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Trustmark

201 hedge funds and large institutions have $1.38B invested in Trustmark in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

13% more funds holding

Funds holding: 178201 (+23)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0.2% more ownership

Funds ownership: 63.55%63.74% (+0.2%)

4% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$50.2M)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
61
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$312M +$773K +23,387 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M +$4.6M +139,357 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$167M +$2.27M +68,633 +1%
State Street
4
State Street
Massachusetts
$97.2M -$1.5M -45,299 -1%
Wells Fargo
5
Wells Fargo
California
$75.7M +$1.82M +55,057 +2%
EARNEST Partners
6
EARNEST Partners
Georgia
$72.5M +$7.31M +221,215 +11%
Northern Trust
7
Northern Trust
Illinois
$65.6M -$1.71M -51,771 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.3M -$753K -22,798 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$26.8M +$2.24M +67,820 +9%
Norges Bank
10
Norges Bank
Norway
$22M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19M -$430K -13,010 -2%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$18.5M +$1.82M +55,219 +10%
Charles Schwab
13
Charles Schwab
California
$14M +$458K +13,866 +3%
Goldman Sachs
14
Goldman Sachs
New York
$12.9M -$2.5M -75,613 -16%
Deutsche Bank
15
Deutsche Bank
Germany
$11.4M +$2.63M +79,706 +29%
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$10.9M -$2.87M -86,915 -20%
HW
17
Hancock Whitney
Mississippi
$10.2M -$1.8M -54,380 -15%
Morgan Stanley
18
Morgan Stanley
New York
$9.33M +$1.26M +38,119 +15%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.21M -$1.59K -48 -0%
AQR Capital Management
20
AQR Capital Management
Connecticut
$8.6M -$7.09M -214,471 -44%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.87M -$333K -10,066 -4%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$6.79M +$1.4M +42,469 +25%
Ameriprise
23
Ameriprise
Minnesota
$6.71M +$148K +4,468 +2%
PPA
24
Parametric Portfolio Associates
Washington
$6.26M +$424K +12,833 +7%
Bank of America
25
Bank of America
North Carolina
$6.03M -$2.07M -62,753 -25%

TRMK Hedge Fund Activity: Q4 2017 in Review

201 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2017, worth a combined $1.38B — down 3.5% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TRMK positions and 15 closed out — a net gain of 26 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $7.31M. The largest seller was AQR Capital Management, cutting an estimated $7.09M.

  • 201 institutional investors held Trustmark (TRMK) as of Q4 2017, up from 178 in Q3 2017.
  • Funds reported $1.38B of Trustmark stock for Q4 2017, down 3.5% quarter-over-quarter.
  • 41 funds opened new Trustmark positions in Q4 2017 and 15 closed out, a net change of +26 holders.
  • The largest Trustmark buyer in Q4 2017 was EARNEST Partners, an estimated $7.31M added.
  • The largest Trustmark seller in Q4 2017 was AQR Capital Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2017.