Trustmark
TRMK
212 hedge funds and large institutions have $1.49B invested in Trustmark in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 82 reducing their positions, and 22 closing their positions.
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
0% less capital invested
Capital invested by funds: $1.49B → $1.49B (-$3.86M)
0% less funds holding
Funds holding: 213 → 212 (-1)
0.81% less ownership
Funds ownership: 67.82% → 67.02% (-0.81%)
29% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 82
94% less call options, than puts
Call options by funds: $328K | Put options by funds: $5.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.31M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$4.25M |
| 3 |
BlackRock
New York
|
+$3.76M |
| 4 |
Morgan Stanley
New York
|
+$3.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.84M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.63M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$4.66M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.51M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
226
Advisors Asset Management
Monument,
Colorado
| – | -$54K | -1,591 | Closed |
|
227
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$28K | -833 | Closed |
|
|
MIFH
228
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$18K | -522 | Closed |
|
|
AF
229
Advisornet Financial
Minnetonka,
Minnesota
| – | -$17K | -500 | Closed |
|
|
OSAM
230
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$12K | -355 | Closed |
|
|
FL
231
Fort LP
Chevy Chase,
Maryland
| – | -$9K | -274 | Closed |
|
|
GT
232
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$8 | -243 | Closed |
|
|
QT
233
Quantbot Technologies
New York
| – | -$3K | -100 | Closed |
|
|
PFGIA
234
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$138 | +4 | New |
|
TRMK Hedge Fund Activity: Q4 2019 in Review
212 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2019, worth a combined $1.49B — down 0.26% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new TRMK positions and 22 closed out — a net gain of 5 holders — while 58 added to existing stakes and 82 trimmed.
The largest buyer was Invesco, adding an estimated $4.31M. The largest seller was Fidelity Investments, cutting an estimated $7.84M.
- 212 institutional investors held Trustmark (TRMK) as of Q4 2019, down from 213 in Q3 2019.
- Funds reported $1.49B of Trustmark stock for Q4 2019, down 0.26% quarter-over-quarter.
- 27 funds opened new Trustmark positions in Q4 2019 and 22 closed out, a net change of +5 holders.
- The largest Trustmark buyer in Q4 2019 was Invesco, an estimated $4.31M added.
- The largest Trustmark seller in Q4 2019 was Fidelity Investments, an estimated $7.84M sold.
Based on aggregated 13F filings for Q4 2019.