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Trustmark

201 hedge funds and large institutions have $1.47B invested in Trustmark in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$78.3M)

2% more funds holding

Funds holding: 197201 (+4)

1.68% more ownership

Funds ownership: 63.09%64.77% (+1.7%)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
4.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
58
Closed
17
Calls
$407K
Puts
Net Calls
+$407K
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
126
Dynamic Technology Lab
Singapore
$348K +$360K +10,350 New
USAA
127
United Services Automobile Association
Texas
$344K
Creative Planning
128
Creative Planning
Kansas
$339K +$109K +3,124 +45%
AB
129
Amalgamated Bank
New York
$330K -$2.89K -83 -0.8%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$327K -$1.74K -50 -0.5%
ZCM
131
Zebra Capital Management
Connecticut
$327K +$338K +9,709 New
AAM
132
Augustine Asset Management
Florida
$321K
VIA
133
Vantage Investment Advisors
Pennsylvania
$315K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$315K +$6.96K +200 +2%
PA
135
Profund Advisors
Maryland
$305K -$22.1K -636 -7%
SSB
136
Sandy Spring Bank
Maryland
$291K
FCM
137
Flinton Capital Management
Pennsylvania
$288K +$41.8K +1,200 +16%
UCFA
138
United Capital Financial Advisors
Texas
$283K
SAM
139
Securian Asset Management
Minnesota
$279K -$5.01K -144 -2%
BA
140
Ballew Advisors
Mississippi
$271K -$109K -3,139 -25%
COI
141
Connable Office Inc
Michigan
$271K
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$267K -$48.7K -1,399 -15%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$256K -$191K -5,485 -42%
Citadel Advisors
144
Citadel Advisors
Florida
$256K -$53.4K -1,534 -17%
FMBTD
145
First Midwest Bank Trust Division
Illinois
$230K +$2.68K +77 +1%
LIM
146
Leavell Investment Management
Alabama
$216K
IIC
147
Integrated Investment Consultants
Michigan
$206K +$213K +6,117 New
CGH
148
Crossmark Global Holdings
Texas
$204K +$211K +6,068 New
SF
149
Synovus Financial
Georgia
$202K -$51.4K -1,475 -20%
TRCT
150
Tower Research Capital (TRC)
New York
$186K +$169K +4,858 +729%

TRMK Hedge Fund Activity: Q3 2018 in Review

201 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2018, worth a combined $1.47B — up 5.6% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TRMK positions and 17 closed out — a net gain of 6 holders — while 71 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.9M. The largest seller was Millennium Management, cutting an estimated $3.99M.

  • 201 institutional investors held Trustmark (TRMK) as of Q3 2018, up from 197 in Q2 2018.
  • Funds reported $1.47B of Trustmark stock for Q3 2018, up 5.6% quarter-over-quarter.
  • 23 funds opened new Trustmark positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Trustmark buyer in Q3 2018 was Fidelity Investments, an estimated $15.9M added.
  • The largest Trustmark seller in Q3 2018 was Millennium Management, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2018.