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Trustmark
TRMK

203 hedge funds and large institutions have $1.27B invested in Trustmark in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.67% more ownership

Funds ownership: 64.77% → 66.44% (+1.7%)

1% more funds holding

Funds holding: 201 → 203 (+2)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

14% less capital invested

Capital invested by funds: $1.47B → $1.27B (-$206M)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
67
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$20.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.2M
3
BlackRock
BlackRock
New York
+$7.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.15M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.1M
2
State Street
State Street
Massachusetts
-$9.84M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.45M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.5M
5
Man Group
Man Group
United Kingdom
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
176
Pearl River Capital
Michigan
$16K +$17.2K +556 New
HNB
177
Huntington National Bank
Ohio
$14K -$3.1K -100 -17%
GAM
178
Gemmer Asset Management
California
$9K – – –
CTC
179
Central Trust Company
Missouri
$8K – – –
CAM
180
Cresset Asset Management
Illinois
$7K +$7.62K +246 New
CFGS
181
Concourse Financial Group Securities
Alabama
$7K +$7.9K +255 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
ST
183
Smithfield Trust
Pennsylvania
$6K – – –
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$6K +$62 +2 +1%
JA
185
JOYN Advisors
Georgia
$5K +$1.67K +54 +39%
QCG
186
Quadrant Capital Group
Ohio
$4K +$1.61K +52 +29%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$3K – – –
PFSC
188
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SFG
189
SevenBridge Financial Group
Pennsylvania
$3K – – –
IA
190
IFP Advisors
Florida
$3K +$2.6K +84 +525%
BCA
191
Berman Capital Advisors
Georgia
$2K +$2.23K +72 New
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$1K -$899 -29 -36%
CFA
193
Carroll Financial Associates
North Carolina
$1K – – –
DBT
194
Dubuque Bank & Trust
Iowa
$1K – – –
GWS
195
Glassman Wealth Services
Virginia
$1K – – –
GRP
196
Global Retirement Partners
California
$1K – – –
LFA
197
Legacy Financial Advisors
Kentucky
$1K – – –
PWM
198
PRW Wealth Management
Massachusetts
$1K +$558 +18 New
CA
199
Claro Advisors
Massachusetts
$1K +$837 +27 New
PWMG
200
Prestige Wealth Management Group
New Jersey
$1K +$1.05K +34 New
6 7
8
9 10

TRMK Hedge Fund Activity: Q4 2018 in Review

203 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2018, worth a combined $1.27B — down 14% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 28 closed out — a net gain of 3 holders — while 59 added to existing stakes and 67 trimmed.

The largest buyer was Invesco, adding an estimated $20.4M. The largest seller was Millennium Management, exiting entirely with an estimated $13.1M sold.

  • 203 institutional investors held Trustmark (TRMK) as of Q4 2018, up from 201 in Q3 2018.
  • Funds reported $1.27B of Trustmark stock for Q4 2018, down 14% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q4 2018 and 28 closed out, a net change of +3 holders.
  • The largest Trustmark buyer in Q4 2018 was Invesco, an estimated $20.4M added.
  • The largest Trustmark seller in Q4 2018 was Millennium Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2018.