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Triumph Financial Inc

213 hedge funds and large institutions have $1.96B invested in Triumph Financial Inc in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $6.86M | Put options by funds: $1.09M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $1.73B → $1.96B (+$236M)

1% more funds holding

Funds holding: 210213 (+3)

0.58% less ownership

Funds ownership: 92.95%92.37% (-0.58%)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
69
Reduced
74
Closed
20
Calls
$6.86M
Puts
$1.09M
Net Calls
+$5.77M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$4.97M +53,420 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$242M -$15.7M -169,305 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$184M +$2.31M +24,868 +1%
State Street
4
State Street
Massachusetts
$114M +$7.38M +79,349 +7%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$107M +$1.79M +19,286 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86M -$4.62M -49,654 -5%
AC
7
AltraVue Capital
Washington
$79.1M
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.6M -$3.18M -34,162 -4%
American Century Companies
9
American Century Companies
Missouri
$71.1M +$18.5M +198,611 +34%
LCG
10
Luxor Capital Group
New York
$68.6M +$4.86M +52,217 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$46.9M -$153K -1,643 -0.3%
RIM
12
Ranger Investment Management
Texas
$34.6M -$700K -7,530 -2%
Bank of America
13
Bank of America
North Carolina
$31.9M -$6.07M -65,208 -16%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$29.6M -$5.99M -64,378 -16%
Ameriprise
15
Ameriprise
Minnesota
$22.8M -$4.26M -45,790 -15%
Wells Fargo
16
Wells Fargo
California
$21.6M -$351K -3,777 -2%
Northern Trust
17
Northern Trust
Illinois
$20.7M +$1.49M +16,061 +8%
Morgan Stanley
18
Morgan Stanley
New York
$20.5M +$1.09M +11,730 +5%
BFC
19
Banc Funds Company
Illinois
$20.3M -$3.85M -41,349 -16%
Charles Schwab
20
Charles Schwab
California
$18.1M +$329K +3,539 +2%
HCM
21
Hodges Capital Management
Texas
$13.5M +$4.1M +44,100 +42%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.3M -$219K -2,355 -2%
PCM
23
Peregrine Capital Management
Minnesota
$13.2M -$1.23M -13,215 -8%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$13M +$2.85M +30,640 +27%
WCM
25
Woodson Capital Management
Connecticut
$12.7M -$5.25M -56,481 -29%

TFIN Hedge Fund Activity: Q4 2024 in Review

213 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2024, worth a combined $1.96B — up 14% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFIN positions and 20 closed out — a net gain of 3 holders — while 69 added to existing stakes and 74 trimmed.

The largest buyer was American Century Companies, adding an estimated $18.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $15.7M.

  • 213 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2024, up from 210 in Q3 2024.
  • Funds reported $1.96B of Triumph Financial Inc stock for Q4 2024, up 14% quarter-over-quarter.
  • 23 funds opened new Triumph Financial Inc positions in Q4 2024 and 20 closed out, a net change of +3 holders.
  • The largest Triumph Financial Inc buyer in Q4 2024 was American Century Companies, an estimated $18.5M added.
  • The largest Triumph Financial Inc seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2024.