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Trustmark

211 hedge funds and large institutions have $1.19B invested in Trustmark in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $126K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

6% more funds holding

Funds holding: 200211 (+11)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21M)

0.69% more ownership

Funds ownership: 68.73%69.42% (+0.69%)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
63
Reduced
73
Closed
15
Calls
$1.02M
Puts
$126K
Net Calls
+$899K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$170K
TLA
152
Tanglewood Legacy Advisors
Texas
$169K
IRC
153
Investors Research Corp
Georgia
$121K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$117K -$566 -21 -0.5%
PAS
155
Point72 Asia (Singapore)
Singapore
$109K +$105K +3,894 New
Osaic Holdings
156
Osaic Holdings
Arizona
$104K -$418K -15,505 -81%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$90.6K -$10.5K -390 -11%
AT
158
Arlington Trust
Alabama
$84.3K
CNBTD
159
Citizens National Bank Trust Department
Mississippi
$84.3K
Simplex Trading
160
Simplex Trading
Illinois
$74K +$71.2K +2,638 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$70.2K +$8.41K +312 +14%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$65.8K +$11.9K +440 +23%
NA
163
NewEdge Advisors
Louisiana
$56.1K
EC
164
EntryPoint Capital
New York
$51.6K +$49.5K +1,835 New
CFFP
165
Center for Financial Planning
Michigan
$42.2K +$40.5K +1,500 New
KBC Group
166
KBC Group
Belgium
$42K -$16.3K -605 -29%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.2K -$63.4K -2,349 -63%
BTI
168
Blue Trust Inc
Georgia
$39K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$31.9K +$14.8K +550 +94%
DAM
170
Delta Asset Management
Tennessee
$29.8K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$22.8K -$612K -22,677 -97%
SSB
172
Sandy Spring Bank
Maryland
$22.3K
CTA
173
Colonial Trust Advisors
South Carolina
$21.1K +$20.2K +750 New
Citadel Advisors
174
Citadel Advisors
Florida
$20.3K -$1M -37,119 -98%
Bessemer Group
175
Bessemer Group
New Jersey
$18K

TRMK Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2024, worth a combined $1.19B — up 1.8% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TRMK positions and 15 closed out — a net gain of 14 holders — while 63 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 211 institutional investors held Trustmark (TRMK) as of Q1 2024, up from 200 in Q4 2023.
  • Funds reported $1.19B of Trustmark stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 29 funds opened new Trustmark positions in Q1 2024 and 15 closed out, a net change of +14 holders.
  • The largest Trustmark buyer in Q1 2024 was Wellington Management Group, an estimated $11.9M added.
  • The largest Trustmark seller in Q1 2024 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.