We are live on ! Find out more
TRMK icon

Trustmark
TRMK

209 hedge funds and large institutions have $880M invested in Trustmark in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $451K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

3% more funds holding

Funds holding: 202 → 209 (+7)

3% more capital invested

Capital invested by funds: $853M → $880M (+$27.2M)

0.24% more ownership

Funds ownership: 66.1% → 66.34% (+0.24%)

15% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 75

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
64
Reduced
75
Closed
16
Calls
$451K
Puts
$163K
Net Calls
+$288K
Net Calls Change
+$237K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$3.14M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.36M
4
Charles Schwab
Charles Schwab
California
+$2.33M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$5.04M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.75M
3
Invesco
Invesco
Georgia
-$3.81M
4
EARNEST Partners
EARNEST Partners
Georgia
-$2.61M
5
HF
HRT Financial
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$500K -$810K -34,850 -60%
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$489K -$30.2K -1,298 -5%
RMC
103
Resources Management Corp
Connecticut
$487K – – –
KAS
104
Kestra Advisory Services
Texas
$485K +$534 +23 +0.1%
WCM
105
Wedge Capital Management
North Carolina
$470K -$816K -35,135 -62%
Truist Financial
106
Truist Financial
North Carolina
$466K +$498K +21,435 New
Osaic Holdings
107
Osaic Holdings
Arizona
$463K +$31.5K +1,354 +7%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$453K +$91.4K +3,933 +23%
GCM
109
Graham Capital Management
Connecticut
$442K -$63.1K -2,718 -12%
CB
110
Cadence Bank
Mississippi
$440K -$2.32K -100 -0.5%
SFG
111
Sunburst Financial Group
Alabama
$440K -$697 -30 -0.1%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$432K – – –
HF
113
HRT Financial
New York
$414K -$2.03M -87,245 -82%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$406K -$381K -16,415 -47%
QT
115
Quantbot Technologies
New York
$404K +$124K +5,336 +40%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$394K -$20.9K -900 -5%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$378K +$2.09K +90 +0.5%
IIC
118
Integrated Investment Consultants
Michigan
$360K +$65.3K +2,809 +20%
ASRS
119
Arizona State Retirement System
Arizona
$359K +$5.3K +228 +1%
AWM
120
AE Wealth Management
Kansas
$337K +$360K +15,513 New
SF
121
Synovus Financial
Georgia
$329K – – –
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$321K – – –
MCM
123
Maple Capital Management
Vermont
$314K – – –
CIC
124
Crawford Investment Counsel
Georgia
$308K – – –
Federated Hermes
125
Federated Hermes
Pennsylvania
$307K +$329K +14,144 New
3 4
5
6 7

TRMK Hedge Fund Activity: Q3 2023 in Review

209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2023, worth a combined $880M — up 3.2% from $853M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TRMK positions and 16 closed out — a net gain of 8 holders — while 64 added to existing stakes and 75 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.14M. The largest seller was State Street, cutting an estimated $5.04M.

  • 209 institutional investors held Trustmark (TRMK) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $880M of Trustmark stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 24 funds opened new Trustmark positions in Q3 2023 and 16 closed out, a net change of +8 holders.
  • The largest Trustmark buyer in Q3 2023 was Victory Capital Management, an estimated $3.14M added.
  • The largest Trustmark seller in Q3 2023 was State Street, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2023.