TRMK icon

Trustmark
TRMK

Overview Fund Activity

223 hedge funds and large institutions have $1.3B invested in Trustmark in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
23
Calls
$379K
Puts
–
Net Calls
+$379K
Net Calls Change
-$520K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$5.99M
2
Invesco
Invesco
Georgia
+$5.58M
3
HDIM
Hanson & Doremus Investment Management
Vermont
+$4.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.93M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$3.22M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$5.31M
2
BlackRock
BlackRock
New York
-$5M
3
Millennium Management
Millennium Management
New York
-$4.76M
4
SCA
Stieven Capital Advisors
Missouri
-$4.69M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$4.68K – – –
CWC
202
Carolinas Wealth Consulting
North Carolina
$3.07K -$421 -14 -12%
CFGS
203
Concourse Financial Group Securities
Alabama
$3.03K -$1.35K -45 -31%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$2.76K +$2.76K +92 New
GRP
205
Global Retirement Partners
California
$2.76K +$2.76K +92 New
PB
206
Pinnacle Bancorp
Nebraska
$2.72K +$2.72K +93 New
UB
207
UMB Bank
Missouri
$2.46K +$1.38K +46 +128%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$2.01K – – –
JWM
209
Janiczek Wealth Management
Colorado
$1.5K – – –
QL
210
Quarry LP
New York
$1.29K +$1.29K +43 New
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.23K – – –
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.23K – – –
FFA
213
Farther Finance Advisors
California
$1.13K – – –
C
214
Covestor
United Kingdom
$1K -$83 -2 -8%
VCM
215
Versant Capital Management
Arizona
$901 – – –
EWA
216
EverSource Wealth Advisors
Alabama
$799 +$799 +23 New
RIL
217
Rothschild Investment LLC
Illinois
$751 +$601 +20 +400%
SIC
218
SJS Investment Consulting
Ohio
$511 – – –
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$391 +$60 +2 +18%
ECM
220
Everence Capital Management
Indiana
$273 – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$271 – – –
LFG
222
Larson Financial Group
Missouri
$180 +$180 +6 New
PA
223
Parallel Advisors
California
$139 -$56 -2 -29%
Millennium Management
224
Millennium Management
New York
– -$4.76M -169,311 Closed
AIG
225
American International Group
New York
– -$923K -32,843 Closed
6 7 8
9
10