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Trustmark

178 hedge funds and large institutions have $1.43B invested in Trustmark in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

3% more funds holding

Funds holding: 173178 (+5)

3% more capital invested

Capital invested by funds: $1.38B → $1.43B (+$44.5M)

0.13% more ownership

Funds ownership: 63.42%63.55% (+0.13%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
62
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$42K -$261K -8,409 -87%
DAM
152
Delta Asset Management
Tennessee
$35K
SPIA
153
Steward Partners Investment Advisory
New York
$33K
BFEC
154
Benjamin F. Edwards & Company
Missouri
$32K +$21.3K +686 +242%
TDC
155
Thompson Davis & Co
Virginia
$27K +$1.83K +59 +8%
SO
156
STRS Ohio
Ohio
$26K -$40.4K -1,300 -62%
NFG
157
Next Financial Group
Texas
$23K
Bessemer Group
158
Bessemer Group
New Jersey
$20K
HNB
159
Huntington National Bank
Ohio
$20K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$18K -$217K -6,975 -93%
GAM
161
Gemmer Asset Management
California
$11K +$155 +5 +2%
CTC
162
Central Trust Company
Missouri
$9K
SEI Investments
163
SEI Investments
Pennsylvania
$9K +$5.1K +164 +140%
QT
164
Quantbot Technologies
New York
$9K +$8.74K +281 New
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.22K +200 New
AF
166
Allworth Financial
California
$6K
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$5K
GRP
168
Global Retirement Partners
California
$4K -$1.71K -55 -29%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$4K -$1.03K -33 -21%
SFG
170
SevenBridge Financial Group
Pennsylvania
$4K
WCBA
171
Weaver C. Barksdale & Associates
Tennessee
$4K +$373 +12 +13%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$3K -$622 -20 -16%
PFSC
173
Peoples Financial Services Corp
Pennsylvania
$3K
RWA
174
Ropes Wealth Advisors
Massachusetts
$2K +$1.46K +47 New
SFSIG
175
San Francisco Sentry Investment Group
California
$2K +$1.71K +55 New

TRMK Hedge Fund Activity: Q3 2017 in Review

178 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2017, worth a combined $1.43B — up 3.2% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TRMK positions and 17 closed out — a net gain of 5 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.53M. The largest seller was State Street, cutting an estimated $7.41M.

  • 178 institutional investors held Trustmark (TRMK) as of Q3 2017, up from 173 in Q2 2017.
  • Funds reported $1.43B of Trustmark stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 22 funds opened new Trustmark positions in Q3 2017 and 17 closed out, a net change of +5 holders.
  • The largest Trustmark buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $4.53M added.
  • The largest Trustmark seller in Q3 2017 was State Street, an estimated $7.41M sold.

Based on aggregated 13F filings for Q3 2017.