Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trinity Cap Inc (TRIN)

170 + Investors. Track Smart Money conviction in TRIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — TRIN

Based on 171 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TRIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
171 hedge funds hold TRIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

95 buying68 selling
Last quarter: 95 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 44 → 33 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 35% medium ■ 31% new
Of the 171 current holders: 58 (34%) held >2 years, 60 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +46% but shares only +9% — price-driven

Value
+45%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~28 new funds/quarter

28 → 25 → 44 → 33 → 28 new funds/Q
New funds entering each quarter: 25 → 44 → 33 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 37% newcomers

■ 43% veterans ■ 20% 1-2yr ■ 37% new
Entry-cohort mix of 175 holders: 76 (43%) are 2+ year veterans, 35 entered 1–2 years ago, and 64 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
25 of 170 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TRIN

In 2026 Q2, 95 hedge funds were net buyers of TRIN (28 opened a new position, 67 added to an existing one), while 68 reduced or exited (43 trimmed, 25 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in TRIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 171.

Hedge Fund Ownership: TRIN

How many hedge funds hold TRIN — quarterly history vs. share price
Quarterly hedge fund ownership of TRIN vs. share price

Market Analysis: TRIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRIN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: TRIN
170 + Investors

Track Smart Money conviction in TRIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 170 168 1.19%
13F Shares 25M 23M 8.68%
Total Value $447M $307M 45.5%
New Positions 28 33 -5
Increased Positions 66 74 -8
Closed Positions 25 30 -5
Reduced Positions 42 30 +12
Total Calls 3 3 -
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 1.33 Bullish

Statistics: TRIN

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Financial Highlights

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Institutional Holders (2026 Q2)

170 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TRIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Point Credit Management LLC 19.66% 727,439 $13.0M
2 Melia Wealth LLC 13.95% 1,353,898 $24.2M
3 Smh Capital Advisors Inc 11.94% 170,293 $3.0M
4 Sovereign's Capital Management, LLC 1.66% 138,896 $2.5M
5 Sound Income Strategies, LLC 1.02% 1,269,744 $22.7M
6 Closed-End Fund Advisors, Inc. 0.83% 47,259 $845K
7 Faithward Advisors, LLC 0.47% 214,540 $3.8M
8 GEN Financial Management, INC. 0.46% 42,645 $763K
9 Ares Management LLC 0.43% 545,723 $9.8M
10 Legacy Capital Wealth Partners, LLC 0.37% 107,991 $1.9M
11 Emerald Mutual Fund Advisers Trust 0.35% 549,260 $9.8M
12 Emerald Advisers, LLC 0.31% 744,877 $13.3M
13 Naviter Wealth, LLC 0.26% 161,870 $2.9M
14 Comprehensive Money Management Services LLC 0.20% 17,673 $316K
15 Uniting Wealth Partners, LLC 0.19% 52,000 $930K
16 Hennion & Walsh Asset Management, Inc. 0.18% 346,192 $6.2M
17 Birchview Capital, LP 0.17% 20,000 $358K
18 Pvg Asset Management Corp 0.16% 15,275 $273K
19 Canton Hathaway, LLC 0.15% 43,955 $786K
20 Denali Advisors LLC 0.14% 77,075 $1.4M
21 Awm Capital, LLC 0.12% 85,694 $1.5M
22 Eight 31 Financial, LLC 0.11% 10,558 $189K
23 R Squared Ltd 0.11% 11,707 $209K
24 Kennedy Capital Management LLC 0.10% 325,167 $5.8M
25 Advisors Asset Management, Inc. 0.10% 357,228 $6.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Trinity Cap Inc (TRIN)

What does the Smart Money Trend signal show for TRIN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TRIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRIN?

Slight buying edge — 58% buying: Last quarter: 95 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TRIN holders?

Strong quality — 33% AUM from major funds: 25 of 170 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TRIN?

Mixed — 34% long-term, 31% new: Of the 171 current holders: 58 (34%) held >2 years, 60 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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