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Trustmark

243 hedge funds and large institutions have $1.56B invested in Trustmark in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,879% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $123K

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

13% more capital invested

Capital invested by funds: $1.38B → $1.56B (+$177M)

3% more funds holding

Funds holding: 237243 (+6)

1.11% more ownership

Funds ownership: 71.08%72.2% (+1.1%)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
85
Reduced
72
Closed
23
Calls
$3.66M
Puts
$123K
Net Calls
+$3.54M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$214K
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$212K +$217K +6,003 New
CWM
178
CIBC World Markets
New York
$201K +$206K +5,694 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$195K -$48.7K -1,348 -20%
AT
180
Arlington Trust
Alabama
$188K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$182K +$6.97K +193 +4%
NA
182
NewEdge Advisors
Louisiana
$178K
PD
183
Point72 (DIFC)
United Arab Emirates
$172K -$17.8K -493 -9%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$116K +$74K +2,051 +166%
KBC Group
185
KBC Group
Belgium
$112K +$34.3K +951 +43%
TLA
186
Tanglewood Legacy Advisors
Texas
$106K -$108K -3,000 -50%
CNBTD
187
Citizens National Bank Trust Department
Mississippi
$106K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$89.7K +$36 +1 +0%
TRCT
189
Tower Research Capital (TRC)
New York
$89.2K -$131K -3,633 -59%
PAS
190
Point72 Asia (Singapore)
Singapore
$85.7K -$60.3K -1,670 -41%
GA
191
GoalVest Advisory
New York
$70.2K
SCM
192
Sterling Capital Management
North Carolina
$67.8K +$61.7K +1,709 +818%
CFFP
193
Center for Financial Planning
Michigan
$53.1K
BTI
194
Blue Trust Inc
Georgia
$47.2K -$131K -3,618 -73%
Lazard Asset Management
195
Lazard Asset Management
New York
$47K +$48.5K +1,344 New
GI
196
GAMMA Investing
California
$45.4K +$5.99K +166 +15%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$40.1K
PS
198
Principal Securities
Iowa
$39.2K +$722 +20 +2%
DAM
199
Delta Asset Management
Tennessee
$37.5K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$36.8K +$37.6K +1,041 New

TRMK Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2024, worth a combined $1.56B — up 13% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TRMK positions and 23 closed out — a net gain of 7 holders — while 85 added to existing stakes and 72 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was Verition Fund Management, cutting an estimated $14.6M.

  • 243 institutional investors held Trustmark (TRMK) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.56B of Trustmark stock for Q4 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Trustmark positions in Q4 2024 and 23 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q4 2024 was Wellington Management Group, an estimated $40.3M added.
  • The largest Trustmark seller in Q4 2024 was Verition Fund Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2024.