Trustmark
TRMK
193 hedge funds and large institutions have $1.56B invested in Trustmark in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
64.73% more ownership
Funds ownership: 0% → 64.73% (+65%)
29% more capital invested
Capital invested by funds: $1.21B → $1.56B (+$350M)
7% more funds holding
Funds holding: 180 → 193 (+13)
10% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 61
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $232K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$18.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$15.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.34M |
| 4 |
Morgan Stanley
New York
|
+$7.46M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$21.8M |
| 2 |
Renaissance Technologies
New York
|
-$8.69M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$7.98M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$7.56M |
| 5 |
JP Morgan Chase
New York
|
-$5.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
201
Sterling Capital Management
Charlotte,
North Carolina
| – | -$979K | -35,517 | Closed |
|
|
VKH
202
Virtu KCG Holdings
New York
| – | -$689K | -25,003 | Closed |
|
203
Wellington Management Group
Boston,
Massachusetts
| – | -$509K | -18,469 | Closed |
|
204
D.E. Shaw & Co
New York
| – | -$409K | -14,844 | Closed |
|
|
CEP
205
Chicago Equity Partners
Chicago,
Illinois
| – | -$384K | -13,945 | Closed |
|
|
DTL
206
Dynamic Technology Lab
Singapore
| – | -$315K | -11,395 | Closed |
|
|
FMWA
207
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| – | -$290K | -10,532 | Closed |
|
|
ZIM
208
Zacks Investment Management
Chicago,
Illinois
| – | -$225K | -8,176 | Closed |
|
|
JFA
209
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$71K | -2,572 | Closed |
|
|
S
210
SignatureFD
Atlanta,
Georgia
| – | -$71K | -2,572 | Closed |
|
|
QT
211
Quantbot Technologies
New York
| – | -$20K | -735 | Closed |
|
|
WA
212
WFG Advisors
Dallas,
Texas
| – | -$6K | -200 | Closed |
|
|
IWMPD
213
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$1K | -27 | Closed |
|
TRMK Hedge Fund Activity: Q4 2016 in Review
193 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2016, worth a combined $1.56B — up 29% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new TRMK positions and 21 closed out — a net gain of 15 holders — while 55 added to existing stakes and 61 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $18.9M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.8M sold.
- 193 institutional investors held Trustmark (TRMK) as of Q4 2016, up from 180 in Q3 2016.
- Funds reported $1.56B of Trustmark stock for Q4 2016, up 29% quarter-over-quarter.
- 36 funds opened new Trustmark positions in Q4 2016 and 21 closed out, a net change of +15 holders.
- The largest Trustmark buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $18.9M added.
- The largest Trustmark seller in Q4 2016 was Allianz Asset Management, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2016.