We are live on ! Find out more
TFIN icon

Triumph Financial Inc

191 hedge funds and large institutions have $1.82B invested in Triumph Financial Inc in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $2.3M

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$233M)

9.57% more ownership

Funds ownership: 85.92%95.48% (+9.6%)

8% more funds holding

Funds holding: 177191 (+14)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
60
Reduced
58
Closed
19
Calls
$5.22M
Puts
$2.3M
Net Calls
+$2.92M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$264M -$6.69M -89,771 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$215M +$141M +1,896,348 +258%
Vanguard Group
3
Vanguard Group
Pennsylvania
$164M +$2.17M +29,103 +1%
State Street
4
State Street
Massachusetts
$98.7M +$6.78M +90,996 +8%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$93.4M +$5.94M +79,777 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$85.6M +$636K +8,541 +0.8%
LCG
7
Luxor Capital Group
New York
$80M -$19.6M -263,552 -21%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$72M +$670K +8,990 +1%
AC
9
AltraVue Capital
Washington
$71.2M -$305K -4,090 -0.5%
American Century Companies
10
American Century Companies
Missouri
$46.7M +$4.75M +63,760 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.7M +$1.19M +16,001 +3%
Ameriprise
12
Ameriprise
Minnesota
$36.4M -$153K -2,049 -0.5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$33.9M +$246K +3,306 +0.8%
Bank of America
14
Bank of America
North Carolina
$33.5M +$2.45M +32,816 +9%
RIM
15
Ranger Investment Management
Texas
$30.5M +$2.31M +31,060 +9%
BFC
16
Banc Funds Company
Illinois
$24M -$782K -10,500 -3%
BCM
17
Bares Capital Management
Texas
$20.9M
Wells Fargo
18
Wells Fargo
California
$20.3M +$12.9M +172,741 +229%
WCM
19
Woodson Capital Management
Connecticut
$18M +$1.49M +20,000 +10%
Northern Trust
20
Northern Trust
Illinois
$17.2M -$588K -7,886 -4%
Charles Schwab
21
Charles Schwab
California
$15.4M +$440K +5,909 +3%
FSCM
22
First Sabrepoint Capital Management
Texas
$13.4M -$119K -1,600 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.1M -$59.6K -800 -0.5%
PCM
24
Peregrine Capital Management
Minnesota
$12.9M +$154K +2,060 +1%
Morgan Stanley
25
Morgan Stanley
New York
$12.7M -$5.28M -70,805 -31%

TFIN Hedge Fund Activity: Q2 2024 in Review

191 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2024, worth a combined $1.82B — up 15% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFIN positions and 19 closed out — a net gain of 16 holders — while 60 added to existing stakes and 58 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $141M. The largest seller was Luxor Capital Group, cutting an estimated $19.6M.

  • 191 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2024, up from 177 in Q1 2024.
  • Funds reported $1.82B of Triumph Financial Inc stock for Q2 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Triumph Financial Inc positions in Q2 2024 and 19 closed out, a net change of +16 holders.
  • The largest Triumph Financial Inc buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $141M added.
  • The largest Triumph Financial Inc seller in Q2 2024 was Luxor Capital Group, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.