We are live on ! Find out more
TFIN icon

Triumph Financial Inc

121 hedge funds and large institutions have $481M invested in Triumph Financial Inc in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 121121 (0)

0.79% less ownership

Funds ownership: 75.95%75.16% (-0.79%)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

34% less capital invested

Capital invested by funds: $731M → $481M (-$250M)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
38
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.5M -$8.76M -252,973 -7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$59.1M +$7.4M +213,753 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.9M -$1.48M -42,720 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.7M -$1.33M -38,558 -3%
State Street
5
State Street
Massachusetts
$20.8M +$831K +24,006 +3%
Brown Advisory
6
Brown Advisory
Maryland
$16.3M -$179K -5,175 -0.8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$15.9M +$20.5M +592,727 +3,191%
NI
8
NFC Investments
Tennessee
$13.2M +$157K +4,525 +0.9%
BFC
9
Banc Funds Company
Illinois
$12.5M -$1.18M -34,000 -7%
PCM
10
Peregrine Capital Management
Minnesota
$11.5M +$55.8K +1,611 +0.4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$11.2M +$270K +7,812 +2%
DCM
12
Driehaus Capital Management
Illinois
$11M +$2.33M +67,407 +19%
Ameriprise
13
Ameriprise
Minnesota
$10.5M +$9.91M +286,382 +241%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.76M +$580K +16,754 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.98M -$12.7M -365,544 -54%
Northern Trust
16
Northern Trust
Illinois
$7.9M +$58.5K +1,690 +0.6%
HCM
17
Hodges Capital Management
Texas
$7.04M -$1.94M -56,022 -17%
MCM
18
Maltese Capital Management
New York
$6.76M -$7.44M -215,061 -45%
Wells Fargo
19
Wells Fargo
California
$6.44M +$581K +16,798 +7%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.97M -$1.6M -46,169 -17%
MCA
21
Mendon Capital Advisors
Florida
$5.79M -$3.19M -92,271 -29%
FHC
22
Forest Hill Capital
Arkansas
$5.54M
PFC
23
Phocas Financial Corp
California
$5.12M -$603K -17,429 -8%
MAP
24
Moody Aldrich Partners
Massachusetts
$4.62M -$811K -23,424 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.6M -$253K -7,322 -4%

TFIN Hedge Fund Activity: Q1 2020 in Review

121 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2020, worth a combined $481M — down 34% from $731M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TFIN positions and 17 closed out — a net gain of 1 holder — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.5M. The largest seller was Bank of New York Mellon, cutting an estimated $12.7M.

  • 121 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $481M of Triumph Financial Inc stock for Q1 2020, down 34% quarter-over-quarter.
  • 18 funds opened new Triumph Financial Inc positions in Q1 2020 and 17 closed out, a net change of +1 holder.
  • The largest Triumph Financial Inc buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $20.5M added.
  • The largest Triumph Financial Inc seller in Q1 2020 was Bank of New York Mellon, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.