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Trinity Capital

60 hedge funds and large institutions have $108M invested in Trinity Capital in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $100M → $108M (+$7.89M)

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1.51% less ownership

Funds ownership: 26.19%24.68% (-1.5%)

56% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $3.5M

Holders
60
Holders Change
Holders Change %
0%
% 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
14
Increased
21
Reduced
18
Closed
14
Calls
$1.54M
Puts
$3.5M
Net Calls
-$1.96M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Greenwich Investment Management
Connecticut
$15.1M +$409K +31,199 +3%
Invesco
2
Invesco
Georgia
$12.4M -$91.1K -6,960 -0.7%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.8M +$297K +22,685 +3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$6.62M -$2.11M -161,015 -24%
VanEck Associates
5
VanEck Associates
New York
$6.44M +$6.62M +505,602 New
BTI
6
Blue Trust Inc
Georgia
$6.22M +$223K +17,066 +3%
EA
7
Emerald Advisers
Pennsylvania
$6.16M -$142K -10,812 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$5.86M -$745K -56,924 -11%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.39M -$351K -26,822 -6%
Stifel Financial
10
Stifel Financial
Missouri
$4.76M -$847K -64,693 -15%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.21M -$4.17M -318,605 -56%
FA
12
Faithward Advisors
Pennsylvania
$3.08M +$3.48M +265,584 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$2.95M -$634K -48,400 -17%
BlackRock
14
BlackRock
New York
$2.18M -$540K -41,251 -19%
Goldman Sachs
15
Goldman Sachs
New York
$1.73M +$1.63M +124,351 +1,077%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.52M +$466K +35,589 +42%
Ameriprise
17
Ameriprise
Minnesota
$1.52M +$1.19M +90,691 +315%
Millennium Management
18
Millennium Management
New York
$1.4M -$3.29M -251,028 -70%
UBS Group
19
UBS Group
Switzerland
$1.15M +$422K +32,228 +56%
Jane Street
20
Jane Street
New York
$1.04M +$1.07M +81,762 New
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$738K +$535K +40,832 +239%
CIM
22
Confluence Investment Management
Missouri
$720K -$744K -56,842 -50%
VFA
23
Valeo Financial Advisors
Indiana
$694K +$714K +54,497 New
TI
24
Trexquant Investment
Connecticut
$524K -$450K -34,340 -45%
Morgan Stanley
25
Morgan Stanley
New York
$498K +$205K +15,662 +67%

TRIN Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Trinity Capital (TRIN) for Q1 2023, worth a combined $108M — up 7.9% from $100M a quarter earlier.

Fund positioning in TRIN was balanced in Q1 2023: 14 funds opened new positions, 14 closed out, 21 added to existing stakes and 18 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $6.62M. The largest seller was Callodine Capital Management, exiting entirely with an estimated $4.84M sold.

  • 60 institutional investors held Trinity Capital (TRIN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $108M of Trinity Capital stock for Q1 2023, up 7.9% quarter-over-quarter.
  • 14 funds opened new Trinity Capital positions in Q1 2023 and 14 closed out, a net change of 0 holders.
  • The largest Trinity Capital buyer in Q1 2023 was VanEck Associates, an estimated $6.62M added.
  • The largest Trinity Capital seller in Q1 2023 was Callodine Capital Management, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2023.