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Trustmark

155 hedge funds and large institutions have $1.04B invested in Trustmark in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $967M → $1.04B (+$78M)

4% more funds holding

Funds holding: 149155 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$162M -$827K -30,575 -0.5%
State Street
2
State Street
Massachusetts
$104M +$6.48M +239,528 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.5M +$3.49M +128,950 +4%
EARNEST Partners
4
EARNEST Partners
Georgia
$70.1M +$70.6M +2,610,639 New
Northern Trust
5
Northern Trust
Illinois
$53.7M +$406K +15,022 +0.8%
BIT
6
BlackRock Institutional Trust
California
$53.2M -$1.55M -57,458 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$42.3M +$2.43M +90,047 +6%
Allianz Asset Management
8
Allianz Asset Management
Germany
$34.6M -$36.4M -1,347,550 -51%
First Trust Advisors
9
First Trust Advisors
Illinois
$27.6M -$2.68M -99,227 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24.4M +$474K +17,527 +2%
BTW
11
Boston Trust Walden
Massachusetts
$23.6M -$793K -29,327 -3%
LCP
12
Lombardia Capital Partners
California
$21M +$653K +24,144 +3%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$20.9M -$809K -29,933 -4%
RA
14
Royce & Associates
New York
$18.3M +$324K +12,000 +2%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$17.8M +$98.7K +3,651 +0.6%
Norges Bank
16
Norges Bank
Norway
$16.8M
PIM
17
Perkins Investment Management
Illinois
$12.9M -$2.78M -102,660 -18%
Ameriprise
18
Ameriprise
Minnesota
$10.5M +$2.65M +98,091 +33%
BIM
19
BlackRock Investment Management
Delaware
$10.5M -$223K -8,238 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.4M +$1.34M +49,621 +15%
Goldman Sachs
21
Goldman Sachs
New York
$10.1M -$175K -6,472 -2%
Wells Fargo
22
Wells Fargo
California
$9.48M -$56.1K -2,076 -0.6%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.98M -$2.82M -104,182 -24%
Invesco
24
Invesco
Georgia
$8.67M +$58.5K +2,163 +0.7%
TCIM
25
TIAA CREF Investment Management
New York
$8.48M -$172K -6,350 -2%

TRMK Hedge Fund Activity: Q4 2013 in Review

155 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2013, worth a combined $1.04B — up 8.1% from $967M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TRMK positions and 13 closed out — a net gain of 7 holders — while 51 added to existing stakes and 52 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $70.6M. The largest seller was Allianz Asset Management, cutting an estimated $36.4M.

  • 155 institutional investors held Trustmark (TRMK) as of Q4 2013, up from 149 in Q3 2013.
  • Funds reported $1.04B of Trustmark stock for Q4 2013, up 8.1% quarter-over-quarter.
  • 20 funds opened new Trustmark positions in Q4 2013 and 13 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q4 2013 was EARNEST Partners, an estimated $70.6M added.
  • The largest Trustmark seller in Q4 2013 was Allianz Asset Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2013.