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Trustmark
TRMK

203 hedge funds and large institutions have $1.27B invested in Trustmark in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.67% more ownership

Funds ownership: 64.77% → 66.44% (+1.7%)

1% more funds holding

Funds holding: 201 → 203 (+2)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

14% less capital invested

Capital invested by funds: $1.47B → $1.27B (-$206M)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
67
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$20.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.2M
3
BlackRock
BlackRock
New York
+$7.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.15M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.1M
2
State Street
State Street
Massachusetts
-$9.84M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.45M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.5M
5
Man Group
Man Group
United Kingdom
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$274M +$7.47M +241,051 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$1.91M +61,502 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$156M +$1.02M +33,023 +0.6%
State Street
4
State Street
Massachusetts
$88.4M -$9.84M -317,730 -9%
EARNEST Partners
5
EARNEST Partners
Georgia
$65.1M -$1.68M -54,301 -2%
Wells Fargo
6
Wells Fargo
California
$59M +$252K +8,117 +0.4%
Northern Trust
7
Northern Trust
Illinois
$56.9M -$182K -5,868 -0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$30.6M +$19.2M +618,637 +135%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.8M -$742K -23,947 -3%
Invesco
10
Invesco
Georgia
$24.5M +$20.4M +658,797 +322%
Norges Bank
11
Norges Bank
Norway
$22.3M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$21.8M +$1.18M +38,130 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.8M -$4.5M -145,327 -17%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$16.2M -$316K -10,200 -2%
Charles Schwab
15
Charles Schwab
California
$14.2M -$242K -7,795 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$10.1M +$1.54M +49,751 +16%
Bank of America
17
Bank of America
North Carolina
$8.83M -$995K -32,114 -9%
Ameriprise
18
Ameriprise
Minnesota
$8.77M +$1.5M +48,566 +19%
Goldman Sachs
19
Goldman Sachs
New York
$7.74M +$2.56M +82,501 +44%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.06M +$7.15M +230,704 +1,318%
Deutsche Bank
21
Deutsche Bank
Germany
$7.03M +$1.1M +35,378 +17%
PPA
22
Parametric Portfolio Associates
Washington
$6.35M +$132K +4,266 +2%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$6.3M -$671K -21,648 -9%
HW
24
Hancock Whitney
Mississippi
$6.16M -$632K -20,393 -9%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$5.82M +$2.49M +80,247 +64%
1
2 3 4 5

TRMK Hedge Fund Activity: Q4 2018 in Review

203 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2018, worth a combined $1.27B — down 14% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 28 closed out — a net gain of 3 holders — while 59 added to existing stakes and 67 trimmed.

The largest buyer was Invesco, adding an estimated $20.4M. The largest seller was Millennium Management, exiting entirely with an estimated $13.1M sold.

  • 203 institutional investors held Trustmark (TRMK) as of Q4 2018, up from 201 in Q3 2018.
  • Funds reported $1.27B of Trustmark stock for Q4 2018, down 14% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q4 2018 and 28 closed out, a net change of +3 holders.
  • The largest Trustmark buyer in Q4 2018 was Invesco, an estimated $20.4M added.
  • The largest Trustmark seller in Q4 2018 was Millennium Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2018.