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Triumph Financial, Inc.
TFIN

Overview Fund Activity

157 hedge funds and large institutions have $1.15B invested in Triumph Financial, Inc. in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
47
Reduced
68
Closed
16
Calls
$7.19M
Puts
$2.33M
Net Calls
+$4.87M
Net Calls Change
+$2.94M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$57.1M
2
KCM
Kennedy Capital Management
Missouri
+$6.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.44M
4
BCM
Bares Capital Management
Texas
+$4.81M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.15M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$22.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.8M
3
BlackRock
BlackRock
New York
-$10M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.39M
5
Ameriprise
Ameriprise
Minnesota
-$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$199M -$10M -165,180 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M -$1.51M -24,938 -1%
LCG
3
Luxor Capital Group
New York
$98.6M -$22.1M -363,220 -18%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$75M +$3.15M +51,939 +4%
State Street
5
State Street
Massachusetts
$71.7M -$2.25M -37,045 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.4M +$5.44M +89,666 +10%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.1M +$57.1M +940,950 New
Ameriprise
8
Ameriprise
Minnesota
$41.8M -$5.45M -89,787 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$34.3M -$10.8M -178,318 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.1M +$101K +1,665 +0.4%
RIM
11
Ranger Investment Management
Texas
$25M +$999K +16,451 +4%
BFC
12
Banc Funds Company
Illinois
$20.1M – – –
Bank of America
13
Bank of America
North Carolina
$19.3M -$1.19M -19,550 -6%
Northern Trust
14
Northern Trust
Illinois
$13.4M -$588K -9,685 -4%
American Century Companies
15
American Century Companies
Missouri
$12M +$131K +2,162 +1%
PCM
16
Peregrine Capital Management
Minnesota
$11.8M -$3.34K -55 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.6M -$684K -11,258 -6%
FSCM
18
First Sabrepoint Capital Management
Texas
$10.3M -$469K -7,730 -4%
Charles Schwab
19
Charles Schwab
California
$10.2M -$293K -4,833 -3%
KCM
20
Kennedy Capital Management
Missouri
$10.2M +$6.17M +101,576 +153%
Morgan Stanley
21
Morgan Stanley
New York
$8.64M -$224K -3,687 -3%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$8.51M +$221K +3,639 +3%
NI
23
NFC Investments
Tennessee
$8.43M +$260K +4,275 +3%
HCM
24
Hodges Capital Management
Texas
$8.41M +$1.61M +21,144 +24%
EARNEST Partners
25
EARNEST Partners
Georgia
$8.34M +$126K +2,068 +2%
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