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Triumph Financial Inc

145 hedge funds and large institutions have $972M invested in Triumph Financial Inc in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 63 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 3

68% more capital invested

Capital invested by funds: $580M → $972M (+$392M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more funds holding

Funds holding: 116145 (+29)

5.8% more ownership

Funds ownership: 74.82%80.63% (+5.8%)

44% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 63

Holders
145
Holders Change
+29
Holders Change %
+25%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
35
Reduced
63
Closed
3
Calls
$820K
Puts
Net Calls
+$820K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M +$10.3M +228,067 +7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M -$13.5M -299,135 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69.9M -$1.48M -32,817 -2%
LCG
4
Luxor Capital Group
New York
$65.9M +$61.1M +1,357,798 New
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$53.2M +$1.05M +23,440 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.5M -$470K -10,444 -1%
State Street
7
State Street
Massachusetts
$38.7M +$2.66M +59,144 +8%
RA
8
Royce & Associates
New York
$28.6M +$17.5M +388,455 +194%
DCM
9
Driehaus Capital Management
Illinois
$25.8M +$1.46M +32,329 +6%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$22.8M -$178K -3,954 -0.8%
NI
11
NFC Investments
Tennessee
$22.2M -$167K -3,708 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$19.2M -$3.97M -88,288 -18%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$18M -$1.27M -28,270 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.1M +$378K +8,391 +2%
BFC
15
Banc Funds Company
Illinois
$15.9M
PCM
16
Peregrine Capital Management
Minnesota
$15.7M -$1.32M -29,349 -8%
Northern Trust
17
Northern Trust
Illinois
$13.6M -$560K -12,434 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.3M -$1.17M -26,071 -9%
KCM
19
Kennedy Capital Management
Missouri
$11.9M -$147K -3,258 -1%
Brown Advisory
20
Brown Advisory
Maryland
$10.6M -$13.5M -300,970 -58%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$9.28M +$8.6M +191,118 New
FHC
22
Forest Hill Capital
Arkansas
$7.67M -$2.48M -55,000 -26%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.55M -$278K -6,188 -4%
Charles Schwab
24
Charles Schwab
California
$7.26M -$45 -1 -0%
MAP
25
Moody Aldrich Partners
Massachusetts
$6.68M -$3.41M -75,841 -36%

TFIN Hedge Fund Activity: Q4 2020 in Review

145 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2020, worth a combined $972M — up 68% from $580M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 3 closed out — a net gain of 29 holders — while 35 added to existing stakes and 63 trimmed.

The largest buyer was Luxor Capital Group, opening a new position worth an estimated $61.1M. The largest seller was Brown Advisory, cutting an estimated $13.5M.

  • 145 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $972M of Triumph Financial Inc stock for Q4 2020, up 68% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q4 2020 and 3 closed out, a net change of +29 holders.
  • The largest Triumph Financial Inc buyer in Q4 2020 was Luxor Capital Group, an estimated $61.1M added.
  • The largest Triumph Financial Inc seller in Q4 2020 was Brown Advisory, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.