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Trustmark

237 hedge funds and large institutions have $1.38B invested in Trustmark in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,158% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $60K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$89.8M)

6% more funds holding

Funds holding: 223237 (+14)

0.63% more ownership

Funds ownership: 70.45%71.08% (+0.63%)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

Holders
237
Holders Change
+14
Holders Change %
+6.28%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
71
Reduced
84
Closed
15
Calls
$8.55M
Puts
$60K
Net Calls
+$8.49M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$14.4K
OP
202
ORG Partners
Indiana
$12.7K
FHA
203
First Horizon Advisors
Tennessee
$10.4K -$1.51K -47 -13%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$10.4K
RFS
205
Richardson Financial Services
Massachusetts
$8.26K
QL
206
Quarry LP
New York
$8.21K +$6.92K +215 +500%
SCM
207
Sterling Capital Management
North Carolina
$6.65K +$6.72K +209 New
HNB
208
Huntington National Bank
Ohio
$6.43K
HWA
209
HHM Wealth Advisors
Tennessee
$5.22K
QCG
210
Quadrant Capital Group
Ohio
$5.19K
HI
211
Harbour Investments
Wisconsin
$4.95K
UB
212
UMB Bank
Missouri
$4.9K +$2.32K +72 +88%
GRP
213
Global Retirement Partners
California
$4.2K +$1.29K +40 +43%
CPA
214
Capital Performance Advisors
California
$4.07K +$4.12K +128 New
MA
215
Montag & Associates
Georgia
$3.79K -$3.83K -119 -50%
CWC
216
Carolinas Wealth Consulting
North Carolina
$3.15K -$97 -3 -3%
S
217
SignatureFD
Georgia
$3.12K -$6.56K -204 -68%
PB
218
Pinnacle Bancorp
Nebraska
$2.96K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$2.93K
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2.13K
RIL
221
Rothschild Investment LLC
Illinois
$2.07K +$1.29K +40 +160%
ADL
222
Asset Dedication LLC
California
$2.04K -$7.98K -248 -79%
HWM
223
Hemington Wealth Management
Virginia
$2K +$2.64K +82 New
FFA
224
Farther Finance Advisors
California
$1.56K +$354 +11 +29%
JWA
225
JFS Wealth Advisors
Pennsylvania
$1.37K +$64 +2 +5%

TRMK Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2024, worth a combined $1.38B — up 6.9% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 15 closed out — a net gain of 16 holders — while 71 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.7M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $10.4M sold.

  • 237 institutional investors held Trustmark (TRMK) as of Q3 2024, up from 223 in Q2 2024.
  • Funds reported $1.38B of Trustmark stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Trustmark buyer in Q3 2024 was Wellington Management Group, an estimated $10.7M added.
  • The largest Trustmark seller in Q3 2024 was Stieven Capital Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.