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Triumph Financial, Inc.
TFIN

Overview Fund Activity

160 hedge funds and large institutions have $1.31B invested in Triumph Financial, Inc. in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
15
Increased
50
Reduced
62
Closed
11
Calls
$25.6M
Puts
$2.4M
Net Calls
+$23.2M
Net Calls Change
+$18.3M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$64.3M
2
AC
AltraVue Capital
Washington
+$41.8M
3
WCM
Woodson Capital Management
Connecticut
+$16.2M
4
BCM
Bares Capital Management
Texas
+$9.86M
5
Morgan Stanley
Morgan Stanley
New York
+$4.55M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$12M
2
LCG
Luxor Capital Group
New York
-$11.7M
3
State Street
State Street
Massachusetts
-$9.79M
4
Norges Bank
Norges Bank
Norway
-$3.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$211M -$2.24M -34,600 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M -$451K -6,955 -0.4%
LCG
3
Luxor Capital Group
New York
$93.5M -$11.7M -180,091 -11%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$81.8M +$1.73M +26,693 +2%
State Street
5
State Street
Massachusetts
$66.8M -$9.79M -151,062 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$66.6M +$3.17M +48,914 +5%
WHG
7
Westwood Holdings Group
Texas
$64.3M +$64.3M +991,710 New
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.2M +$1.28M +19,791 +2%
Ameriprise
9
Ameriprise
Minnesota
$45.6M +$953K +14,703 +2%
AC
10
AltraVue Capital
Washington
$41.8M +$41.8M +645,720 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$35.7M -$900K -13,890 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.8M +$881K +13,592 +3%
RIM
13
Ranger Investment Management
Texas
$25.6M -$1.04M -16,039 -4%
BFC
14
Banc Funds Company
Illinois
$21.5M – – –
Bank of America
15
Bank of America
North Carolina
$21.3M +$706K +10,902 +3%
WCM
16
Woodson Capital Management
Connecticut
$16.2M +$16.2M +250,000 New
BCM
17
Bares Capital Management
Texas
$15M +$9.86M +152,222 +192%
Northern Trust
18
Northern Trust
Illinois
$14.2M -$163K -2,523 -1%
Morgan Stanley
19
Morgan Stanley
New York
$13.8M +$4.55M +70,249 +49%
KCM
20
Kennedy Capital Management
Missouri
$12M +$1.09M +16,753 +10%
PCM
21
Peregrine Capital Management
Minnesota
$11.9M -$742K -11,458 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.7M -$763K -11,775 -6%
FSCM
23
First Sabrepoint Capital Management
Texas
$11.6M +$557K +8,600 +5%
Charles Schwab
24
Charles Schwab
California
$11.3M +$424K +6,539 +4%
DCM
25
Driehaus Capital Management
Illinois
$10.4M +$4.08M +62,917 +65%
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