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Triumph Financial, Inc.
TFIN

Overview Fund Activity

177 hedge funds and large institutions have $1.59B invested in Triumph Financial, Inc. in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
18
Increased
47
Reduced
77
Closed
12
Calls
$19M
Puts
$230K
Net Calls
+$18.8M
Net Calls Change
+$8.69M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$58.2M
2
American Century Companies
American Century Companies
Missouri
+$20.2M
3
AC
AltraVue Capital
Washington
+$8.86M
4
IMA
Investment Management Associates
Colorado
+$8.52M
5
SM
Senvest Management
New York
+$2.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
3
RA
Royce & Associates
New York
-$7.76M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$6.07M
5
RIM
Ranger Investment Management
Texas
-$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$264M -$2.92M -36,872 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$930K +11,722 +0.6%
LCG
3
Luxor Capital Group
New York
$98.5M +$2.15M +27,100 +2%
State Street
4
State Street
Massachusetts
$88.6M -$1.65M -20,847 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$84.3M +$955K +12,046 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.4M -$304K -3,834 -0.4%
AC
7
AltraVue Capital
Washington
$69.4M +$8.86M +111,646 +15%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.2M -$6.07M -76,523 -8%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$58.2M +$58.2M +734,259 New
American Century Companies
10
American Century Companies
Missouri
$40.2M +$20.2M +254,874 +101%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.1M +$1.05M +13,274 +3%
Ameriprise
12
Ameriprise
Minnesota
$35.4M +$217K +2,739 +0.6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$32.7M -$12.5M -157,085 -28%
Bank of America
14
Bank of America
North Carolina
$29.9M +$2.28M +28,700 +8%
RIM
15
Ranger Investment Management
Texas
$27.1M -$4.68M -58,940 -15%
BFC
16
Banc Funds Company
Illinois
$24.1M -$2.16M -27,175 -8%
BCM
17
Bares Capital Management
Texas
$20.3M – – –
Morgan Stanley
18
Morgan Stanley
New York
$17.9M -$26.6M -335,525 -60%
Northern Trust
19
Northern Trust
Illinois
$17.3M -$292K -3,681 -2%
WCM
20
Woodson Capital Management
Connecticut
$15.9M +$460K +5,800 +3%
Charles Schwab
21
Charles Schwab
California
$14.5M +$432K +5,446 +3%
FSCM
22
First Sabrepoint Capital Management
Texas
$13.1M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.8M -$703K -8,863 -5%
PCM
24
Peregrine Capital Management
Minnesota
$12.4M +$3.81K +48 +0%
DCM
25
Driehaus Capital Management
Illinois
$12.4M -$4.46M -56,229 -26%
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