Triumph Financial Inc
TFIN
162 hedge funds and large institutions have $1.1B invested in Triumph Financial Inc in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 26 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
30% more call options, than puts
Call options by funds: $8.25M | Put options by funds: $6.33M
17% more capital invested
Capital invested by funds: $943M → $1.1B (+$157M)
3.02% more ownership
Funds ownership: 78.85% → 81.87% (+3%)
2% less funds holding
Funds holding: 166 → 162 (-4)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
16% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$7.35M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.58M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$5.94M |
| 5 |
LCG
Luxor Capital Group
New York
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$53.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.1M |
| 4 |
RA
Royce & Associates
New York
|
-$8.93M |
| 5 |
BlackRock
New York
|
-$8.17M |
TFIN Hedge Fund Activity: Q1 2023 in Review
162 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2023, worth a combined $1.1B — up 17% from $943M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of TFIN and 23 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 52 added.
The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $53.1M sold.
- 162 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2023, down from 166 in Q4 2022.
- Funds reported $1.1B of Triumph Financial Inc stock for Q1 2023, up 17% quarter-over-quarter.
- 23 funds opened new Triumph Financial Inc positions in Q1 2023 and 26 closed out, a net change of -3 holders.
- The largest Triumph Financial Inc buyer in Q1 2023 was Ameriprise, an estimated $11M added.
- The largest Triumph Financial Inc seller in Q1 2023 was Westwood Holdings Group, an estimated $53.1M sold.
Based on aggregated 13F filings for Q1 2023.