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Trustmark
TRMK

Overview Fund Activity

243 hedge funds and large institutions have $1.56B invested in Trustmark in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
85
Reduced
71
Closed
22
Calls
$3.66M
Puts
$123K
Net Calls
+$3.54M
Net Calls Change
-$4.95M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.5M
2
State Street
2
State Street
Massachusetts
$119M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$14.2M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$13.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.77M
4
BCM
4
Bridgeway Capital Management
Texas
$4.17M
5
American Century Companies
5
American Century Companies
Missouri
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$214K – – –
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$212K +$212K +6,003 New
CWM
178
CIBC World Markets
New York
$201K +$201K +5,694 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$195K -$47.7K -1,348 -20%
AT
180
Arlington Trust
Alabama
$188K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$182K +$6.82K +193 +4%
NA
182
NewEdge Advisors
Louisiana
$178K – – –
PD
183
Point72 (DIFC)
United Arab Emirates
$172K -$17.4K -493 -9%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$116K +$72.5K +2,051 +166%
KBC Group
185
KBC Group
Belgium
$112K +$33.7K +951 +43%
TLA
186
Tanglewood Legacy Advisors
Texas
$106K -$106K -3,000 -50%
CNBTD
187
Citizens National Bank Trust Department
Mississippi
$106K – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$89.7K +$35 +1 +0%
TRCT
189
Tower Research Capital (TRC)
New York
$89.2K -$129K -3,633 -59%
PAS
190
Point72 Asia (Singapore)
Singapore
$85.7K -$59.1K -1,670 -41%
GA
191
GoalVest Advisory
New York
$70.2K – – –
SCM
192
Sterling Capital Management
North Carolina
$67.8K +$60.4K +1,709 +818%
CFFP
193
Center for Financial Planning
Michigan
$53.1K – – –
BTI
194
Blue Trust Inc
Georgia
$47.2K -$128K -3,618 -73%
Lazard Asset Management
195
Lazard Asset Management
New York
$47K +$47K +1,344 New
GI
196
GAMMA Investing
California
$45.4K +$5.87K +166 +15%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$40.1K – – –
PS
198
Principal Securities
Iowa
$39.2K +$707 +20 +2%
DAM
199
Delta Asset Management
Tennessee
$37.5K – – –
Jones Financial Companies
200
Jones Financial Companies
Missouri
$36.8K +$36.8K +1,041 New
6 7
8
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