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Trustmark

202 hedge funds and large institutions have $853M invested in Trustmark in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $87K | Put options by funds: $36K

1.08% less ownership

Funds ownership: 67.19%66.1% (-1.1%)

1% less funds holding

Funds holding: 205202 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

16% less capital invested

Capital invested by funds: $1.01B → $853M (-$159M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
59
Reduced
74
Closed
28
Calls
$87K
Puts
$36K
Net Calls
+$51K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$1.58M +$75.6K +3,351 +5%
UBS AM
52
UBS AM
Illinois
$1.49M
TFS
53
Thoroughbred Financial Services
Tennessee
$1.48M +$1.58M +69,975 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.46M -$98.7K -4,375 -6%
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M +$101K +4,466 +7%
Citadel Advisors
56
Citadel Advisors
Florida
$1.35M +$31.8K +1,410 +2%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$1.26M +$194K +8,596 +17%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.23M -$45.3K -2,010 -3%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$1.23M +$215K +9,548 +20%
UBS Group
60
UBS Group
Switzerland
$1.22M +$142K +6,281 +12%
WCM
61
Wedge Capital Management
North Carolina
$1.2M +$1.28M +56,774 New
Canada Life
62
Canada Life
Manitoba, Canada
$1.14M -$89.1K -3,948 -7%
TPSF
63
Texas Permanent School Fund
Texas
$1.14M -$21.2K -938 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.08M +$240K +10,649 +26%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$1.07M +$672K +29,810 +144%
OAM
66
Oppenheimer Asset Management
New York
$1.06M -$6.5K -288 -0.6%
Jane Street
67
Jane Street
New York
$1.02M +$724K +32,089 +196%
Bank of America
68
Bank of America
North Carolina
$929K -$407K -18,063 -29%
OQS
69
Occudo Quantitative Strategies
Florida
$914K +$976K +43,265 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$879K -$189K -8,400 -17%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$849K -$35.1K -1,557 -4%
RJA
72
Raymond James & Associates
Florida
$830K +$441K +19,560 +99%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$813K +$15.6K +692 +2%
PP
74
PDT Partners
New York
$743K -$171K -7,565 -18%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$742K -$25.5K -1,132 -3%

TRMK Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2023, worth a combined $853M — down 16% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRMK and 25 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Principal Financial Group, adding an estimated $5.68M. The largest seller was New York State Common Retirement Fund, cutting an estimated $16.4M.

  • 202 institutional investors held Trustmark (TRMK) as of Q2 2023, down from 205 in Q1 2023.
  • Funds reported $853M of Trustmark stock for Q2 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Trustmark positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Trustmark buyer in Q2 2023 was Principal Financial Group, an estimated $5.68M added.
  • The largest Trustmark seller in Q2 2023 was New York State Common Retirement Fund, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.