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Trustmark

200 hedge funds and large institutions have $1.17B invested in Trustmark in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $791K | Put options by funds: $151K

33% more capital invested

Capital invested by funds: $880M → $1.17B (+$290M)

2.39% more ownership

Funds ownership: 66.34%68.73% (+2.4%)

4% less funds holding

Funds holding: 209200 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
52
Reduced
80
Closed
35
Calls
$791K
Puts
$151K
Net Calls
+$640K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$342K -$13K -560 -4%
GI
127
GAMCO Investors
Connecticut
$335K
RFC
128
Regions Financial Corp
Alabama
$324K -$2.2K -95 -0.8%
Mariner
129
Mariner
Kansas
$322K +$116 +5 +0%
ProShare Advisors
130
ProShare Advisors
Maryland
$319K +$50.1K +2,160 +23%
N
131
Numerai
California
$317K +$264K +11,384 New
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$299K
MOACM
133
Mutual of America Capital Management
New York
$298K -$325 -14 -0.1%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$295K -$41.7K -1,798 -15%
WAM
135
Watershed Asset Management
California
$286K +$238K +10,274 New
CC
136
Cipher Capital
New York
$285K +$237K +10,238 New
MCM
137
Maltese Capital Management
New York
$279K +$232K +10,000 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$279K -$6.75K -291 -3%
LWMM
139
Legacy Wealth Management (Mississippi)
Mississippi
$270K
AAM
140
Augustine Asset Management
Florida
$269K
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$266K +$221K +9,553 New
RWS
142
Resolute Wealth Strategies
Mississippi
$257K +$214K +9,220 New
US Bancorp
143
US Bancorp
Minnesota
$253K +$211K +9,092 New
DI
144
Diligent Investors
California
$248K +$206K +8,880 New
EW
145
Element Wealth
Mississippi
$246K +$204K +8,814 New
ARC
146
Advisor Resource Council
Texas
$230K +$192K +8,262 New
BPFA
147
Barnes Pettey Financial Advisors
Mississippi
$227K -$44.3K -1,910 -19%
Amundi
148
Amundi
France
$226K +$14.4K +620 +8%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$219K +$182K +7,851 New
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$203K +$169K +7,279 New

TRMK Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2023, worth a combined $1.17B — up 33% from $880M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TRMK and 27 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Gillson Capital, exiting entirely with an estimated $7.69M sold.

  • 200 institutional investors held Trustmark (TRMK) as of Q4 2023, down from 209 in Q3 2023.
  • Funds reported $1.17B of Trustmark stock for Q4 2023, up 33% quarter-over-quarter.
  • 27 funds opened new Trustmark positions in Q4 2023 and 35 closed out, a net change of -8 holders.
  • The largest Trustmark buyer in Q4 2023 was Morgan Stanley, an estimated $16.1M added.
  • The largest Trustmark seller in Q4 2023 was Gillson Capital, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2023.