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Trustmark
TRMK

201 hedge funds and large institutions have $1.47B invested in Trustmark in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$78.3M)

2% more funds holding

Funds holding: 197 → 201 (+4)

1.68% more ownership

Funds ownership: 63.09% → 64.77% (+1.7%)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
71
Reduced
58
Closed
17
Calls
$407K
Puts
–
Net Calls
+$407K
Net Calls Change
+$521K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$5.41M
3
State Street
State Street
Massachusetts
+$5.19M
4
BlackRock
BlackRock
New York
+$4.58M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.99M
2
Deutsche Bank
Deutsche Bank
Germany
-$3.69M
3
HB
Homrich & Berg
Georgia
-$2.94M
4
Northern Trust
Northern Trust
Illinois
-$2.06M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$317M +$4.58M +131,591 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$202M +$2.28M +65,576 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$183M +$1.04M +29,984 +0.6%
State Street
4
State Street
Massachusetts
$115M +$5.19M +148,951 +5%
EARNEST Partners
5
EARNEST Partners
Georgia
$78.9M +$706K +20,265 +0.9%
Wells Fargo
6
Wells Fargo
California
$69.5M +$265K +7,610 +0.4%
Northern Trust
7
Northern Trust
Illinois
$67.6M -$2.06M -59,169 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$31.4M +$269K +7,715 +0.8%
JP Morgan Chase
9
JP Morgan Chase
New York
$29.5M +$3.9M +111,984 +15%
Norges Bank
10
Norges Bank
Norway
$26.4M +$1.06M +30,340 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.6M +$1.13M +32,467 +5%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$19.5M -$164K -4,714 -0.8%
Charles Schwab
13
Charles Schwab
California
$17.1M +$529K +15,193 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$15.4M +$15.9M +457,095 New
Millennium Management
15
Millennium Management
New York
$13.1M -$3.99M -114,654 -23%
Bank of America
16
Bank of America
North Carolina
$11.5M +$5.41M +155,200 +83%
Principal Financial Group
17
Principal Financial Group
Iowa
$10.2M +$75.2K +2,160 +0.7%
Ameriprise
18
Ameriprise
Minnesota
$8.75M +$2.18M +62,491 +32%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$8.18M -$1.24M -35,550 -13%
HW
20
Hancock Whitney
Mississippi
$7.97M -$1.35M -38,720 -14%
PPA
21
Parametric Portfolio Associates
Washington
$7.38M +$258K +7,400 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$7.13M -$3.69M -105,892 -33%
Morgan Stanley
23
Morgan Stanley
New York
$7.11M -$1.58M -45,317 -18%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.07M -$795K -22,828 -10%
Invesco
25
Invesco
Georgia
$6.87M +$38.2K +1,096 +0.5%
1
2 3 4 5

TRMK Hedge Fund Activity: Q3 2018 in Review

201 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2018, worth a combined $1.47B — up 5.6% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TRMK positions and 17 closed out — a net gain of 6 holders — while 71 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.9M. The largest seller was Millennium Management, cutting an estimated $3.99M.

  • 201 institutional investors held Trustmark (TRMK) as of Q3 2018, up from 197 in Q2 2018.
  • Funds reported $1.47B of Trustmark stock for Q3 2018, up 5.6% quarter-over-quarter.
  • 23 funds opened new Trustmark positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Trustmark buyer in Q3 2018 was Fidelity Investments, an estimated $15.9M added.
  • The largest Trustmark seller in Q3 2018 was Millennium Management, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2018.