We are live on ! Find out more
TRMK icon

Trustmark

211 hedge funds and large institutions have $1.19B invested in Trustmark in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $126K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

6% more funds holding

Funds holding: 200211 (+11)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21M)

0.69% more ownership

Funds ownership: 68.73%69.42% (+0.69%)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
63
Reduced
73
Closed
15
Calls
$1.02M
Puts
$126K
Net Calls
+$899K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.19M +$314K +11,625 +7%
EF
27
Empowered Funds
Pennsylvania
$5.12M +$371K +13,759 +8%
Goldman Sachs
28
Goldman Sachs
New York
$5.07M -$678K -25,147 -12%
Millennium Management
29
Millennium Management
New York
$4.76M +$3.9M +144,409 +580%
Legal & General Group
30
Legal & General Group
United Kingdom
$4.7M +$5.1K +189 +0.1%
N
31
Nuveen
North Carolina
$4.61M -$109K -4,039 -2%
Wells Fargo
32
Wells Fargo
California
$4.4M +$18.4K +682 +0.4%
IP
33
Ignite Planners
California
$3.86M -$64.1K -2,378 -2%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$3.83M -$28.9K -1,070 -0.8%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.52M -$41.8K -1,550 -1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.21M
First Trust Advisors
37
First Trust Advisors
Illinois
$3.19M -$285K -10,558 -9%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$2.96M -$5.07M -187,847 -64%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$2.86M -$1.1M -40,800 -29%
Barclays
40
Barclays
United Kingdom
$2.68M -$1.03M -38,008 -28%
Bank of America
41
Bank of America
North Carolina
$2.64M -$338K -12,534 -12%
KCM
42
Kennedy Capital Management
Missouri
$2.6M +$2.5M +92,629 New
Prudential Financial
43
Prudential Financial
New Jersey
$2.52M +$504K +18,700 +26%
Citigroup
44
Citigroup
New York
$2.48M +$287K +10,638 +14%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.45M -$2.32M -86,198 -50%
CS
46
Credit Suisse
Switzerland
$2.3M +$195K +7,219 +10%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.24M -$80.9K -3,000 -4%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.23M
HWM
49
HB Wealth Management
Georgia
$2.08M -$39.9K -1,479 -2%
UBS Group
50
UBS Group
Switzerland
$1.92M -$169K -6,266 -8%

TRMK Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2024, worth a combined $1.19B — up 1.8% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TRMK positions and 15 closed out — a net gain of 14 holders — while 63 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 211 institutional investors held Trustmark (TRMK) as of Q1 2024, up from 200 in Q4 2023.
  • Funds reported $1.19B of Trustmark stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 29 funds opened new Trustmark positions in Q1 2024 and 15 closed out, a net change of +14 holders.
  • The largest Trustmark buyer in Q1 2024 was Wellington Management Group, an estimated $11.9M added.
  • The largest Trustmark seller in Q1 2024 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.