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Trustmark
TRMK

180 hedge funds and large institutions have $1.21B invested in Trustmark in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$163M)

2% more funds holding

Funds holding: 176 → 180 (+4)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
60
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$38.2M
2
BFA
BlackRock Fund Advisors
California
+$8.93M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.92M
4
Goldman Sachs
Goldman Sachs
New York
+$5.14M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$6.27M
2
PCM
Piermont Capital Management
Missouri
-$3.48M
3
EARNEST Partners
EARNEST Partners
Georgia
-$3.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.12M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$8.86M -$6.27M -233,657 -42%
NI
27
Numeric Investors
Massachusetts
$7.56M +$80.5K +3,000 +1%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.42M +$317K +11,834 +5%
First Trust Advisors
29
First Trust Advisors
Illinois
$7.35M -$474K -17,654 -6%
AG
30
Aperio Group
California
$6.89M -$97.9K -3,650 -1%
Bank of America
31
Bank of America
North Carolina
$6.19M +$1.16M +43,324 +24%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.06M -$102K -3,797 -2%
PPA
33
Parametric Portfolio Associates
Washington
$5.94M +$2.33M +86,769 +67%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$5.68M -$85.8K -3,198 -2%
AC
35
Alpenglow Capital
California
$5.16M +$2.15M +80,123 +75%
NFA
36
Nationwide Fund Advisors
Ohio
$4.92M +$39.6K +1,476 +0.8%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.63M +$34.7K +1,295 +0.8%
AIG
38
American International Group
New York
$4.62M -$2.28K -85 -0.1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$4.39M -$241K -9,000 -5%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$4.35M +$4.23M +157,744 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.93M +$34.9K +1,300 +0.9%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.88M +$112K +4,170 +3%
BG
43
BlackRock Group
United Kingdom
$3.7M +$181K +6,761 +5%
State of Tennessee, Department of Treasury
44
State of Tennessee, Department of Treasury
Tennessee
$3.58M – – –
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.12M -$1.34K -50 -0%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.08M -$110K -4,100 -4%
TA
47
Teachers Advisors
New York
$3.08M – – –
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$3.04M -$28.5K -1,061 -1%
TCM
49
Twin Capital Management
Pennsylvania
$2.94M +$928K +34,600 +48%
Morgan Stanley
50
Morgan Stanley
New York
$2.79M +$404K +15,052 +17%
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TRMK Hedge Fund Activity: Q3 2016 in Review

180 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2016, worth a combined $1.21B — up 16% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TRMK positions and 13 closed out — a net gain of 5 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.2M. The largest seller was Invesco, cutting an estimated $6.27M.

  • 180 institutional investors held Trustmark (TRMK) as of Q3 2016, up from 176 in Q2 2016.
  • Funds reported $1.21B of Trustmark stock for Q3 2016, up 16% quarter-over-quarter.
  • 18 funds opened new Trustmark positions in Q3 2016 and 13 closed out, a net change of +5 holders.
  • The largest Trustmark buyer in Q3 2016 was Wells Fargo, an estimated $38.2M added.
  • The largest Trustmark seller in Q3 2016 was Invesco, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2016.