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Trustmark

178 hedge funds and large institutions have $1.43B invested in Trustmark in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

3% more funds holding

Funds holding: 173178 (+5)

3% more capital invested

Capital invested by funds: $1.38B → $1.43B (+$44.5M)

0.13% more ownership

Funds ownership: 63.42%63.55% (+0.13%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
62
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M +$305K +9,804 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M +$2.7M +86,761 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M +$4.53M +145,646 +3%
State Street
4
State Street
Massachusetts
$103M -$7.41M -238,471 -7%
Wells Fargo
5
Wells Fargo
California
$76.9M +$2.09M +67,258 +3%
Northern Trust
6
Northern Trust
Illinois
$69.9M -$589K -18,939 -0.9%
EARNEST Partners
7
EARNEST Partners
Georgia
$68.1M +$896K +28,819 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$40.6M -$134K -4,317 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$25.6M -$1.71M -54,998 -7%
Norges Bank
10
Norges Bank
Norway
$22.9M -$3.07M -98,707 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.2M +$651K +20,945 +4%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$17.5M
AQR Capital Management
13
AQR Capital Management
Connecticut
$16.2M -$394K -12,681 -3%
Goldman Sachs
14
Goldman Sachs
New York
$15.9M +$848K +27,273 +6%
TNBTD
15
Trustmark National Bank Trust Department
Mississippi
$14.2M +$871K +28,027 +7%
Charles Schwab
16
Charles Schwab
California
$14.1M +$816K +26,258 +7%
HW
17
Hancock Whitney
Mississippi
$12.4M
Principal Financial Group
18
Principal Financial Group
Iowa
$9.58M +$121K +3,906 +1%
Deutsche Bank
19
Deutsche Bank
Germany
$9.17M -$2.41M -77,513 -22%
Renaissance Technologies
20
Renaissance Technologies
New York
$8.49M -$74.6K -2,400 -0.9%
Morgan Stanley
21
Morgan Stanley
New York
$8.44M +$2.21M +71,205 +39%
Bank of America
22
Bank of America
North Carolina
$8.35M +$2.49M +80,171 +47%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.47M -$32.2K -1,036 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$6.83M +$52K +1,674 +0.8%
AIG
25
American International Group
New York
$6.09M +$154K +4,941 +3%

TRMK Hedge Fund Activity: Q3 2017 in Review

178 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2017, worth a combined $1.43B — up 3.2% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TRMK positions and 17 closed out — a net gain of 5 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.53M. The largest seller was State Street, cutting an estimated $7.41M.

  • 178 institutional investors held Trustmark (TRMK) as of Q3 2017, up from 173 in Q2 2017.
  • Funds reported $1.43B of Trustmark stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 22 funds opened new Trustmark positions in Q3 2017 and 17 closed out, a net change of +5 holders.
  • The largest Trustmark buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $4.53M added.
  • The largest Trustmark seller in Q3 2017 was State Street, an estimated $7.41M sold.

Based on aggregated 13F filings for Q3 2017.