We are live on ! Find out more
TRMK icon

Trustmark

194 hedge funds and large institutions have $1.32B invested in Trustmark in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

4% less capital invested

Capital invested by funds: $1.38B → $1.32B (-$60.1M)

2.01% less ownership

Funds ownership: 63.74%61.74% (-2%)

3% less funds holding

Funds holding: 201194 (-7)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
73
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$274M -$32.8M -1,019,766 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$2.12M +65,934 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$165M +$1.87M +58,159 +1%
State Street
4
State Street
Massachusetts
$108M +$13M +405,133 +13%
Wells Fargo
5
Wells Fargo
California
$72.7M -$1.35M -41,777 -2%
EARNEST Partners
6
EARNEST Partners
Georgia
$72.6M +$1.74M +54,033 +2%
Northern Trust
7
Northern Trust
Illinois
$64M -$110K -3,401 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$28.9M -$8.87M -275,340 -23%
JP Morgan Chase
9
JP Morgan Chase
New York
$23.6M -$2.74M -84,946 -10%
Norges Bank
10
Norges Bank
Norway
$23.5M +$1.99M +61,823 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.6M +$1.07M +33,085 +6%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$18.1M
Charles Schwab
13
Charles Schwab
California
$14.3M +$631K +19,584 +4%
Morgan Stanley
14
Morgan Stanley
New York
$10.6M +$1.56M +48,476 +17%
HW
15
Hancock Whitney
Mississippi
$9.98M +$20.3K +629 +0.2%
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$9.91M -$799K -24,797 -7%
Goldman Sachs
17
Goldman Sachs
New York
$9.83M -$2.84M -88,212 -22%
Principal Financial Group
18
Principal Financial Group
Iowa
$9.17M +$165K +5,118 +2%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$6.74M +$100K +3,107 +1%
Deutsche Bank
20
Deutsche Bank
Germany
$6.72M -$4.54M -141,056 -40%
Bank of America
21
Bank of America
North Carolina
$6.67M +$801K +24,866 +13%
PPA
22
Parametric Portfolio Associates
Washington
$6.47M +$353K +10,973 +6%
Ameriprise
23
Ameriprise
Minnesota
$6.43M -$136K -4,233 -2%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.42M -$307K -9,529 -4%
Invesco
25
Invesco
Georgia
$5.9M +$956K +29,676 +19%

TRMK Hedge Fund Activity: Q1 2018 in Review

194 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2018, worth a combined $1.32B — down 4.4% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of TRMK and 21 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $32.8M.

  • 194 institutional investors held Trustmark (TRMK) as of Q1 2018, down from 201 in Q4 2017.
  • Funds reported $1.32B of Trustmark stock for Q1 2018, down 4.4% quarter-over-quarter.
  • 21 funds opened new Trustmark positions in Q1 2018 and 27 closed out, a net change of -6 holders.
  • The largest Trustmark buyer in Q1 2018 was State Street, an estimated $13M added.
  • The largest Trustmark seller in Q1 2018 was BlackRock, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2018.