We are live on ! Find out more
TRMK icon

Trustmark

202 hedge funds and large institutions have $853M invested in Trustmark in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $87K | Put options by funds: $36K

1.08% less ownership

Funds ownership: 67.19%66.1% (-1.1%)

1% less funds holding

Funds holding: 205202 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

16% less capital invested

Capital invested by funds: $1.01B → $853M (-$159M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
59
Reduced
74
Closed
28
Calls
$87K
Puts
$36K
Net Calls
+$51K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
201
TFO Wealth Partners
Ohio
$84
BGIM
202
Brandywine Global Investment Management
Pennsylvania
-$3.69M -149,480 Closed
State of New Jersey Common Pension Fund D
203
State of New Jersey Common Pension Fund D
New Jersey
-$1.02M -41,476 Closed
WB
204
WesBanco Bank
West Virginia
-$892K -36,126 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$865K -35,000 Closed
AWA
206
Arete Wealth Advisors
Illinois
-$1.31M -31,477 Closed
CCIA
207
Campbell & Co Investment Adviser
Maryland
-$761K -30,814 Closed
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
-$500K -20,238 Closed
Natixis Advisors
209
Natixis Advisors
Massachusetts
-$427K -17,303 Closed
ACM
210
Acrisure Capital Management
Texas
-$384K -15,539 Closed
GC
211
Guggenheim Capital
Illinois
-$325K -13,150 Closed
Wolverine Trading
212
Wolverine Trading
Illinois
-$244K -9,934 Closed
Creative Planning
213
Creative Planning
Kansas
-$241K -9,767 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$225K -9,100 Closed
DI
215
Diligent Investors
California
-$224K -9,080 Closed
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
-$260K -8,641 Closed
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
-$207K -8,394 Closed
Simplex Trading
218
Simplex Trading
Illinois
-$62K -2,518 Closed
BAM
219
Belpointe Asset Management
Nevada
-$58.2K -2,355 Closed
CTC
220
Central Trust Company
Missouri
-$6.52K -264 Closed
PVH
221
Psagot Value Holdings
Israel
-$3K -121 Closed
LC
222
Lindbrook Capital
California
-$1.51K -61 Closed
MCM
223
Manchester Capital Management
Vermont
-$939 -38 Closed
US Bancorp
224
US Bancorp
Minnesota
-$741 -30 Closed
FGAM
225
Financial Gravity Asset Management
Texas
-$2 -25 Closed

TRMK Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2023, worth a combined $853M — down 16% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRMK and 25 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Principal Financial Group, adding an estimated $5.68M. The largest seller was New York State Common Retirement Fund, cutting an estimated $16.4M.

  • 202 institutional investors held Trustmark (TRMK) as of Q2 2023, down from 205 in Q1 2023.
  • Funds reported $853M of Trustmark stock for Q2 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Trustmark positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Trustmark buyer in Q2 2023 was Principal Financial Group, an estimated $5.68M added.
  • The largest Trustmark seller in Q2 2023 was New York State Common Retirement Fund, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.