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Trustmark

201 hedge funds and large institutions have $1.38B invested in Trustmark in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

13% more funds holding

Funds holding: 178201 (+23)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0.2% more ownership

Funds ownership: 63.55%63.74% (+0.2%)

4% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$50.2M)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
61
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$10K
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$9K +$2.21K +67 +34%
SEI Investments
178
SEI Investments
Pennsylvania
$8K -$165 -5 -2%
CTC
179
Central Trust Company
Missouri
$8K
ST
180
Smithfield Trust
Pennsylvania
$7K +$7.27K +220 New
AF
181
Allworth Financial
California
$6K
LNB
182
Ledyard National Bank
$6K +$5.72K +173 New
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$5K
GRP
184
Global Retirement Partners
California
$4K
SFG
185
SevenBridge Financial Group
Pennsylvania
$4K
CFA
186
Carroll Financial Associates
North Carolina
$4K +$4.76K +144 New
PFBT
187
Parkside Financial Bank & Trust
Missouri
$3K -$925 -28 -23%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$3K
PFSC
189
Peoples Financial Services Corp
Pennsylvania
$3K
WCBA
190
Weaver C. Barksdale & Associates
Tennessee
$3K +$99 +3 +3%
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.78K +84 New
ASN
192
Advisory Services Network
Georgia
$3K +$2.97K +90 New
BBHC
193
Brown Brothers Harriman & Co
New York
$3K +$3.01K +91 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$2K
SFSIG
195
San Francisco Sentry Investment Group
California
$2K
AssetMark Inc
196
AssetMark Inc
California
$2K +$1.39K +42 +127%
SWP
197
Stratos Wealth Partners
Ohio
$2K +$1.78K +54 New
RWA
198
Ropes Wealth Advisors
Massachusetts
$1K
VCM
199
Versant Capital Management
Arizona
$1K
Walleye Trading
200
Walleye Trading
New York
$331 +$344K +10,399 New

TRMK Hedge Fund Activity: Q4 2017 in Review

201 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2017, worth a combined $1.38B — down 3.5% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TRMK positions and 15 closed out — a net gain of 26 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $7.31M. The largest seller was AQR Capital Management, cutting an estimated $7.09M.

  • 201 institutional investors held Trustmark (TRMK) as of Q4 2017, up from 178 in Q3 2017.
  • Funds reported $1.38B of Trustmark stock for Q4 2017, down 3.5% quarter-over-quarter.
  • 41 funds opened new Trustmark positions in Q4 2017 and 15 closed out, a net change of +26 holders.
  • The largest Trustmark buyer in Q4 2017 was EARNEST Partners, an estimated $7.31M added.
  • The largest Trustmark seller in Q4 2017 was AQR Capital Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2017.