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Trustmark

223 hedge funds and large institutions have $1.29B invested in Trustmark in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.19B → $1.29B (+$104M)

6% more funds holding

Funds holding: 211223 (+12)

1.03% more ownership

Funds ownership: 69.42%70.45% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
71
Reduced
68
Closed
24
Calls
$379K
Puts
Net Calls
+$379K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$4.68K
CWC
202
Carolinas Wealth Consulting
North Carolina
$3.06K -$402 -14 -12%
CFGS
203
Concourse Financial Group Securities
Alabama
$3.03K -$1.29K -45 -31%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$2.76K +$2.64K +92 New
GRP
205
Global Retirement Partners
California
$2.76K +$2.64K +92 New
PB
206
Pinnacle Bancorp
Nebraska
$2.72K +$2.67K +93 New
UB
207
UMB Bank
Missouri
$2.46K +$1.32K +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 +$1.24K +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 -$57 -2 -8%
VCM
215
Versant Capital Management
Arizona
$901
EWA
216
EverSource Wealth Advisors
Alabama
$799 +$660 +23 New
RIL
217
Rothschild Investment LLC
Illinois
$751 +$574 +20 +400%
SIC
218
SJS Investment Consulting
Ohio
$511
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$391 +$57 +2 +18%
ECM
220
Everence Capital Management
Indiana
$273
PFBT
221
Parkside Financial Bank & Trust
Missouri
$271
LFG
222
Larson Financial Group
Missouri
$180 +$172 +6 New
PA
223
Parallel Advisors
California
$139 -$57 -2 -29%
Millennium Management
224
Millennium Management
New York
-$4.76M -169,311 Closed
TPSF
225
Texas Permanent School Fund
Texas
-$1.5M -53,449 Closed

TRMK Hedge Fund Activity: Q2 2024 in Review

223 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2024, worth a combined $1.29B — up 8.7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRMK positions and 24 closed out — a net gain of 13 holders — while 71 added to existing stakes and 68 trimmed.

The largest buyer was American Century Companies, adding an estimated $5.72M. The largest seller was Victory Capital Management, cutting an estimated $5.08M.

  • 223 institutional investors held Trustmark (TRMK) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $1.29B of Trustmark stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 37 funds opened new Trustmark positions in Q2 2024 and 24 closed out, a net change of +13 holders.
  • The largest Trustmark buyer in Q2 2024 was American Century Companies, an estimated $5.72M added.
  • The largest Trustmark seller in Q2 2024 was Victory Capital Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2024.