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Triumph Financial Inc

83 hedge funds and large institutions have $234M invested in Triumph Financial Inc in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 8183 (+2)

1.3% more ownership

Funds ownership: 51.31%52.61% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

2% less capital invested

Capital invested by funds: $239M → $234M (-$5.45M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
30
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1
Mendon Capital Advisors
Florida
$28.6M +$5.46M +235,620 +25%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.5M +$1.08M +46,667 +4%
BlackRock
3
BlackRock
New York
$19.3M -$638K -27,519 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.4M +$452K +19,502 +3%
CRC
5
Curi RMB Capital
Illinois
$14.3M +$1.79M +77,401 +15%
NI
6
NFC Investments
Tennessee
$12.3M -$131K -5,650 -1%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$11.2M -$90.6K -3,906 -0.8%
Brown Advisory
8
Brown Advisory
Maryland
$10.2M -$233K -10,051 -2%
BFC
9
Banc Funds Company
Illinois
$7.32M +$2.2M +95,000 +47%
State Street
10
State Street
Massachusetts
$6.45M +$421K +18,159 +7%
Millennium Management
11
Millennium Management
New York
$6.3M +$5.03M +217,161 +550%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$5.16M +$2.25M +97,051 +86%
UM
13
Ulysses Management
New York
$4.85M
PCM
14
Perritt Capital Management
Illinois
$4.24M -$32.5K -1,400 -0.8%
Northern Trust
15
Northern Trust
Illinois
$4.08M +$94.3K +4,067 +3%
JC
16
JCSD Capital
California
$3.84M +$147K +6,344 +4%
HCM
17
Hodges Capital Management
Texas
$3.65M +$378K +16,295 +12%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.41M +$221K +9,514 +7%
KCM
19
Kennedy Capital Management
Missouri
$3.1M +$2.93M +126,351 New
JP Morgan Chase
20
JP Morgan Chase
New York
$2.92M -$49.9K -2,153 -2%
LSV Asset Management
21
LSV Asset Management
Illinois
$2.27M +$2.14M +92,348 New
Renaissance Technologies
22
Renaissance Technologies
New York
$2.26M -$1.39M -59,912 -39%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.17M +$1.59M +68,690 +347%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.06M +$188K +8,118 +11%
TCIM
25
TIAA CREF Investment Management
New York
$1.75M -$66.2K -2,856 -4%

TFIN Hedge Fund Activity: Q2 2017 in Review

83 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2017, worth a combined $234M — down 2.3% from $239M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TFIN positions and 8 closed out — a net gain of 2 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $5.46M. The largest seller was Basswood Capital Management, cutting an estimated $18.8M.

  • 83 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2017, up from 81 in Q1 2017.
  • Funds reported $234M of Triumph Financial Inc stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 10 funds opened new Triumph Financial Inc positions in Q2 2017 and 8 closed out, a net change of +2 holders.
  • The largest Triumph Financial Inc buyer in Q2 2017 was Mendon Capital Advisors, an estimated $5.46M added.
  • The largest Triumph Financial Inc seller in Q2 2017 was Basswood Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q2 2017.