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Triumph Financial Inc

172 hedge funds and large institutions have $2.1B invested in Triumph Financial Inc in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $6.87M | Put options by funds: $2.44M

3.09% more ownership

Funds ownership: 85.81%88.9% (+3.1%)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

6% less funds holding

Funds holding: 183172 (-11)

18% less capital invested

Capital invested by funds: $2.56B → $2.1B (-$467M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
172
Holders Change
-11
Holders Change %
-6.01%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
21
Increased
65
Reduced
65
Closed
30
Calls
$6.87M
Puts
$2.44M
Net Calls
+$4.44M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$333M +$2.84M +28,883 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M +$4.79M +48,631 +2%
LCG
3
Luxor Capital Group
New York
$170M -$15.8M -160,079 -8%
State Street
4
State Street
Massachusetts
$142M +$36.9M +375,180 +33%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$135M +$3.54M +35,912 +3%
Ameriprise
6
Ameriprise
Minnesota
$117M +$13.5M +136,755 +12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$80M -$2.23M -22,617 -3%
WHG
8
Westwood Holdings Group
Texas
$67.8M +$6.29M +63,941 +10%
DCM
9
Driehaus Capital Management
Illinois
$64.4M -$1.17M -11,865 -2%
Morgan Stanley
10
Morgan Stanley
New York
$61.3M +$55.2M +561,100 +617%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$57.8M -$904K -9,180 -1%
American Century Companies
12
American Century Companies
Missouri
$45M +$4.04M +41,053 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.2M +$1.68M +17,021 +4%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$32.9M +$29.6M +300,930 +618%
BFC
15
Banc Funds Company
Illinois
$31.2M
RA
16
Royce & Associates
New York
$30.4M +$235K +2,392 +0.7%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.1M +$97K +985 +0.3%
Northern Trust
18
Northern Trust
Illinois
$24M -$959K -9,744 -4%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$23.9M -$1.39M -14,095 -5%
EA
20
Emerald Advisers
Pennsylvania
$23.7M +$5.65M +57,386 +29%
NI
21
NFC Investments
Tennessee
$22M +$311K +3,160 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$21.7M -$1.6M -16,254 -7%
PCM
23
Peregrine Capital Management
Minnesota
$17.6M +$460K +4,670 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$17.2M -$1.07M -10,837 -6%
Charles Schwab
25
Charles Schwab
California
$16.2M +$441K +4,480 +3%

TFIN Hedge Fund Activity: Q1 2022 in Review

172 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2022, worth a combined $2.1B — down 18% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TFIN and 21 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $55.2M. The largest seller was Deutsche Bank, cutting an estimated $15.9M.

  • 172 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2022, down from 183 in Q4 2021.
  • Funds reported $2.1B of Triumph Financial Inc stock for Q1 2022, down 18% quarter-over-quarter.
  • 21 funds opened new Triumph Financial Inc positions in Q1 2022 and 30 closed out, a net change of -9 holders.
  • The largest Triumph Financial Inc buyer in Q1 2022 was Morgan Stanley, an estimated $55.2M added.
  • The largest Triumph Financial Inc seller in Q1 2022 was Deutsche Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2022.