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Trinity Capital

60 hedge funds and large institutions have $100M invested in Trinity Capital in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 27.09%26.19% (-0.91%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

6% less funds holding

Funds holding: 6460 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

16% less capital invested

Capital invested by funds: $120M → $100M (-$19.8M)

33% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.54M

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
22
Closed
13
Calls
$1.03M
Puts
$1.54M
Net Calls
-$504K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Greenwich Investment Management
Connecticut
$12.6M +$7.12M +612,021 +112%
Invesco
2
Invesco
Georgia
$10.8M +$11.1M +955,856 +3,306%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.17M +$915K +78,637 +12%
AllianceBernstein
4
AllianceBernstein
Tennessee
$7.44M +$126K +10,842 +2%
BTI
5
Blue Trust Inc
Georgia
$6.92M -$2.95M -253,764 -31%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$6.24M
ClearBridge Investments
7
ClearBridge Investments
New York
$5.65M -$4.84M -415,877 -45%
EA
8
Emerald Advisers
Pennsylvania
$5.41M -$1.57M -135,173 -21%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.92M -$1.07M -91,869 -17%
CCM
10
Callodine Capital Management
Massachusetts
$4.84M -$3.41M -293,141 -40%
Stifel Financial
11
Stifel Financial
Missouri
$4.79M -$727K -62,458 -12%
Millennium Management
12
Millennium Management
New York
$3.94M +$997K +85,641 +31%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$3.06M -$597K -51,300 -15%
BlackRock
14
BlackRock
New York
$2.33M +$67K +5,755 +3%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.33M +$1.41M +121,425 New
CIM
16
Confluence Investment Management
Missouri
$1.24M +$6.39K +549 +0.5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.01M -$373K -32,036 -26%
MCM
18
McKinley Capital Management
Alaska
$942K +$23.5K +2,021 +2%
Man Group
19
Man Group
United Kingdom
$845K +$155K +13,351 +21%
TI
20
Trexquant Investment
Connecticut
$825K +$712K +61,195 +428%
UBS Group
21
UBS Group
Switzerland
$631K +$291K +24,967 +76%
Two Sigma Investments
22
Two Sigma Investments
New York
$536K -$2.31M -198,245 -80%
AC
23
AWM Capital
Arizona
$461K +$16.7K +1,438 +4%
CA
24
Cetera Advisors
Colorado
$406K +$245K +21,070 +131%
FAM
25
Forte Asset Management
New York
$369K

TRIN Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Trinity Capital (TRIN) for Q4 2022, worth a combined $100M — down 16% from $120M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TRIN and 11 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Invesco, adding an estimated $11.1M. The largest seller was ClearBridge Investments, cutting an estimated $4.84M.

  • 60 institutional investors held Trinity Capital (TRIN) as of Q4 2022, down from 64 in Q3 2022.
  • Funds reported $100M of Trinity Capital stock for Q4 2022, down 16% quarter-over-quarter.
  • 11 funds opened new Trinity Capital positions in Q4 2022 and 13 closed out, a net change of -2 holders.
  • The largest Trinity Capital buyer in Q4 2022 was Invesco, an estimated $11.1M added.
  • The largest Trinity Capital seller in Q4 2022 was ClearBridge Investments, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2022.