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Trustmark

202 hedge funds and large institutions have $853M invested in Trustmark in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $87K | Put options by funds: $36K

1.08% less ownership

Funds ownership: 67.19%66.1% (-1.1%)

1% less funds holding

Funds holding: 205202 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

16% less capital invested

Capital invested by funds: $1.01B → $853M (-$159M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
59
Reduced
74
Closed
28
Calls
$87K
Puts
$36K
Net Calls
+$51K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
176
ORG Partners
Indiana
$8.61K +$9.02K +400 New
FHA
177
First Horizon Advisors
Tennessee
$7.12K +$7.6K +337 New
ADL
178
Asset Dedication LLC
California
$7K
S
179
SignatureFD
Georgia
$6.84K -$35.6K -1,579 -83%
MA
180
Montag & Associates
Georgia
$5.64K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$4.92K +$226 +10 +4%
HNB
182
Huntington National Bank
Ohio
$4.03K +$4.29K +190 +19,000%
ME
183
McIlrath & Eck
Washington
$3.95K
HWA
184
HHM Wealth Advisors
Tennessee
$3.46K
HI
185
Harbour Investments
Wisconsin
$3.29K
KFI
186
Key Financial Inc
Pennsylvania
$3.23K +$3.45K +153 New
CFGS
187
Concourse Financial Group Securities
Alabama
$3.08K +$248 +11 +8%
BAAM
188
Baker Avenue Asset Management
California
$2.7K
CWC
189
Carolinas Wealth Consulting
North Carolina
$2.24K -$406 -18 -15%
VCM
190
Versant Capital Management
Arizona
$1.94K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$1.69K -$16.7K -740 -90%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$1.37K -$1.6K -71 -52%
JWM
193
Janiczek Wealth Management
Colorado
$1.29K -$13.8K -611 -91%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$1.06K
BIA
195
Bell Investment Advisors
California
$888
JWA
196
JFS Wealth Advisors
Pennsylvania
$719 +$226 +10 +42%
PA
197
Parallel Advisors
California
$653 -$32K -1,419 -98%
AWM
198
Abound Wealth Management
Tennessee
$423 +$451 +20 New
SIC
199
SJS Investment Consulting
Ohio
$296 +$271 +12 +600%
DI
200
Disciplined Investments
Oklahoma
$232

TRMK Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2023, worth a combined $853M — down 16% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRMK and 25 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Principal Financial Group, adding an estimated $5.68M. The largest seller was New York State Common Retirement Fund, cutting an estimated $16.4M.

  • 202 institutional investors held Trustmark (TRMK) as of Q2 2023, down from 205 in Q1 2023.
  • Funds reported $853M of Trustmark stock for Q2 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Trustmark positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Trustmark buyer in Q2 2023 was Principal Financial Group, an estimated $5.68M added.
  • The largest Trustmark seller in Q2 2023 was New York State Common Retirement Fund, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.