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Triumph Financial, Inc.

162 hedge funds and large institutions have $1.1B invested in Triumph Financial, Inc. in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
53
Reduced
62
Closed
26
Calls
$8.25M
Puts
$6.33M
Net Calls
+$1.93M
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$200M -$8.28M -142,564 -4%
LCG
2
Luxor Capital Group
New York
$115M +$5.69M +98,018 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$114M -$6.16M -106,160 -5%
State Street
4
State Street
Massachusetts
$70.7M -$1.09M -18,835 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$68.7M +$6.66M +114,779 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.6M +$3.38M +58,294 +7%
Ameriprise
7
Ameriprise
Minnesota
$45.2M +$11.2M +192,129 +33%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$43.2M -$10.3M -176,721 -19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.9M +$743K +12,801 +3%
RIM
10
Ranger Investment Management
Texas
$23M +$7.44M +128,120 +48%
Bank of America
11
Bank of America
North Carolina
$19.6M +$2.74M +47,116 +16%
BFC
12
Banc Funds Company
Illinois
$19.2M
Northern Trust
13
Northern Trust
Illinois
$13.4M +$113K +1,941 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.8M -$696K -11,989 -6%
American Century Companies
15
American Century Companies
Missouri
$11.3M +$1.66M +28,710 +17%
PCM
16
Peregrine Capital Management
Minnesota
$11.3M +$332K +5,718 +3%
FSCM
17
First Sabrepoint Capital Management
Texas
$10.3M +$391K +6,730 +4%
Charles Schwab
18
Charles Schwab
California
$10.1M +$124K +2,128 +1%
RA
19
Royce & Associates
New York
$8.66M -$9.05M -155,795 -51%
Morgan Stanley
20
Morgan Stanley
New York
$8.47M -$829K -14,276 -9%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.93M -$260K -4,485 -3%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$7.92M +$6.02M +103,614 +315%
EARNEST Partners
23
EARNEST Partners
Georgia
$7.86M -$41K -707 -0.5%
NI
24
NFC Investments
Tennessee
$7.82M -$5.89M -101,428 -43%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$6.39M +$2.18M +37,608 +52%