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Trustmark
TRMK

149 hedge funds and large institutions have $967M invested in Trustmark in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

61% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 38

6% more funds holding

Funds holding: 141 → 149 (+8)

6% more capital invested

Capital invested by funds: $916M → $967M (+$51M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$23.8M
2
PIM
Perkins Investment Management
Illinois
+$15.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
4
State Street
State Street
Massachusetts
+$6.48M
5
BFA
BlackRock Fund Advisors
California
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$46M
2
LCP
Lombardia Capital Partners
California
-$8.28M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.61M
4
Millennium Management
Millennium Management
New York
-$2.79M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
76
Nuveen
North Carolina
$800K +$45.1K +1,723 +6%
DT
77
Diversified Trust
Tennessee
$774K – – –
UBS AM
78
UBS AM
Illinois
$745K – – –
MAM
79
Martingale Asset Management
Massachusetts
$705K +$719K +27,503 New
MSA
80
Mason Street Advisors
Wisconsin
$684K +$10.2K +390 +1%
CIC
81
Crawford Investment Counsel
Georgia
$669K – – –
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$662K – – –
Nomura Holdings
83
Nomura Holdings
Japan
$641K +$101K +3,864 +18%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$636K – – –
GMIM
85
General Motors Investment Management
New York
$583K +$124K +4,758 +26%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$540K – – –
LMGAM
87
Liberty Mutual Group Asset Management
Massachusetts
$535K -$177K -6,771 -24%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$522K -$7.85K -300 -1%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$522K – – –
RFC
90
Russell Frank Company
Washington
$504K +$505K +19,298 +4,742%
Jane Street
91
Jane Street
New York
$491K +$206K +7,872 +70%
Legal & General Group
92
Legal & General Group
United Kingdom
$482K +$249K +9,523 +102%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$462K -$145K -5,527 -23%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$458K -$1.13M -43,111 -71%
AIP
95
Ameritas Investment Partners
Nebraska
$422K +$431K +16,479 New
AQR Capital Management
96
AQR Capital Management
Connecticut
$419K – – –
Bank of America
97
Bank of America
North Carolina
$417K -$196K -7,508 -32%
SSB
98
Sandy Spring Bank
Maryland
$413K -$6.91K -264 -2%
AW
99
Alpha Windward
Massachusetts
$412K +$18.8K +720 +5%
MC
100
Menta Capital
California
$407K +$416K +15,900 New
2 3
4
5 6

TRMK Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2013, worth a combined $967M — up 5.6% from $916M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TRMK positions and 13 closed out — a net gain of 9 holders — while 61 added to existing stakes and 38 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $23.8M. The largest seller was Capital World Investors, exiting entirely with an estimated $46M sold.

  • 149 institutional investors held Trustmark (TRMK) as of Q3 2013, up from 141 in Q2 2013.
  • Funds reported $967M of Trustmark stock for Q3 2013, up 5.6% quarter-over-quarter.
  • 22 funds opened new Trustmark positions in Q3 2013 and 13 closed out, a net change of +9 holders.
  • The largest Trustmark buyer in Q3 2013 was Boston Trust Walden, an estimated $23.8M added.
  • The largest Trustmark seller in Q3 2013 was Capital World Investors, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2013.