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Trustmark

200 hedge funds and large institutions have $1.17B invested in Trustmark in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $791K | Put options by funds: $151K

33% more capital invested

Capital invested by funds: $880M → $1.17B (+$290M)

2.39% more ownership

Funds ownership: 66.34%68.73% (+2.4%)

4% less funds holding

Funds holding: 209200 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
52
Reduced
80
Closed
35
Calls
$791K
Puts
$151K
Net Calls
+$640K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$5.41M +$135K +5,816 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$4.83M +$531K +22,922 +15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.83M -$67.8K -2,924 -2%
EF
29
Empowered Funds
Pennsylvania
$4.7M +$1.14M +49,233 +41%
N
30
Nuveen
North Carolina
$4.68M -$6.72M -289,993 -63%
Legal & General Group
31
Legal & General Group
United Kingdom
$4.66M +$12.7K +546 +0.3%
Wells Fargo
32
Wells Fargo
California
$4.35M -$317K -13,677 -8%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$3.97M +$373K +16,100 +13%
IP
34
Ignite Planners
California
$3.96M +$2.98M +128,623 +924%
HDIM
35
Hanson & Doremus Investment Management
Vermont
$3.9M
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$3.83M -$80.4K -3,469 -2%
Barclays
37
Barclays
United Kingdom
$3.72M +$1.24M +53,322 +67%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.53M +$1.19M +51,249 +68%
First Trust Advisors
39
First Trust Advisors
Illinois
$3.46M -$106K -4,554 -4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$3.19M -$306K -13,200 -10%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$3.12M -$208K -8,975 -7%
Bank of America
42
Bank of America
North Carolina
$2.97M +$1.21M +52,343 +97%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$2.92M -$678K -29,232 -22%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$2.42M -$2.87M -124,005 -59%
AllianceBernstein
45
AllianceBernstein
Tennessee
$2.3M -$2.32K -100 -0.1%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$2.21M -$2.32K -100 -0.1%
Citigroup
47
Citigroup
New York
$2.16M +$810K +34,943 +82%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$2.14M -$412K -17,754 -19%
HWM
49
HB Wealth Management
Georgia
$2.11M -$491K -21,174 -22%
CS
50
Credit Suisse
Switzerland
$2.08M -$28.7K -1,236 -2%

TRMK Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2023, worth a combined $1.17B — up 33% from $880M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TRMK and 27 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Gillson Capital, exiting entirely with an estimated $7.69M sold.

  • 200 institutional investors held Trustmark (TRMK) as of Q4 2023, down from 209 in Q3 2023.
  • Funds reported $1.17B of Trustmark stock for Q4 2023, up 33% quarter-over-quarter.
  • 27 funds opened new Trustmark positions in Q4 2023 and 35 closed out, a net change of -8 holders.
  • The largest Trustmark buyer in Q4 2023 was Morgan Stanley, an estimated $16.1M added.
  • The largest Trustmark seller in Q4 2023 was Gillson Capital, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2023.