We are live on ! Find out more
TRMK icon

Trustmark
TRMK

205 hedge funds and large institutions have $1.34B invested in Trustmark in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

4% more funds holding

Funds holding: 198 → 205 (+7)

1% more capital invested

Capital invested by funds: $1.32B → $1.34B (+$16.7M)

0.18% more ownership

Funds ownership: 65.79% → 65.97% (+0.18%)

6% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 65

Holders
205
Holders Change
+7
Holders Change %
+3.54%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
61
Reduced
65
Closed
21
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$9.09M
2
Ameriprise
Ameriprise
Minnesota
+$8.77M
3
WHG
Westwood Holdings Group
Texas
+$7.66M
4
BlackRock
BlackRock
New York
+$6.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$21.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.06M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.89M
4
RBA
Richard Bernstein Advisors
New York
-$2.77M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$348K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$341K +$138K +4,224 +67%
Allianz Asset Management
128
Allianz Asset Management
Germany
$327K -$39.8K -1,218 -11%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$317K +$52.6K +1,608 +20%
LWMM
130
Legacy Wealth Management (Mississippi)
Mississippi
$315K – – –
AAM
131
Augustine Asset Management
Florida
$314K -$1.37K -42 -0.4%
RM
132
Resource Management
Louisiana
$312K +$1.18K +36 +0.4%
DI
133
Diligent Investors
California
$308K – – –
CA
134
Cetera Advisors
Colorado
$298K – – –
Osaic Holdings
135
Osaic Holdings
Arizona
$293K +$4.12K +126 +1%
NC
136
NinePointTwo Capital
California
$292K +$295K +9,019 New
MOACM
137
Mutual of America Capital Management
New York
$277K +$6.7K +205 +2%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$258K -$229 -7 -0.1%
ARC
139
Advisor Resource Council
Texas
$253K +$255K +7,785 New
COI
140
Connable Office Inc
Michigan
$250K +$5K +153 +2%
II
141
Inspire Investing
Idaho
$249K +$11.2K +342 +5%
BA
142
Ballew Advisors
Mississippi
$247K – – –
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$242K -$4.94K -151 -2%
IIC
144
Integrated Investment Consultants
Michigan
$242K -$294 -9 -0.1%
EGM
145
Engineers Gate Manager
New York
$241K +$243K +7,427 New
Squarepoint
146
Squarepoint
New York
$240K +$242K +7,404 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$236K – – –
BCM
148
BHZ Capital Management
California
$234K +$236K +7,205 New
MCM
149
Maple Capital Management
Vermont
$233K +$234K +7,170 New
HighTower Advisors
150
HighTower Advisors
Illinois
$229K +$65 +2 +0%
4 5
6
7 8

TRMK Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2021, worth a combined $1.34B — up 1.3% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 21 closed out — a net gain of 10 holders — while 61 added to existing stakes and 65 trimmed.

The largest buyer was State Street, adding an estimated $9.09M. The largest seller was Bank of Montreal, cutting an estimated $21.8M.

  • 205 institutional investors held Trustmark (TRMK) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.34B of Trustmark stock for Q4 2021, up 1.3% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q4 2021 and 21 closed out, a net change of +10 holders.
  • The largest Trustmark buyer in Q4 2021 was State Street, an estimated $9.09M added.
  • The largest Trustmark seller in Q4 2021 was Bank of Montreal, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2021.