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Triumph Financial Inc

210 hedge funds and large institutions have $1.73B invested in Triumph Financial Inc in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $2.46M

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

10% more funds holding

Funds holding: 191210 (+19)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

2.53% less ownership

Funds ownership: 95.48%92.95% (-2.5%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$94.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
71
Reduced
66
Closed
8
Calls
$21.7M
Puts
$2.46M
Net Calls
+$19.3M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M +$4.54M +54,427 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$225M +$16.7M +200,246 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M -$94.3K -1,129 -0.1%
State Street
4
State Street
Massachusetts
$93.7M -$2.45M -29,286 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$92M +$1.13M +13,510 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79.2M -$4.3M -51,502 -5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.7M -$392K -4,694 -0.5%
AC
8
AltraVue Capital
Washington
$69.2M -$110K -1,320 -0.2%
LCG
9
Luxor Capital Group
New York
$55.9M -$23M -275,268 -28%
American Century Companies
10
American Century Companies
Missouri
$46.4M +$1.08M +12,899 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.2M +$719K +8,609 +2%
Bank of America
12
Bank of America
North Carolina
$33.1M +$463K +5,545 +1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$31.1M -$2.06M -24,716 -6%
RIM
14
Ranger Investment Management
Texas
$30.8M +$1.27M +15,216 +4%
Ameriprise
15
Ameriprise
Minnesota
$23.6M -$12.3M -147,699 -33%
BFC
16
Banc Funds Company
Illinois
$21M -$2.46M -29,500 -10%
Wells Fargo
17
Wells Fargo
California
$19.2M -$554K -6,637 -3%
Morgan Stanley
18
Morgan Stanley
New York
$17M +$4.91M +58,797 +38%
Northern Trust
19
Northern Trust
Illinois
$16.8M +$118K +1,412 +0.7%
WCM
20
Woodson Capital Management
Connecticut
$15.6M -$1.96M -23,519 -11%
Charles Schwab
21
Charles Schwab
California
$15.6M +$586K +7,021 +4%
PCM
22
Peregrine Capital Management
Minnesota
$12.6M +$29.3K +351 +0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.8M -$27K -323 -0.2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.2M -$1.66M -19,843 -12%
NI
25
NFC Investments
Tennessee
$11M +$2.92K +35 +0%

TFIN Hedge Fund Activity: Q3 2024 in Review

210 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2024, worth a combined $1.73B — down 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFIN positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $16.7M. The largest seller was Luxor Capital Group, cutting an estimated $23M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $1.73B of Triumph Financial Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 28 funds opened new Triumph Financial Inc positions in Q3 2024 and 8 closed out, a net change of +20 holders.
  • The largest Triumph Financial Inc buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $16.7M added.
  • The largest Triumph Financial Inc seller in Q3 2024 was Luxor Capital Group, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.