Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trinity Cap Inc (TRIN)

166 + 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
2Q ▲
Buyers last Q
63%

Smart Money Signals — TRIN

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
167 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 — +30% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+30% 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.
🟢

More buyers than sellers — 63% buying

106 buying62 selling
Last quarter: 106 funds were net buyers (32 opened a brand new position + 74 added to an existing one). Only 62 were sellers (33 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 25 → 44 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 33% long-term, 34% new

■ 33% conviction (2yr+) ■ 33% medium ■ 34% new
Of the 167 current holders: 55 (33%) held >2 years, 55 held 1–2 years, and 57 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.
💎

Buying through price weakness — shares +8%, value -15%

Value
-14%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

33 → 27 → 25 → 44 → 32 new funds/Q
New funds entering each quarter: 27 → 25 → 44 → 32. A growing number of institutions are discovering TRIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 42% new entrants

■ 38% veterans ■ 20% 1-2yr ■ 42% new
Of 172 current holders: 66 (38%) held 2+ years, 34 held 1–2 years, 72 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
23 of 165 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 Q1, 106 hedge funds were net buyers of TRIN (32 opened a new position, 74 added to an existing one), while 62 reduced or exited (33 trimmed, 29 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% 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: 167.

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

-- --

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

Is It Too Late to Buy Trinity Cap Inc (TRIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TRIN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
TRIN
nan%
XLF
+8.5%

TRIN outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
TRIN
nan%
XLF
+4.8%

Since the filing became public, TRIN outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: TRIN
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 164 1.22%
13F Shares 23M 21M 7.65%
Total Value $306M $359M -14.61%
New Positions 32 44 -12
Increased Positions 74 57 +17
Closed Positions 30 14 +16
Reduced Positions 30 39 -9
Total Calls 3 2 50.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.5 Bearish

Statistics: TRIN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

166 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Point Credit Management LLC 13.99% 727,439 $10.7M
2 Melia Wealth LLC 9.24% 1,297,372 $19.1M
3 Panoramic Investment Advisors, LLC 9.24% 1,297,480 $19.1M
4 Sovereign's Capital Management, LLC 1.50% 138,896 $2.0M
5 Sound Income Strategies, LLC 0.83% 1,160,453 $17.2M
6 Closed-End Fund Advisors, Inc. 0.77% 51,166 $753K
7 QVT Financial LP 0.54% 503,500 $7.4M
8 Ares Management LLC 0.53% 545,723 $8.0M
9 Emerald Mutual Fund Advisers Trust 0.39% 549,260 $8.1M
10 Emerald Advisers, LLC 0.36% 766,190 $11.3M
11 Legacy Capital Wealth Partners, LLC 0.32% 105,499 $1.6M
12 Canton Hathaway, LLC 0.29% 98,715 $1.5M
13 Awm Capital, LLC 0.27% 201,633 $3.0M
14 EntryPoint Capital, LLC 0.23% 54,410 $800K
15 R Squared Ltd 0.22% 27,361 $402K
16 Hennion & Walsh Asset Management, Inc. 0.17% 338,878 $5.0M
17 Birchview Capital, LP 0.17% 20,000 $294K
18 Uniting Wealth Partners, LLC 0.16% 52,000 $765K
19 Naviter Wealth, LLC 0.16% 86,490 $1.3M
20 Pvg Asset Management Corp 0.15% 15,090 $255K
21 Values First Advisors, Inc. 0.14% 18,441 $271K
22 Denali Advisors LLC 0.14% 84,441 $1.2M
23 Catalina Capital Group, LLC 0.13% 15,153 $223K
24 Comprehensive Money Management Services LLC 0.13% 13,534 $199K
25 Kennedy Capital Management LLC 0.10% 330,599 $4.9M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 63% buying: Last quarter: 106 funds were net buyers (32 opened a brand new position + 74 added to an existing one). Only 62 were sellers (33 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TRIN holders?

Strong quality — 28% AUM from major funds: 23 of 165 holders rank in the top 100 by AUM, accounting for 28% 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 — 33% long-term, 34% new: Of the 167 current holders: 55 (33%) held >2 years, 55 held 1–2 years, and 57 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.

Is it too late to buy Trinity Cap Inc (TRIN) following the 2026 Q1 hedge fund 13F filings?

As of today, TRIN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TRIN has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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