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Trustmark

208 hedge funds and large institutions have $1.49B invested in Trustmark in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $1.27B → $1.49B (+$225M)

2% more funds holding

Funds holding: 203208 (+5)

1.92% more ownership

Funds ownership: 66.44%68.36% (+1.9%)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
59
Reduced
79
Closed
19
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
201
Dubuque Bank & Trust
Iowa
$2K
GWS
202
Glassman Wealth Services
Virginia
$2K
GRP
203
Global Retirement Partners
California
$2K
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$2K +$229 +7 +14%
WEC
205
Winslow Evans & Crocker
Massachusetts
$2K +$327 +10 New
LFA
206
Legacy Financial Advisors
Kentucky
$1K
PWM
207
PRW Wealth Management
Massachusetts
$1K
GC
208
Guggenheim Capital
Illinois
-$1.23M -43,276 Closed
Axa
209
Axa
France
-$691K -24,300 Closed
HT
210
HAP Trading
New York
-$308K -10,832 Closed
QC
211
Quadrature Capital
United Kingdom
-$233K -8,190 Closed
ZCM
212
Zebra Capital Management
Connecticut
-$232K -8,177 Closed
RQS
213
Ramsey Quantitative Systems
Kentucky
-$225K -7,913 Closed
ACA
214
Aptus Capital Advisors
Alabama
-$222K -7,809 Closed
QT
215
Quantbot Technologies
New York
-$212K -7,488 Closed
GI
216
Gradient Investments
Minnesota
-$147K -5,172 Closed
NFG
217
Next Financial Group
Texas
-$20K -690 Closed
NIT
218
NumerixS Investment Technologies
British Columbia, Canada
-$17K -600 Closed
PRC
219
Pearl River Capital
Michigan
-$16K -556 Closed
JA
220
JOYN Advisors
Georgia
-$5K -192 Closed
IA
221
IFP Advisors
Florida
-$3K -100 Closed
CFA
222
Carroll Financial Associates
North Carolina
-$1K -45 Closed
PWMG
223
Prestige Wealth Management Group
New Jersey
-$1K -34 Closed
CA
224
Claro Advisors
Massachusetts
-$1K -27 Closed

TRMK Hedge Fund Activity: Q1 2019 in Review

208 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2019, worth a combined $1.49B — up 18% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRMK positions and 19 closed out — a net gain of 7 holders — while 59 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.5M. The largest seller was Wells Fargo, cutting an estimated $53.3M.

  • 208 institutional investors held Trustmark (TRMK) as of Q1 2019, up from 203 in Q4 2018.
  • Funds reported $1.49B of Trustmark stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Trustmark positions in Q1 2019 and 19 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q1 2019 was JP Morgan Chase, an estimated $26.5M added.
  • The largest Trustmark seller in Q1 2019 was Wells Fargo, an estimated $53.3M sold.

Based on aggregated 13F filings for Q1 2019.