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Trustmark

211 hedge funds and large institutions have $1.19B invested in Trustmark in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $126K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

6% more funds holding

Funds holding: 200211 (+11)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21M)

0.69% more ownership

Funds ownership: 68.73%69.42% (+0.69%)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
63
Reduced
73
Closed
15
Calls
$1.02M
Puts
$126K
Net Calls
+$899K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oakworth Capital
Alabama
$16.9K
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$16.9K +$16.2K +600 New
HT
178
Headlands Technologies
Illinois
$16.7K -$7.31K -271 -31%
Nomura Asset Management
179
Nomura Asset Management
Japan
$16.6K
GI
180
GAMMA Investing
California
$15.9K +$3.18K +118 +26%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$9.16K
FHA
182
First Horizon Advisors
Tennessee
$9.16K +$8.79K +326 New
ADL
183
Asset Dedication LLC
California
$9K
HNB
184
Huntington National Bank
Ohio
$8.8K +$1.89K +70 +29%
S
185
SignatureFD
Georgia
$8.49K
MA
186
Montag & Associates
Georgia
$6.69K -$782 -29 -11%
HWA
187
HHM Wealth Advisors
Tennessee
$4.61K
QCG
188
Quadrant Capital Group
Ohio
$4.58K +$890 +33 +25%
HI
189
Harbour Investments
Wisconsin
$4.38K
CFGS
190
Concourse Financial Group Securities
Alabama
$4.1K
CWC
191
Carolinas Wealth Consulting
North Carolina
$3.26K +$27 +1 +0.9%
SAM
192
Smartleaf Asset Management
Massachusetts
$3.25K +$432 +16 +16%
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$1.88K
JWM
194
Janiczek Wealth Management
Colorado
$1.41K
A
195
AlphaQuest
New York
$1.41K +$1.35K +50 New
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.15K
JWA
197
JFS Wealth Advisors
Pennsylvania
$1.15K +$405 +15 +58%
FFA
198
Farther Finance Advisors
California
$1.04K
UB
199
UMB Bank
Missouri
$1.01K +$971 +36 New
C
200
Covestor
United Kingdom
$1K +$593 +22 +550%

TRMK Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2024, worth a combined $1.19B — up 1.8% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TRMK positions and 15 closed out — a net gain of 14 holders — while 63 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 211 institutional investors held Trustmark (TRMK) as of Q1 2024, up from 200 in Q4 2023.
  • Funds reported $1.19B of Trustmark stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 29 funds opened new Trustmark positions in Q1 2024 and 15 closed out, a net change of +14 holders.
  • The largest Trustmark buyer in Q1 2024 was Wellington Management Group, an estimated $11.9M added.
  • The largest Trustmark seller in Q1 2024 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.