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Trustmark

181 hedge funds and large institutions have $964M invested in Trustmark in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

4% more funds holding

Funds holding: 174181 (+7)

1% more capital invested

Capital invested by funds: $955M → $964M (+$8.3M)

2.14% less ownership

Funds ownership: 64.14%61.99% (-2.1%)

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

86% less call options, than puts

Call options by funds: $212K | Put options by funds: $1.53M

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
46
Reduced
70
Closed
24
Calls
$212K
Puts
$1.53M
Net Calls
-$1.31M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M -$38.3M -1,592,664 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M -$7.7M -319,761 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M -$1.3M -53,937 -1%
State Street
4
State Street
Massachusetts
$60.2M +$2.01M +83,520 +4%
EARNEST Partners
5
EARNEST Partners
Georgia
$58.5M -$4.44M -184,522 -7%
Northern Trust
6
Northern Trust
Illinois
$34.6M -$14.5M -602,322 -30%
JP Morgan Chase
7
JP Morgan Chase
New York
$31.5M -$2.43M -100,819 -7%
Invesco
8
Invesco
Georgia
$30.1M -$1.9M -79,091 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.7M -$359K -14,895 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.8M -$754K -31,339 -3%
Norges Bank
11
Norges Bank
Norway
$19.8M -$308K -12,782 -2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$19.6M +$15.3K +634 +0.1%
Newport Trust Company
13
Newport Trust Company
District of Columbia
$19.5M -$298K -12,393 -2%
Charles Schwab
14
Charles Schwab
California
$13.7M -$129K -5,351 -0.9%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13.4M -$126K -5,226 -1%
WHG
16
Westwood Holdings Group
Texas
$11.1M +$10.9M +453,133 New
Wells Fargo
17
Wells Fargo
California
$9.09M -$541K -22,467 -6%
Millennium Management
18
Millennium Management
New York
$8.5M +$5.93M +246,315 +245%
N
19
Nuveen
North Carolina
$7.82M +$703K +29,207 +10%
Bank of America
20
Bank of America
North Carolina
$6.81M -$787K -32,691 -11%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$5.84M -$273K -11,361 -5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$5.51M +$233K +9,682 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.66M -$700K -29,085 -13%
Goldman Sachs
24
Goldman Sachs
New York
$4.64M +$162K +6,724 +4%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.6M +$3.61M +150,100 +400%

TRMK Hedge Fund Activity: Q2 2020 in Review

181 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2020, worth a combined $964M — up 0.87% from $955M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TRMK positions and 24 closed out — a net gain of 9 holders — while 46 added to existing stakes and 70 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $10.9M. The largest seller was BlackRock, cutting an estimated $38.3M.

  • 181 institutional investors held Trustmark (TRMK) as of Q2 2020, up from 174 in Q1 2020.
  • Funds reported $964M of Trustmark stock for Q2 2020, up 0.87% quarter-over-quarter.
  • 33 funds opened new Trustmark positions in Q2 2020 and 24 closed out, a net change of +9 holders.
  • The largest Trustmark buyer in Q2 2020 was Westwood Holdings Group, an estimated $10.9M added.
  • The largest Trustmark seller in Q2 2020 was BlackRock, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2020.