954
JWA
199
JFS Wealth Advisors
Pennsylvania
$796
A
200
AlphaQuest
New York
$636 +$668 +8 New

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.