TRMK icon

Trustmark
TRMK

Overview Fund Activity

200 hedge funds and large institutions have $1.17B invested in Trustmark in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
52
Reduced
80
Closed
35
Calls
$791K
Puts
$151K
Net Calls
+$640K
Net Calls Change
+$352K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.6M
3
State Street
3
State Street
Massachusetts
$83.9M
4
SCA
4
Stieven Capital Advisors
Missouri
$8.92M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$9.17M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$4.68M
2
GC
2
Gillson Capital
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$694K
4
BlackRock
4
BlackRock
New York
$246M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$9K – – –
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$8.81K – – –
S
178
SignatureFD
Georgia
$8.42K – – –
MA
179
Montag & Associates
Georgia
$7.44K – – –
HNB
180
Huntington National Bank
Ohio
$6.78K +$1.45K +52 +27%
HWA
181
HHM Wealth Advisors
Tennessee
$4.57K – – –
HI
182
Harbour Investments
Wisconsin
$4.34K – – –
CFGS
183
Concourse Financial Group Securities
Alabama
$4.07K – – –
QCG
184
Quadrant Capital Group
Ohio
$3.63K -$418 -15 -10%
BGAI
185
Bruce G. Allen Investments
Colorado
$3.43K +$3.43K +123 New
CWC
186
Carolinas Wealth Consulting
North Carolina
$3.21K -$223 -8 -7%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$641 +23 +52%
JWM
188
Janiczek Wealth Management
Colorado
$1.39K – – –
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$1.14K -$139 -5 -11%
FFA
190
Farther Finance Advisors
California
$1.06K +$1.06K +38 New
PA
191
Parallel Advisors
California
$963 +$110 +4 +13%
VCM
192
Versant Capital Management
Arizona
$836 -$1.73K -62 -67%
JWA
193
JFS Wealth Advisors
Pennsylvania
$725 -$781 -28 -52%
AWM
194
Abound Wealth Management
Tennessee
$558 – – –
DPW
195
DiNuzzo Private Wealth
Pennsylvania
$307 +$307 +11 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$251 -$4.94K -177 -95%
SIC
197
SJS Investment Consulting
Ohio
$168 -$140 -5 -45%
TWP
198
TFO Wealth Partners
Ohio
$112 – – –
GC
199
Gillson Capital
Illinois
– -$7.69M -353,683 Closed
CSS
200
Cubist Systematic Strategies
Connecticut
– -$3.25M -149,677 Closed
6 7
8
9 10