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Trustmark
TRMK

208 hedge funds and large institutions have $1.49B invested in Trustmark in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $1.27B → $1.49B (+$225M)

2% more funds holding

Funds holding: 203 → 208 (+5)

1.92% more ownership

Funds ownership: 66.44% → 68.36% (+1.9%)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
59
Reduced
79
Closed
19
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.5M
2
Millennium Management
Millennium Management
New York
+$17.9M
3
Goldman Sachs
Goldman Sachs
New York
+$8.79M
4
Invesco
Invesco
Georgia
+$7.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$53.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.3M
3
BlackRock
BlackRock
New York
-$10.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.23M
5
Deutsche Bank
Deutsche Bank
Germany
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
176
Rehmann Capital Advisory Group
Michigan
$32.7K -$1.73K -53 -5%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$29K -$360 -11 -1%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$29K +$1.93K +59 +7%
CWM
179
Cedar Wealth Management
California
$27K – – –
S
180
SignatureFD
Georgia
$26K +$1.31K +40 +5%
Bessemer Group
181
Bessemer Group
New Jersey
$25K – – –
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$18K +$17.9K +549 New
HNB
183
Huntington National Bank
Ohio
$17K – – –
PCP
184
Proficio Capital Partners
Massachusetts
$17K +$16.2K +496 New
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$13K +$6.38K +195 +101%
FNB
186
Farmers National Bank
Kentucky
$13K +$13.1K +400 New
GAM
187
Gemmer Asset Management
California
$11K – – –
BCA
188
Berman Capital Advisors
Georgia
$11K +$9.19K +281 +390%
CAM
189
Cresset Asset Management
Illinois
$10K +$1.57K +48 +20%
CTC
190
Central Trust Company
Missouri
$9K – – –
MA
191
MUFG Americas
New York
$9K +$9.22K +282 New
CFGS
192
Concourse Financial Group Securities
Alabama
$8K – – –
ST
193
Smithfield Trust
Pennsylvania
$7K – – –
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$7K +$33 +1 +0.5%
HGWM
195
Harvest Group Wealth Management
Massachusetts
$7K +$6.44K +197 New
OFW
196
Omnia Family Wealth
Florida
$7K +$6.8K +208 New
SFG
197
SevenBridge Financial Group
Pennsylvania
$4K – – –
PFSC
198
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TCOV
199
Trust Company of Vermont
Vermont
$3K +$2.81K +86 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$2K -$1.9K -58 -49%
5 6 7
8
9

TRMK Hedge Fund Activity: Q1 2019 in Review

208 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2019, worth a combined $1.49B — up 18% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRMK positions and 19 closed out — a net gain of 7 holders — while 59 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.5M. The largest seller was Wells Fargo, cutting an estimated $53.3M.

  • 208 institutional investors held Trustmark (TRMK) as of Q1 2019, up from 203 in Q4 2018.
  • Funds reported $1.49B of Trustmark stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Trustmark positions in Q1 2019 and 19 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q1 2019 was JP Morgan Chase, an estimated $26.5M added.
  • The largest Trustmark seller in Q1 2019 was Wells Fargo, an estimated $53.3M sold.

Based on aggregated 13F filings for Q1 2019.