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Trustmark

202 hedge funds and large institutions have $853M invested in Trustmark in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $87K | Put options by funds: $36K

1.08% less ownership

Funds ownership: 67.19%66.1% (-1.1%)

1% less funds holding

Funds holding: 205202 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

16% less capital invested

Capital invested by funds: $1.01B → $853M (-$159M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
59
Reduced
74
Closed
28
Calls
$87K
Puts
$36K
Net Calls
+$51K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
151
Tanglewood Legacy Advisors
Texas
$127K
ACM
152
Aquatic Capital Management
Illinois
$122K +$131K +5,800 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$108K -$954K -42,299 -89%
AIP
154
Ameritas Investment Partners
Nebraska
$104K
KBC Group
155
KBC Group
Belgium
$98K -$15.2K -675 -13%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$1.38K +61 +1%
IRC
157
Investors Research Corp
Georgia
$90.8K
TRCT
158
Tower Research Capital (TRC)
New York
$85.6K +$28.4K +1,259 +45%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$69.7K
CNBTD
160
Citizens National Bank Trust Department
Mississippi
$63.4K
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$42.9K -$55.3K -2,453 -55%
NA
162
NewEdge Advisors
Louisiana
$42.1K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$40.1K
BTI
164
Blue Trust Inc
Georgia
$34K
Point72 Asset Management
165
Point72 Asset Management
Connecticut
$22.8K +$24.4K +1,080 New
DAM
166
Delta Asset Management
Tennessee
$22.4K
Russell Investments Group
167
Russell Investments Group
United Kingdom
$19.2K -$111K -4,903 -84%
Bessemer Group
168
Bessemer Group
New Jersey
$18K -$2.3K -102 -11%
SSB
169
Sandy Spring Bank
Maryland
$16.7K
OC
170
Oakworth Capital
Alabama
$12.7K
Nomura Asset Management
171
Nomura Asset Management
Japan
$12.5K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$11.3K -$559K -24,794 -98%
QCG
173
Quadrant Capital Group
Ohio
$10.1K +$4.06K +180 +60%
ST
174
Smithfield Trust
Pennsylvania
$10K
JC
175
JCSD Capital
California
$8.7K

TRMK Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2023, worth a combined $853M — down 16% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRMK and 25 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Principal Financial Group, adding an estimated $5.68M. The largest seller was New York State Common Retirement Fund, cutting an estimated $16.4M.

  • 202 institutional investors held Trustmark (TRMK) as of Q2 2023, down from 205 in Q1 2023.
  • Funds reported $853M of Trustmark stock for Q2 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Trustmark positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Trustmark buyer in Q2 2023 was Principal Financial Group, an estimated $5.68M added.
  • The largest Trustmark seller in Q2 2023 was New York State Common Retirement Fund, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.