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Triumph Financial, Inc.
TFIN

Overview Fund Activity

172 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
24
Increased
55
Reduced
59
Closed
12
Calls
$10.3M
Puts
$200K
Net Calls
+$10.1M
Net Calls Change
-$13.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$9.46M
4
BlackRock
BlackRock
New York
+$8.81M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.3M
2
Ameriprise
Ameriprise
Minnesota
-$20.8M
3
LCG
Luxor Capital Group
New York
-$18.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.9M
5
IMA
Investment Management Associates
Colorado
-$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$269M +$8.81M +109,898 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$2.39M +29,858 +2%
LCG
3
Luxor Capital Group
New York
$97.4M -$18.3M -228,368 -16%
State Street
4
State Street
Massachusetts
$91.2M +$8.6M +107,216 +10%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$84.3M -$16.9M -211,186 -17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.6M +$1.18M +14,714 +1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.1M -$953K -11,885 -1%
AC
8
AltraVue Capital
Washington
$61.2M +$9.46M +118,020 +18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$45.6M +$1.39M +17,380 +3%
Morgan Stanley
10
Morgan Stanley
New York
$45M +$28M +348,848 +164%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38.5M +$1.58M +19,730 +4%
Ameriprise
12
Ameriprise
Minnesota
$35.6M -$20.8M -258,897 -37%
RIM
13
Ranger Investment Management
Texas
$32.1M +$374K +4,660 +1%
Bank of America
14
Bank of America
North Carolina
$28M +$1.63M +20,289 +6%
BFC
15
Banc Funds Company
Illinois
$26.6M – – –
BCM
16
Bares Capital Management
Texas
$20.5M +$1.99M +24,847 +11%
American Century Companies
17
American Century Companies
Missouri
$20.2M +$20.2M +252,054 New
Northern Trust
18
Northern Trust
Illinois
$17.8M +$268K +3,345 +2%
DCM
19
Driehaus Capital Management
Illinois
$17M +$4.17M +52,040 +32%
WCM
20
Woodson Capital Management
Connecticut
$15.6M -$4.47M -55,800 -22%
Charles Schwab
21
Charles Schwab
California
$14.2M +$188K +2,347 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.7M -$776K -9,683 -5%
KCM
23
Kennedy Capital Management
Missouri
$13.5M -$1.3M -16,262 -9%
FSCM
24
First Sabrepoint Capital Management
Texas
$13.2M -$1.09M -13,600 -8%
PCM
25
Peregrine Capital Management
Minnesota
$12.5M -$2.15M -26,840 -15%
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