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Triumph Financial Inc

177 hedge funds and large institutions have $1.32B invested in Triumph Financial Inc in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $1.47M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

3% more funds holding

Funds holding: 172177 (+5)

4.94% less ownership

Funds ownership: 88.9%83.96% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

37% less capital invested

Capital invested by funds: $2.1B → $1.32B (-$776M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
58
Reduced
65
Closed
20
Calls
$3.2M
Puts
$1.47M
Net Calls
+$1.73M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$224M +$2.19M +30,868 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M -$1.48M -20,940 -1%
LCG
3
Luxor Capital Group
New York
$114M +$1.55M +21,917 +1%
State Street
4
State Street
Massachusetts
$86.9M -$8.79M -124,127 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$81.6M -$9.06M -127,861 -9%
Ameriprise
6
Ameriprise
Minnesota
$74.9M -$3.7M -52,280 -4%
WHG
7
Westwood Holdings Group
Texas
$52.9M +$8.74M +123,419 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.4M -$6.68M -94,327 -11%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$39.4M +$1.09M +15,324 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.1M +$387K +5,460 +1%
RA
11
Royce & Associates
New York
$26.2M +$6.75M +95,302 +29%
BFC
12
Banc Funds Company
Illinois
$20.7M
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.8M -$1.42M -19,995 -7%
RIM
14
Ranger Investment Management
Texas
$15.7M +$15.4M +217,980 +664%
Northern Trust
15
Northern Trust
Illinois
$15.6M -$373K -5,261 -2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$15.3M -$701K -9,892 -4%
NI
17
NFC Investments
Tennessee
$14.8M +$110K +1,550 +0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.7M -$793K -11,196 -5%
EA
19
Emerald Advisers
Pennsylvania
$13.2M -$2.94M -41,562 -16%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$13M -$10M -141,816 -41%
PCM
21
Peregrine Capital Management
Minnesota
$12.8M +$1.31M +18,477 +10%
DCM
22
Driehaus Capital Management
Illinois
$11.4M -$35.6M -502,945 -73%
Charles Schwab
23
Charles Schwab
California
$10.5M -$270K -3,815 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.19M -$2.53M -35,697 -20%
CS
25
Credit Suisse
Switzerland
$8.39M -$795K -11,221 -8%

TFIN Hedge Fund Activity: Q2 2022 in Review

177 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2022, worth a combined $1.32B — down 37% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 20 closed out — a net gain of 12 holders — while 58 added to existing stakes and 65 trimmed.

The largest buyer was Ranger Investment Management, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $36.7M.

  • 177 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2022, up from 172 in Q1 2022.
  • Funds reported $1.32B of Triumph Financial Inc stock for Q2 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q2 2022 and 20 closed out, a net change of +12 holders.
  • The largest Triumph Financial Inc buyer in Q2 2022 was Ranger Investment Management, an estimated $15.4M added.
  • The largest Triumph Financial Inc seller in Q2 2022 was Morgan Stanley, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2022.