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Trustmark

187 hedge funds and large institutions have $1.31B invested in Trustmark in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $1.06B → $1.31B (+$252M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 186187 (+1)

0.25% more ownership

Funds ownership: 61.31%61.56% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
62
Closed
24
Calls
$2.02M
Puts
Net Calls
+$2.02M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$289K +$19.7K +629 +8%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$283K +$188 +6 +0.1%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$281K
IIC
129
Integrated Investment Consultants
Michigan
$247K +$229K +7,324 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$243K +$225K +7,206 New
HB
131
Homrich & Berg
Georgia
$236K +$219K +7,014 New
X
132
Xponance
Pennsylvania
$235K -$46.7K -1,494 -18%
B
133
Bailard
California
$232K +$216K +6,900 New
HighTower Advisors
134
HighTower Advisors
Illinois
$231K +$214K +6,838 New
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$231K +$214K +6,860 New
CWM
136
CIBC World Markets
New York
$229K +$213K +6,808 New
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$228K -$8.88K -284 -4%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$228K +$211K +6,759 New
LIM
139
Leavell Investment Management
Alabama
$216K +$201K +6,418 New
BCM
140
BHZ Capital Management
California
$213K +$197K +6,316 New
SEI Investments
141
SEI Investments
Pennsylvania
$213K +$232K +7,433 New
SSB
142
Sandy Spring Bank
Maryland
$211K -$2.72K -87 -1%
GG
143
Gofen & Glossberg
Illinois
$202K +$188K +6,000 New
XWM
144
Xcel Wealth Management
Florida
$202K +$188K +6,000 New
SAM
145
Securian Asset Management
Minnesota
$199K -$3.13K -100 -2%
TRCT
146
Tower Research Capital (TRC)
New York
$184K +$6.09K +195 +4%
IRC
147
Investors Research Corp
Georgia
$162K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$116K
S
149
SignatureFD
Georgia
$95K -$10.6K -338 -11%
OC
150
Oakworth Capital
Alabama
$92K

TRMK Hedge Fund Activity: Q1 2021 in Review

187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2021, worth a combined $1.31B — up 24% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRMK positions and 24 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $8.66M sold.

  • 187 institutional investors held Trustmark (TRMK) as of Q1 2021, up from 186 in Q4 2020.
  • Funds reported $1.31B of Trustmark stock for Q1 2021, up 24% quarter-over-quarter.
  • 26 funds opened new Trustmark positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Trustmark buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Trustmark seller in Q1 2021 was Jacobs Asset Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q1 2021.