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Triumph Financial Inc

116 hedge funds and large institutions have $580M invested in Triumph Financial Inc in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more capital invested

Capital invested by funds: $437M → $580M (+$143M)

0.2% more ownership

Funds ownership: 74.62%74.82% (+0.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 117116 (-1)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $825K

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
38
Reduced
39
Closed
14
Calls
Puts
$825K
Net Calls
-$825K
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M +$635K +23,205 +0.7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$76.3M +$1.49M +54,576 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.9M +$402K +14,700 +1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$33.4M +$1.85M +67,592 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.3M -$192K -7,021 -0.7%
State Street
6
State Street
Massachusetts
$23M -$2.12M -77,480 -10%
Brown Advisory
7
Brown Advisory
Maryland
$16.1M -$46.6K -1,703 -0.3%
DCM
8
Driehaus Capital Management
Illinois
$15.5M -$2.52M -92,214 -16%
Ameriprise
9
Ameriprise
Minnesota
$15.1M +$1.05M +38,503 +9%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$14.8M +$9.52M +347,914 +275%
NI
11
NFC Investments
Tennessee
$14.3M -$212K -7,737 -2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$12.4M -$279K -10,207 -3%
PCM
13
Peregrine Capital Management
Minnesota
$11M -$916K -33,450 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.7M +$22K +805 +0.2%
BFC
15
Banc Funds Company
Illinois
$10.2M -$1.37M -49,931 -13%
Northern Trust
16
Northern Trust
Illinois
$9.1M -$228K -8,314 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.71M -$289K -10,575 -4%
PFC
18
Phocas Financial Corp
California
$8.38M +$2.4M +87,803 +48%
KCM
19
Kennedy Capital Management
Missouri
$7.72M +$242K +8,837 +4%
MAP
20
Moody Aldrich Partners
Massachusetts
$6.65M +$172K +6,281 +3%
FHC
21
Forest Hill Capital
Arkansas
$6.63M
RA
22
Royce & Associates
New York
$6.23M +$5.48M +200,146 New
Principal Financial Group
23
Principal Financial Group
Iowa
$5.04M -$105K -3,819 -2%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4.89M +$287K +10,500 +7%
HCM
25
Hodges Capital Management
Texas
$4.71M +$533K +19,480 +15%

TFIN Hedge Fund Activity: Q3 2020 in Review

116 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2020, worth a combined $580M — up 33% from $437M a quarter earlier.

Fund positioning in TFIN was balanced in Q3 2020: 14 funds opened new positions, 14 closed out, 38 added to existing stakes and 39 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $9.52M. The largest seller was Driehaus Capital Management, cutting an estimated $2.52M.

  • 116 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2020, down from 117 in Q2 2020.
  • Funds reported $580M of Triumph Financial Inc stock for Q3 2020, up 33% quarter-over-quarter.
  • 14 funds opened new Triumph Financial Inc positions in Q3 2020 and 14 closed out, a net change of 0 holders.
  • The largest Triumph Financial Inc buyer in Q3 2020 was Russell Investments Group, an estimated $9.52M added.
  • The largest Triumph Financial Inc seller in Q3 2020 was Driehaus Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.