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Trustmark

186 hedge funds and large institutions have $1.06B invested in Trustmark in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $815M → $1.06B (+$243M)

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

3% more funds holding

Funds holding: 181186 (+5)

0.91% more ownership

Funds ownership: 60.4%61.31% (+0.91%)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

35% less call options, than puts

Call options by funds: $475K | Put options by funds: $734K

Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
56
Reduced
68
Closed
24
Calls
$475K
Puts
$734K
Net Calls
-$259K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$1.28M +50,945 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$3.45M +137,721 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M -$4.18M -166,707 -4%
EARNEST Partners
4
EARNEST Partners
Georgia
$66M +$429K +17,143 +0.7%
State Street
5
State Street
Massachusetts
$62.2M -$1.38M -54,992 -2%
Northern Trust
6
Northern Trust
Illinois
$36.3M -$837K -33,404 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$28.9M -$3.82M -152,331 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.6M +$1M +40,000 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.8M +$232K +9,253 +1%
Norges Bank
10
Norges Bank
Norway
$21.2M -$101K -4,012 -0.5%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$20.8M -$597K -23,849 -3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$19.8M -$859K -34,282 -5%
WHG
13
Westwood Holdings Group
Texas
$19.6M +$886K +35,349 +5%
Charles Schwab
14
Charles Schwab
California
$15.6M +$357K +14,251 +3%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$15M +$71.7K +2,863 +0.5%
Wells Fargo
16
Wells Fargo
California
$10.4M -$332K -13,233 -3%
Goldman Sachs
17
Goldman Sachs
New York
$10M +$557K +22,243 +6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$8.77M +$2.37M +94,646 +41%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$8.74M +$7.01M +279,739 +2,719%
N
20
Nuveen
North Carolina
$8.69M +$44.8K +1,787 +0.6%
JAM
21
Jacobs Asset Management
New York
$8.66M +$3.3M +131,867 +71%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$7.02M -$12.1K -482 -0.2%
Bank of America
23
Bank of America
North Carolina
$6.95M -$765K -30,526 -11%
Morgan Stanley
24
Morgan Stanley
New York
$6.91M +$4.7M +187,466 +287%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$5.71M +$271K +10,833 +5%

TRMK Hedge Fund Activity: Q4 2020 in Review

186 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2020, worth a combined $1.06B — up 30% from $815M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 24 closed out — a net gain of 7 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $7.01M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.18M.

  • 186 institutional investors held Trustmark (TRMK) as of Q4 2020, up from 181 in Q3 2020.
  • Funds reported $1.06B of Trustmark stock for Q4 2020, up 30% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q4 2020 and 24 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q4 2020 was Bank of Montreal, an estimated $7.01M added.
  • The largest Trustmark seller in Q4 2020 was Dimensional Fund Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2020.