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Trustmark
TRMK

205 hedge funds and large institutions have $1.2B invested in Trustmark in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.45% less ownership

Funds ownership: 67.19% → 66.74% (-0.45%)

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$59.4M)

2% less funds holding

Funds holding: 209 → 205 (-4)

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
56
Reduced
82
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$24.4M
2
Goldman Sachs
Goldman Sachs
New York
+$7.13M
3
Invesco
Invesco
Georgia
+$6.11M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$4.43M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$30.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.94M
4
State Street
State Street
Massachusetts
-$3.12M
5
Ameriprise
Ameriprise
Minnesota
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
226
Covestor
United Kingdom
– -$116 -4 -20%
DI
227
Disciplined Investments
Oklahoma
– +$29 +1 +7%
GRP
228
Global Retirement Partners
California
– +$260 +9 New
GWS
229
Glassman Wealth Services
Virginia
– +$318 +11 New
SFG
230
Steward Financial Group
Texas
– +$983 +34 New
6 7 8 9
10

TRMK Hedge Fund Activity: Q2 2022 in Review

205 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2022, worth a combined $1.2B — down 4.7% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TRMK positions and 26 closed out — a net gain of 2 holders — while 56 added to existing stakes and 82 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $24.4M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $30.7M sold.

  • 205 institutional investors held Trustmark (TRMK) as of Q2 2022, down from 209 in Q1 2022.
  • Funds reported $1.2B of Trustmark stock for Q2 2022, down 4.7% quarter-over-quarter.
  • 28 funds opened new Trustmark positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Trustmark buyer in Q2 2022 was EARNEST Partners, an estimated $24.4M added.
  • The largest Trustmark seller in Q2 2022 was Westwood Holdings Group, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2022.