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Trustmark

197 hedge funds and large institutions have $1.4B invested in Trustmark in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $1.32B → $1.4B (+$79.9M)

2% more funds holding

Funds holding: 194197 (+3)

1.35% more ownership

Funds ownership: 61.74%63.09% (+1.3%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $114K

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
63
Reduced
70
Closed
14
Calls
Puts
$114K
Net Calls
-$114K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$11K
CTC
177
Central Trust Company
Missouri
$9K
SO
178
STRS Ohio
Ohio
$9K
SEI Investments
179
SEI Investments
Pennsylvania
$8K -$1.8K -56 -18%
Loomis, Sayles & Company
180
Loomis, Sayles & Company
Massachusetts
$8K
ST
181
Smithfield Trust
Pennsylvania
$7K
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$7K +$64 +2 +1%
AF
183
Allworth Financial
California
$6K
ASN
184
Advisory Services Network
Georgia
$4K
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$4K
SFG
186
SevenBridge Financial Group
Pennsylvania
$4K
JA
187
JOYN Advisors
Georgia
$4K +$322 +10 +10%
FHA
188
First Horizon Advisors
Tennessee
$4K +$4.25K +132 New
QCG
189
Quadrant Capital Group
Ohio
$3K -$5.32K -165 -48%
PFSC
190
Peoples Financial Services Corp
Pennsylvania
$3K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$2K -$870 -27 -28%
DBT
192
Dubuque Bank & Trust
Iowa
$2K
GRP
193
Global Retirement Partners
California
$2K
GWS
194
Glassman Wealth Services
Virginia
$2K +$870 +27 +93%
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.06K +33 +87%
LFA
196
Legacy Financial Advisors
Kentucky
$1K
BC
197
Breogan Capital
New York
-$1.72M -55,300 Closed
BCM
198
BlueCrest Capital Management
Jersey
-$1.39M -44,670 Closed
PP
199
Paloma Partners
Connecticut
-$1.36M -43,621 Closed
AW
200
Alpha Windward
Massachusetts
-$484K -15,540 Closed

TRMK Hedge Fund Activity: Q2 2018 in Review

197 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2018, worth a combined $1.4B — up 6.1% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TRMK positions and 14 closed out — a net gain of 3 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $8.89M.

  • 197 institutional investors held Trustmark (TRMK) as of Q2 2018, up from 194 in Q1 2018.
  • Funds reported $1.4B of Trustmark stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 17 funds opened new Trustmark positions in Q2 2018 and 14 closed out, a net change of +3 holders.
  • The largest Trustmark buyer in Q2 2018 was BlackRock, an estimated $16.2M added.
  • The largest Trustmark seller in Q2 2018 was Wells Fargo, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2018.