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Triumph Financial Inc

111 hedge funds and large institutions have $407M invested in Triumph Financial Inc in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

74% more capital invested

Capital invested by funds: $234M → $407M (+$173M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more funds holding

Funds holding: 83111 (+28)

9.17% more ownership

Funds ownership: 52.61%61.78% (+9.2%)

Holders
111
Holders Change
+28
Holders Change %
+33.73%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
50
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$63.9M +$24.2M +864,008 +77%
MCA
2
Mendon Capital Advisors
Florida
$43.3M +$5.06M +180,390 +16%
BlackRock
3
BlackRock
New York
$29.6M +$3.71M +132,180 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.9M +$2.06M +73,370 +11%
CRC
5
Curi RMB Capital
Illinois
$18.8M +$505 +18 +0%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$17M +$2M +71,159 +16%
NI
7
NFC Investments
Tennessee
$15.5M -$540K -19,250 -4%
Brown Advisory
8
Brown Advisory
Maryland
$13.4M +$16.2K +576 +0.1%
BFC
9
Banc Funds Company
Illinois
$12.8M +$2.8M +100,000 +34%
HCM
10
Hodges Capital Management
Texas
$12.5M +$6.69M +238,570 +160%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$9.99M +$2.79M +99,641 +47%
State Street
12
State Street
Massachusetts
$9.07M +$510K +18,185 +7%
Millennium Management
13
Millennium Management
New York
$8.38M +$89.6K +3,197 +1%
KCM
14
Kennedy Capital Management
Missouri
$7.22M +$2.73M +97,434 +77%
Northern Trust
15
Northern Trust
Illinois
$6.32M +$835K +29,765 +18%
UM
16
Ulysses Management
New York
$5.32M -$909K -32,400 -16%
LSV Asset Management
17
LSV Asset Management
Illinois
$5.11M +$1.85M +66,052 +72%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.88M +$349K +12,431 +9%
PCM
19
Perritt Capital Management
Illinois
$4.61M -$841K -30,000 -17%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.5M +$2.8M +100,000 +252%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$4.3M +$3.74M +133,394 New
Renaissance Technologies
22
Renaissance Technologies
New York
$4.19M +$1.07M +37,988 +41%
FHC
23
Forest Hill Capital
Arkansas
$3.91M +$3.4M +121,193 New
DCM
24
Driehaus Capital Management
Illinois
$3.8M +$3.31M +117,917 New
JP Morgan Chase
25
JP Morgan Chase
New York
$3.46M -$306K -10,927 -9%

TFIN Hedge Fund Activity: Q3 2017 in Review

111 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2017, worth a combined $407M — up 74% from $234M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 2 closed out — a net gain of 28 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.2M. The largest seller was JCSD Capital, cutting an estimated $1.52M.

  • 111 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2017, up from 83 in Q2 2017.
  • Funds reported $407M of Triumph Financial Inc stock for Q3 2017, up 74% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q3 2017 and 2 closed out, a net change of +28 holders.
  • The largest Triumph Financial Inc buyer in Q3 2017 was Wellington Management Group, an estimated $24.2M added.
  • The largest Triumph Financial Inc seller in Q3 2017 was JCSD Capital, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2017.