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Trustmark

209 hedge funds and large institutions have $1.26B invested in Trustmark in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 205209 (+4)

1.22% more ownership

Funds ownership: 65.97%67.19% (+1.2%)

6% less capital invested

Capital invested by funds: $1.34B → $1.26B (-$79.8M)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
64
Reduced
76
Closed
15
Calls
$176K
Puts
Net Calls
+$176K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$11K +$324 +10 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$9K
Group One Trading
178
Group One Trading
Illinois
$9K
ADL
179
Asset Dedication LLC
California
$9K +$10.1K +312 New
US Bancorp
180
US Bancorp
Minnesota
$8K -$1.75K -54 -16%
CTC
181
Central Trust Company
Missouri
$8K
MA
182
Montag & Associates
Georgia
$8K
CFGS
183
Concourse Financial Group Securities
Alabama
$8K +$1.46K +45 +20%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$8K +$8.74K +270 New
VCM
185
Versant Capital Management
Arizona
$7K -$551 -17 -7%
ME
186
McIlrath & Eck
Washington
$6K -$6.28K -194 -51%
EWA
187
EverSource Wealth Advisors
Alabama
$6K
TWA
188
TCI Wealth Advisors
Arizona
$6K
ZIG
189
Zullo Investment Group
Pennsylvania
$6K
GAM
190
Gemmer Asset Management
California
$4K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$4K
FF
192
FourThought Financial
Florida
$3K
PFS
193
Prospera Financial Services
Texas
$3K +$2.82K +87 New
CWC
194
Carolinas Wealth Consulting
North Carolina
$2K
LC
195
Lindbrook Capital
California
$2K
SWA
196
SOA Wealth Advisors
New York
$2K
LAS
197
Lloyd Advisory Services
Georgia
$2K +$2.56K +79 New
T
198
TCWP
Ohio
$2K +$2.85K +88 New
C
199
Covestor
United Kingdom
$1K -$1.75K -54 -73%
MCM
200
Manchester Capital Management
Vermont
$1K

TRMK Hedge Fund Activity: Q1 2022 in Review

209 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2022, worth a combined $1.26B — down 6% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TRMK positions and 15 closed out — a net gain of 8 holders — while 64 added to existing stakes and 76 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $4.16M.

  • 209 institutional investors held Trustmark (TRMK) as of Q1 2022, up from 205 in Q4 2021.
  • Funds reported $1.26B of Trustmark stock for Q1 2022, down 6% quarter-over-quarter.
  • 23 funds opened new Trustmark positions in Q1 2022 and 15 closed out, a net change of +8 holders.
  • The largest Trustmark buyer in Q1 2022 was Bank of Montreal, an estimated $11.4M added.
  • The largest Trustmark seller in Q1 2022 was Morgan Stanley, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2022.