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Triumph Financial, Inc.
TFIN

Overview Fund Activity

191 hedge funds and large institutions have $1.82B invested in Triumph Financial, Inc. in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
34
Increased
61
Reduced
58
Closed
18
Calls
$5.22M
Puts
$2.3M
Net Calls
+$2.92M
Net Calls Change
-$15.8M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$155M
2
Wells Fargo
Wells Fargo
California
+$14.1M
3
CM
Cercano Management
Washington
+$11M
4
State Street
State Street
Massachusetts
+$7.44M
5
TC
TownSquare Capital
Utah
+$6.89M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$21.5M
2
BlackRock
BlackRock
New York
-$7.34M
3
DCM
Driehaus Capital Management
Illinois
-$6.38M
4
Morgan Stanley
Morgan Stanley
New York
-$5.79M
5
BFM
Boothbay Fund Management
New York
-$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$264M -$7.34M -89,771 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$215M +$155M +1,896,348 +258%
Vanguard Group
3
Vanguard Group
Pennsylvania
$164M +$2.38M +29,103 +1%
State Street
4
State Street
Massachusetts
$98.7M +$7.44M +90,996 +8%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$93.4M +$6.52M +79,777 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$85.6M +$698K +8,541 +0.8%
LCG
7
Luxor Capital Group
New York
$80M -$21.5M -263,552 -21%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$72M +$735K +8,990 +1%
AC
9
AltraVue Capital
Washington
$71.2M -$334K -4,090 -0.5%
American Century Companies
10
American Century Companies
Missouri
$46.7M +$5.21M +63,760 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.7M +$1.31M +16,001 +3%
Ameriprise
12
Ameriprise
Minnesota
$36.4M -$168K -2,049 -0.5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$33.9M +$270K +3,306 +0.8%
Bank of America
14
Bank of America
North Carolina
$33.5M +$2.68M +32,816 +9%
RIM
15
Ranger Investment Management
Texas
$30.5M +$2.54M +31,060 +9%
BFC
16
Banc Funds Company
Illinois
$24M -$858K -10,500 -3%
BCM
17
Bares Capital Management
Texas
$20.9M – – –
Wells Fargo
18
Wells Fargo
California
$20.3M +$14.1M +172,741 +229%
WCM
19
Woodson Capital Management
Connecticut
$18M +$1.64M +20,000 +10%
Northern Trust
20
Northern Trust
Illinois
$17.2M -$645K -7,886 -4%
Charles Schwab
21
Charles Schwab
California
$15.4M +$483K +5,909 +3%
FSCM
22
First Sabrepoint Capital Management
Texas
$13.4M -$131K -1,600 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.1M -$65.4K -800 -0.5%
PCM
24
Peregrine Capital Management
Minnesota
$12.9M +$168K +2,060 +1%
Morgan Stanley
25
Morgan Stanley
New York
$12.7M -$5.79M -70,805 -31%
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