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Triumph Financial Inc

126 hedge funds and large institutions have $599M invested in Triumph Financial Inc in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 121126 (+5)

4% more capital invested

Capital invested by funds: $576M → $599M (+$23.3M)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

2.53% less ownership

Funds ownership: 74.26%71.73% (-2.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
42
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$118M -$991K -32,870 -0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$59M -$14.4M -478,055 -21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.6M +$1.26M +41,803 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.7M +$1.29M +42,782 +4%
State Street
5
State Street
Massachusetts
$25.8M -$430K -14,261 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$21.8M +$1.1M +36,342 +6%
Brown Advisory
7
Brown Advisory
Maryland
$20.2M -$999K -33,137 -5%
NI
8
NFC Investments
Tennessee
$18.2M +$481K +15,955 +3%
BFC
9
Banc Funds Company
Illinois
$15.1M -$302K -10,000 -2%
PCM
10
Peregrine Capital Management
Minnesota
$14.2M +$443K +14,696 +3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$13.9M -$647K -21,451 -5%
HCM
12
Hodges Capital Management
Texas
$12.9M -$5.65M -187,255 -32%
MCM
13
Maltese Capital Management
New York
$12.9M +$8.02M +266,026 +193%
MCA
14
Mendon Capital Advisors
Florida
$11.9M -$19.7M -654,790 -64%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.3M +$174K +5,778 +2%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.3M
Northern Trust
17
Northern Trust
Illinois
$10M +$230K +7,636 +2%
FHC
18
Forest Hill Capital
Arkansas
$9.33M
PFC
19
Phocas Financial Corp
California
$8.56M -$58.4K -1,937 -0.7%
Wells Fargo
20
Wells Fargo
California
$6.42M +$1.05M +34,863 +21%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$6.35M
Principal Financial Group
22
Principal Financial Group
Iowa
$6.06M -$208K -6,885 -3%
MAP
23
Moody Aldrich Partners
Massachusetts
$5.76M -$63.5K -2,106 -1%
Ameriprise
24
Ameriprise
Minnesota
$4.71M -$187K -6,195 -4%
Charles Schwab
25
Charles Schwab
California
$4.7M +$73.9K +2,449 +2%

TFIN Hedge Fund Activity: Q3 2019 in Review

126 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2019, worth a combined $599M — up 4% from $576M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFIN positions and 8 closed out — a net gain of 5 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $8.02M. The largest seller was Mendon Capital Advisors, cutting an estimated $19.7M.

  • 126 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2019, up from 121 in Q2 2019.
  • Funds reported $599M of Triumph Financial Inc stock for Q3 2019, up 4% quarter-over-quarter.
  • 13 funds opened new Triumph Financial Inc positions in Q3 2019 and 8 closed out, a net change of +5 holders.
  • The largest Triumph Financial Inc buyer in Q3 2019 was Maltese Capital Management, an estimated $8.02M added.
  • The largest Triumph Financial Inc seller in Q3 2019 was Mendon Capital Advisors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2019.