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Triumph Financial Inc

183 hedge funds and large institutions have $2.56B invested in Triumph Financial Inc in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.11M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more capital invested

Capital invested by funds: $2.1B → $2.56B (+$460M)

8% more funds holding

Funds holding: 169183 (+14)

2.06% more ownership

Funds ownership: 83.75%85.81% (+2.1%)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
32
Increased
61
Reduced
69
Closed
17
Calls
$4.18M
Puts
$1.11M
Net Calls
+$3.07M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$419M +$4.87M +40,669 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$245M +$55.9M +466,253 +29%
LCG
3
Luxor Capital Group
New York
$234M +$9.24M +77,117 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$166M -$28.7M -239,236 -15%
State Street
5
State Street
Massachusetts
$135M +$21.4M +179,060 +19%
Ameriprise
6
Ameriprise
Minnesota
$132M +$3.72M +31,094 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$104M -$2.33M -19,415 -2%
DCM
8
Driehaus Capital Management
Illinois
$82.9M +$7.72M +64,442 +10%
WHG
9
Westwood Holdings Group
Texas
$78.3M +$50.3M +419,869 +177%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$74.2M +$16.5K +138 +0%
American Century Companies
11
American Century Companies
Missouri
$52.1M -$7.77M -64,880 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.9M +$844K +7,043 +2%
BFC
13
Banc Funds Company
Illinois
$39.5M
RA
14
Royce & Associates
New York
$38.2M -$28.1M -234,246 -42%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.2M +$5.52M +46,044 +19%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$31.9M -$615K -5,136 -2%
Northern Trust
17
Northern Trust
Illinois
$31.5M -$190K -1,590 -0.6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29.4M -$86.7K -724 -0.3%
NI
19
NFC Investments
Tennessee
$27.5M -$1.26M -10,500 -4%
EA
20
Emerald Advisers
Pennsylvania
$23.2M +$3.13M +26,097 +15%
Principal Financial Group
21
Principal Financial Group
Iowa
$23M -$733K -6,117 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$22.3M -$419K -3,501 -2%
PCM
23
Peregrine Capital Management
Minnesota
$21.7M -$2.31M -19,297 -10%
Charles Schwab
24
Charles Schwab
California
$20M +$433K +3,616 +2%
TM
25
THRC Management
Texas
$18.2M +$18.3M +152,996 New

TFIN Hedge Fund Activity: Q4 2021 in Review

183 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2021, worth a combined $2.56B — up 22% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 17 closed out — a net gain of 15 holders — while 61 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was Wellington Management Group, cutting an estimated $28.7M.

  • 183 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $2.56B of Triumph Financial Inc stock for Q4 2021, up 22% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q4 2021 and 17 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q4 2021 was Vanguard Group, an estimated $55.9M added.
  • The largest Triumph Financial Inc seller in Q4 2021 was Wellington Management Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.