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Trustmark
TRMK

149 hedge funds and large institutions have $967M invested in Trustmark in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

61% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 38

6% more funds holding

Funds holding: 141 → 149 (+8)

6% more capital invested

Capital invested by funds: $916M → $967M (+$51M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$23.8M
2
PIM
Perkins Investment Management
Illinois
+$15.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
4
State Street
State Street
Massachusetts
+$6.48M
5
BFA
BlackRock Fund Advisors
California
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$46M
2
LCP
Lombardia Capital Partners
California
-$8.28M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.61M
4
Millennium Management
Millennium Management
New York
-$2.79M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.54M +$160K +6,125 +2%
HW
27
Hancock Whitney
Mississippi
$5.63M +$5.75M +220,000 New
Charles Schwab
28
Charles Schwab
California
$5.02M +$243K +9,283 +5%
NFA
29
Nationwide Fund Advisors
Ohio
$4.79M +$128K +4,885 +3%
AIG
30
American International Group
New York
$4.72M -$28.7K -1,097 -0.6%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$4.53M +$9.65K +369 +0.2%
Deutsche Bank
32
Deutsche Bank
Germany
$4.52M +$1.91M +72,914 +70%
Retirement Systems of Alabama
33
Retirement Systems of Alabama
Alabama
$4.36M -$2.28M -87,318 -34%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.3M +$106K +4,058 +2%
AllianceBernstein
35
AllianceBernstein
Tennessee
$3.98M -$15.7K -602 -0.4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.77M +$701K +26,787 +22%
CA
37
Commerzbank Aktiengesellschaft
Germany
$3.38M +$3.46M +132,206 New
Citigroup
38
Citigroup
New York
$3.37M -$800K -30,600 -19%
MAA
39
Managed Account Advisors
New Jersey
$3.34M -$146K -5,583 -4%
RA
40
Rational Advisors
New York
$3.11M – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.09M +$97.4K +3,722 +3%
BG
42
BlackRock Group
United Kingdom
$2.98M +$832K +31,822 +38%
State of Tennessee, Department of Treasury
43
State of Tennessee, Department of Treasury
Tennessee
$2.82M +$2.88M +110,000 New
NTCOC
44
Northern Trust Company of Connecticut
Connecticut
$2.75M -$552K -21,118 -16%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$2.74M +$18K +687 +0.6%
KCM
46
Kennedy Capital Management
Missouri
$2.53M -$264K -10,103 -9%
TA
47
Teachers Advisors
New York
$2.49M +$105K +4,027 +4%
CS
48
Credit Suisse
Switzerland
$2.39M +$158K +6,058 +7%
BCM
49
Bridgeway Capital Management
Texas
$2.35M – – –
MCM
50
Maltese Capital Management
New York
$2.3M +$2.35M +90,000 New
1
2
3 4 5

TRMK Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2013, worth a combined $967M — up 5.6% from $916M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TRMK positions and 13 closed out — a net gain of 9 holders — while 61 added to existing stakes and 38 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $23.8M. The largest seller was Capital World Investors, exiting entirely with an estimated $46M sold.

  • 149 institutional investors held Trustmark (TRMK) as of Q3 2013, up from 141 in Q2 2013.
  • Funds reported $967M of Trustmark stock for Q3 2013, up 5.6% quarter-over-quarter.
  • 22 funds opened new Trustmark positions in Q3 2013 and 13 closed out, a net change of +9 holders.
  • The largest Trustmark buyer in Q3 2013 was Boston Trust Walden, an estimated $23.8M added.
  • The largest Trustmark seller in Q3 2013 was Capital World Investors, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2013.