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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
UBS Group
51
UBS Group
Switzerland
$2.08M +$1.2M +51,559 +224%
Prudential Financial
52
Prudential Financial
New Jersey
$1.98M -$31.6K -1,361 -2%
Rafferty Asset Management
53
Rafferty Asset Management
New York
$1.9M +$699K +30,134 +79%
LPL Financial
54
LPL Financial
California
$1.78M +$587K +25,302 +65%
UBS AM
55
UBS AM
Illinois
$1.78M
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.72M -$70.3K -3,032 -5%
EPCA
57
Elizabeth Park Capital Advisors
Ohio
$1.59M +$1.32M +57,092 New
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$1.51M -$772K -33,304 -38%
OAM
59
Oppenheimer Asset Management
New York
$1.5M -$96K -4,141 -7%
TPSF
60
Texas Permanent School Fund
Texas
$1.47M +$20.6K +890 +2%
Canada Life
61
Canada Life
Manitoba, Canada
$1.43M -$12.8K -552 -1%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$1.26M -$126K -5,449 -11%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.23M +$37.6K +1,621 +4%
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.2M -$70.5K -3,039 -7%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.18M +$545K +23,505 +126%
Jane Street
66
Jane Street
New York
$1.17M +$237K +10,212 +32%
ECM
67
ExodusPoint Capital Management
New York
$1.13M -$223K -9,638 -19%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.11M -$536K -23,103 -37%
Citadel Advisors
69
Citadel Advisors
Florida
$1.06M +$257K +11,083 +41%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$1.05M -$10.5K -452 -1%
Two Sigma Investments
71
Two Sigma Investments
New York
$1.01M -$1.45M -62,759 -63%
VIM
72
VELA Investment Management
Ohio
$977K +$64.7K +2,789 +9%
IMRF
73
Illinois Municipal Retirement Fund
Illinois
$926K -$52.8K -2,276 -6%
AIG
74
American International Group
New York
$924K -$6.45K -278 -0.8%
BA
75
Ballew Advisors
Mississippi
$918K +$5.03K +217 +0.6%

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.