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Triumph Financial Inc

159 hedge funds and large institutions have $1.56B invested in Triumph Financial Inc in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

60% more capital invested

Capital invested by funds: $972M → $1.56B (+$585M)

41% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.04M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 145159 (+14)

0.25% more ownership

Funds ownership: 80.63%80.88% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
47
Reduced
65
Closed
15
Calls
$11.4M
Puts
$8.04M
Net Calls
+$3.33M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$283M +$7M +100,698 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$141M -$22.6M -325,231 -15%
LCG
3
Luxor Capital Group
New York
$137M +$28.5M +409,823 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$113M +$1.12M +16,107 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$79.5M -$2.4M -34,553 -3%
State Street
6
State Street
Massachusetts
$71.5M +$8.84M +127,130 +16%
RA
7
Royce & Associates
New York
$55.4M +$8.89M +127,798 +22%
DCM
8
Driehaus Capital Management
Illinois
$47.4M +$5.68M +81,699 +15%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$47.2M -$33.9M -487,009 -44%
American Century Companies
10
American Century Companies
Missouri
$32.4M +$29.1M +418,823 New
Ameriprise
11
Ameriprise
Minnesota
$30.2M -$411K -5,913 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.6M +$2.15M +30,968 +9%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$25.4M -$2.86M -41,133 -11%
BFC
14
Banc Funds Company
Illinois
$25.3M
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$22.9M +$19M +273,202 +1,230%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$22.7M -$12.3M -176,836 -38%
NI
17
NFC Investments
Tennessee
$22.2M -$11.8M -169,278 -37%
Northern Trust
18
Northern Trust
Illinois
$20.3M -$1.18M -16,974 -6%
PCM
19
Peregrine Capital Management
Minnesota
$19.7M -$4.71M -67,763 -21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18.7M -$838K -12,051 -5%
KCM
21
Kennedy Capital Management
Missouri
$16.9M -$1.86M -26,791 -11%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$14.5M -$236K -3,400 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$12M +$1.74K +25 +0%
Charles Schwab
24
Charles Schwab
California
$11.9M +$325K +4,677 +3%
FHC
25
Forest Hill Capital
Arkansas
$11.5M -$696K -10,000 -6%

TFIN Hedge Fund Activity: Q1 2021 in Review

159 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2021, worth a combined $1.56B — up 60% from $972M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFIN positions and 15 closed out — a net gain of 15 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.9M.

  • 159 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $1.56B of Triumph Financial Inc stock for Q1 2021, up 60% quarter-over-quarter.
  • 30 funds opened new Triumph Financial Inc positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q1 2021 was American Century Companies, an estimated $29.1M added.
  • The largest Triumph Financial Inc seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.