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Triumph Financial Inc

130 hedge funds and large institutions have $648M invested in Triumph Financial Inc in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

1.19% less ownership

Funds ownership: 84.2%83.02% (-1.2%)

2% less funds holding

Funds holding: 132130 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less capital invested

Capital invested by funds: $845M → $648M (-$197M)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
18
Increased
46
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M +$2.95M +83,458 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$69.6M +$14M +397,055 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.9M +$1.91M +54,050 +4%
MCA
4
Mendon Capital Advisors
Florida
$42.8M +$2.04M +57,930 +4%
State Street
5
State Street
Massachusetts
$27.9M -$3.37M -95,393 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$26.5M +$1.87M +52,937 +6%
HCM
7
Hodges Capital Management
Texas
$24.3M -$209K -5,924 -0.7%
CRC
8
Curi RMB Capital
Illinois
$17M +$221K +6,258 +1%
Brown Advisory
9
Brown Advisory
Maryland
$16.6M +$2.25M +63,756 +13%
NI
10
NFC Investments
Tennessee
$16.5M +$11.7M +330,818 +148%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$15M -$48.8K -1,381 -0.3%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.4M -$7.56M -214,081 -31%
PCM
13
Peregrine Capital Management
Minnesota
$13.1M -$93.6K -2,651 -0.6%
KCM
14
Kennedy Capital Management
Missouri
$13M -$3.37M -95,489 -18%
FHC
15
Forest Hill Capital
Arkansas
$11.7M -$2.66M -75,391 -16%
BFC
16
Banc Funds Company
Illinois
$10.8M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.88M -$917K -25,966 -7%
PFC
18
Phocas Financial Corp
California
$8.97M -$220K -6,225 -2%
Northern Trust
19
Northern Trust
Illinois
$8.82M -$56K -1,586 -0.5%
JAM
20
Jacobs Asset Management
New York
$8.62M +$3.19M +90,307 +45%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$8.25M +$594K +16,827 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.14M +$1.28M +36,287 +15%
SCA
23
Stieven Capital Advisors
Missouri
$7.37M -$185K -5,236 -2%
MPAM
24
Monarch Partners Asset Management
Massachusetts
$6.9M +$4.8M +136,054 +141%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.64M +$619K +17,522 +8%

TFIN Hedge Fund Activity: Q4 2018 in Review

130 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2018, worth a combined $648M — down 23% from $845M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TFIN and 18 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Wellington Management Group, adding an estimated $14M. The largest seller was Trafelet Capital Management, exiting entirely with an estimated $10.8M sold.

  • 130 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2018, down from 132 in Q3 2018.
  • Funds reported $648M of Triumph Financial Inc stock for Q4 2018, down 23% quarter-over-quarter.
  • 18 funds opened new Triumph Financial Inc positions in Q4 2018 and 20 closed out, a net change of -2 holders.
  • The largest Triumph Financial Inc buyer in Q4 2018 was Wellington Management Group, an estimated $14M added.
  • The largest Triumph Financial Inc seller in Q4 2018 was Trafelet Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2018.