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Trustmark

180 hedge funds and large institutions have $1.21B invested in Trustmark in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$163M)

2% more funds holding

Funds holding: 176180 (+4)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
60
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CONA
126
Capital One National Association
New York
$270K
AAM
127
Augustine Asset Management
Florida
$262K
FNBT
128
FineMark National Bank & Trust
Florida
$248K -$80.5K -3,000 -25%
Walleye Trading
129
Walleye Trading
New York
$247K +$241K +8,968 New
COI
130
Connable Office Inc
Michigan
$239K
AB
131
Amalgamated Bank
New York
$231K +$322 +12 +0.1%
SAM
132
Securian Asset Management
Minnesota
$226K
ZIM
133
Zacks Investment Management
Illinois
$225K +$219K +8,176 New
UCFA
134
United Capital Financial Advisors
Texas
$222K
Grantham, Mayo, Van Otterloo & Co (GMO)
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$208K +$202K +7,533 New
YMRC
136
Yorktown Management & Research Company
Virginia
$204K +$199K +7,400 New
CGH
137
Crossmark Global Holdings
Texas
$202K +$164K +6,098 New
QI
138
QS Investors
New York
$185K +$180K +6,711 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$160K -$3.12M -116,278 -95%
OC
140
Oakworth Capital
Alabama
$150K +$85.2K +3,177 +138%
Victory Capital Management
141
Victory Capital Management
Texas
$135K -$462K -17,229 -78%
LIA
142
LS Investment Advisors
Michigan
$120K +$8.99K +335 +8%
RCM
143
Riverhead Capital Management
Delaware
$118K -$15.7K -584 -12%
IIC
144
Integrated Investment Consultants
Michigan
$118K -$107 -4 -0.1%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$115K -$7.08K -264 -6%
Creative Planning
146
Creative Planning
Kansas
$95K +$92.4K +3,444 New
DADC
147
D.A. Davidson & Co
Montana
$75K
S
148
SignatureFD
Georgia
$71K +$5.58K +208 +9%
JFA
149
JNBA Financial Advisors
Minnesota
$71K +$69K +2,572 New
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$59K -$111K -4,140 -66%

TRMK Hedge Fund Activity: Q3 2016 in Review

180 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2016, worth a combined $1.21B — up 16% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TRMK positions and 13 closed out — a net gain of 5 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.2M. The largest seller was Invesco, cutting an estimated $6.27M.

  • 180 institutional investors held Trustmark (TRMK) as of Q3 2016, up from 176 in Q2 2016.
  • Funds reported $1.21B of Trustmark stock for Q3 2016, up 16% quarter-over-quarter.
  • 18 funds opened new Trustmark positions in Q3 2016 and 13 closed out, a net change of +5 holders.
  • The largest Trustmark buyer in Q3 2016 was Wells Fargo, an estimated $38.2M added.
  • The largest Trustmark seller in Q3 2016 was Invesco, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2016.