We are live on ! Find out more
TFIN icon

Triumph Financial Inc
TFIN

176 hedge funds and large institutions have $1.12B invested in Triumph Financial Inc in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $620K

0.24% more ownership

Funds ownership: 83.96% → 84.2% (+0.24%)

1% less funds holding

Funds holding: 177 → 176 (-1)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

15% less capital invested

Capital invested by funds: $1.32B → $1.12B (-$204M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
58
Reduced
68
Closed
25
Calls
$3.09M
Puts
$620K
Net Calls
+$2.47M
Net Calls Change
+$739K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$20.3M
2
WHG
Westwood Holdings Group
Texas
+$11.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$9.78M
4
FSCM
First Sabrepoint Capital Management
Texas
+$7.57M
5
Goldman Sachs
Goldman Sachs
New York
+$7.41M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$27.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.8M
3
State Street
State Street
Massachusetts
-$15M
4
DCM
Driehaus Capital Management
Illinois
-$11.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$193M -$1.52M -23,113 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M -$1.27M -19,323 -0.9%
LCG
3
Luxor Capital Group
New York
$99.2M -$301K -4,582 -0.3%
State Street
4
State Street
Massachusetts
$63.1M -$15M -227,978 -16%
WHG
5
Westwood Holdings Group
Texas
$55.3M +$11.3M +171,804 +20%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$50.9M +$20.3M +307,834 +49%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$48.7M -$26.8M -407,989 -31%
Ameriprise
8
Ameriprise
Minnesota
$42.3M -$27.6M -418,892 -35%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$41.3M +$248K +3,764 +0.5%
RA
10
Royce & Associates
New York
$23.6M +$1.02M +15,546 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.1M -$466K -7,088 -2%
BFC
12
Banc Funds Company
Illinois
$18M – – –
RIM
13
Ranger Investment Management
Texas
$14.1M +$588K +8,944 +4%
NI
14
NFC Investments
Tennessee
$12.8M -$8.22K -125 -0.1%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$12.5M -$908K -13,798 -6%
Northern Trust
16
Northern Trust
Illinois
$12.3M -$1.48M -22,428 -9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.2M -$854K -12,980 -6%
PCM
18
Peregrine Capital Management
Minnesota
$10.6M -$707K -10,741 -5%
Goldman Sachs
19
Goldman Sachs
New York
$9.3M +$7.41M +112,698 +193%
Charles Schwab
20
Charles Schwab
California
$9.2M +$64.7K +984 +0.6%
EA
21
Emerald Advisers
Pennsylvania
$8.99M -$2.96M -45,004 -21%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.59M -$7.24M -110,040 -41%
Marshall Wace
23
Marshall Wace
United Kingdom
$8.56M +$9.78M +148,608 +1,658%
Two Sigma Investments
24
Two Sigma Investments
New York
$7.81M +$3.65M +55,452 +63%
Morgan Stanley
25
Morgan Stanley
New York
$7.74M +$595K +9,043 +7%
1
2 3 4 5

TFIN Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2022, worth a combined $1.12B — down 15% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TFIN and 24 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 58 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.3M. The largest seller was Ameriprise, cutting an estimated $27.6M.

  • 176 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2022, down from 177 in Q2 2022.
  • Funds reported $1.12B of Triumph Financial Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 24 funds opened new Triumph Financial Inc positions in Q3 2022 and 25 closed out, a net change of -1 holder.
  • The largest Triumph Financial Inc buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $20.3M added.
  • The largest Triumph Financial Inc seller in Q3 2022 was Ameriprise, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2022.