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Trustmark

186 hedge funds and large institutions have $1.38B invested in Trustmark in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,667% more call options, than puts

Call options by funds: $226K | Put options by funds: $6K

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

6% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 65

1.39% less ownership

Funds ownership: 64.73%63.34% (-1.4%)

4% less funds holding

Funds holding: 193186 (-7)

12% less capital invested

Capital invested by funds: $1.56B → $1.38B (-$185M)

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
61
Reduced
65
Closed
25
Calls
$226K
Puts
$6K
Net Calls
+$220K
Net Calls Change
+$449K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$115K -$8.49K -256 -7%
Creative Planning
152
Creative Planning
Kansas
$110K +$1.96K +59 +2%
FCM
153
Flinton Capital Management
Pennsylvania
$103K +$13.3K +400 +14%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$97K +$43.5K +1,311 +76%
DADC
155
D.A. Davidson & Co
Montana
$87K
SO
156
STRS Ohio
Ohio
$66K -$66.3K -2,000 -49%
LA
157
Legacy Advisors
Pennsylvania
$63K
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$56K -$2.06K -62 -3%
AG
159
Advisor Group
Arizona
$56K +$630 +19 +1%
US Bancorp
160
US Bancorp
Minnesota
$53K -$7.99K -241 -13%
Simplex Trading
161
Simplex Trading
Illinois
$45K +$47.6K +1,437 New
DAM
162
Delta Asset Management
Tennessee
$38K
TDC
163
Thompson Davis & Co
Virginia
$24K
NFG
164
Next Financial Group
Texas
$23K
Bessemer Group
165
Bessemer Group
New Jersey
$19K
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$15K +$2.02K +61 +15%
GAM
168
Gemmer Asset Management
California
$10K
CGT
169
Capital Guardian Trust
California
$10K +$10.4K +314 New
BFEC
170
Benjamin F. Edwards & Company
Missouri
$9K
FMA
171
FNY Managed Accounts
New York
$9K +$10.3K +310 New
CTC
172
Central Trust Company
Missouri
$8K
PIM
173
Parasol Investment Management
Illinois
$7K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$5K -$1.19K -36 -19%
Loomis, Sayles & Company
175
Loomis, Sayles & Company
Massachusetts
$5K

TRMK Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2017, worth a combined $1.38B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TRMK and 24 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 61 added.

The largest buyer was BlackRock, adding an estimated $325M. The largest seller was Guggenheim Capital, cutting an estimated $13.8M.

  • 186 institutional investors held Trustmark (TRMK) as of Q1 2017, down from 193 in Q4 2016.
  • Funds reported $1.38B of Trustmark stock for Q1 2017, down 12% quarter-over-quarter.
  • 24 funds opened new Trustmark positions in Q1 2017 and 25 closed out, a net change of -1 holder.
  • The largest Trustmark buyer in Q1 2017 was BlackRock, an estimated $325M added.
  • The largest Trustmark seller in Q1 2017 was Guggenheim Capital, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2017.