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Trustmark

187 hedge funds and large institutions have $1.31B invested in Trustmark in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $1.06B → $1.31B (+$252M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 186187 (+1)

0.25% more ownership

Funds ownership: 61.31%61.56% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
62
Closed
24
Calls
$2.02M
Puts
Net Calls
+$2.02M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$6.04M +$362K +11,581 +7%
UBS AM
27
UBS AM
Illinois
$5.52M +$3.06M +97,875 +148%
AllianceBernstein
28
AllianceBernstein
Tennessee
$5.43M +$29.4K +941 +0.6%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$5.4M -$870K -27,838 -15%
First Trust Advisors
30
First Trust Advisors
Illinois
$5.28M +$1.79M +57,412 +58%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$5.17M -$239K -7,637 -5%
Morgan Stanley
32
Morgan Stanley
New York
$5.17M -$3.11M -99,363 -39%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.07M -$316K -10,103 -6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$4.63M +$31.3K +1,000 +0.7%
BAM
35
Bayview Asset Management
Florida
$4.01M +$3.72M +119,157 New
Legal & General Group
36
Legal & General Group
United Kingdom
$3.82M +$235K +7,515 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.81M +$1.68M +53,653 +90%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$3.58M -$155K -4,951 -4%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.5M -$267K -8,546 -8%
Victory Capital Management
40
Victory Capital Management
Texas
$3.42M -$318K -10,181 -9%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$3.25M +$992K +31,734 +49%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.2M +$1.25K +40 +0%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$3.03M -$113K -3,613 -4%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$2.79M +$2.88K +92 +0.1%
PPA
45
Parametric Portfolio Associates
Washington
$2.78M -$956K -30,598 -27%
Barclays
46
Barclays
United Kingdom
$2.67M +$1.44M +46,000 +138%
RBA
47
Richard Bernstein Advisors
New York
$2.65M
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.44M -$357K -11,432 -14%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.28M +$5.72K +183 +0.3%
UBS Group
50
UBS Group
Switzerland
$2.27M +$137K +4,377 +7%

TRMK Hedge Fund Activity: Q1 2021 in Review

187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2021, worth a combined $1.31B — up 24% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRMK positions and 24 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $8.66M sold.

  • 187 institutional investors held Trustmark (TRMK) as of Q1 2021, up from 186 in Q4 2020.
  • Funds reported $1.31B of Trustmark stock for Q1 2021, up 24% quarter-over-quarter.
  • 26 funds opened new Trustmark positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Trustmark buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Trustmark seller in Q1 2021 was Jacobs Asset Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q1 2021.