We are live on ! Find out more
TRMK icon

Trustmark

187 hedge funds and large institutions have $1.31B invested in Trustmark in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $1.06B → $1.31B (+$252M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 186187 (+1)

0.25% more ownership

Funds ownership: 61.31%61.56% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
62
Closed
24
Calls
$2.02M
Puts
Net Calls
+$2.02M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$263M +$20.5M +657,195 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$5.59M +178,741 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M -$3.06M -98,048 -2%
EARNEST Partners
4
EARNEST Partners
Georgia
$88.6M +$6.79M +217,268 +9%
State Street
5
State Street
Massachusetts
$88.2M +$10.7M +343,332 +15%
Northern Trust
6
Northern Trust
Illinois
$37.1M -$7.07M -226,361 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$37M +$2.81M +89,818 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$34.1M -$1.36M -43,487 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$29M -$336K -10,742 -1%
WHG
10
Westwood Holdings Group
Texas
$26.3M +$1.99M +63,630 +9%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$24.6M -$998K -31,939 -4%
Norges Bank
12
Norges Bank
Norway
$21.2M -$4.58M -146,507 -19%
Charles Schwab
13
Charles Schwab
California
$20.5M +$1.16M +37,123 +6%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$18.5M +$109K +3,500 +0.6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$18.4M -$5.57M -178,337 -25%
Goldman Sachs
16
Goldman Sachs
New York
$16.9M +$4.18M +133,856 +36%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$16.3M +$6.29M +201,234 +69%
Bank of America
18
Bank of America
North Carolina
$11.8M +$3.04M +97,187 +38%
Wells Fargo
19
Wells Fargo
California
$11.2M -$1.49M -47,522 -13%
N
20
Nuveen
North Carolina
$10.5M -$227K -7,255 -2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$10.4M -$436K -13,952 -4%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.41M +$1.12M +35,994 +20%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$7.2M -$1.35M -43,128 -17%
Invesco
24
Invesco
Georgia
$7.01M +$576K +18,437 +10%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$6.82M -$207K -6,620 -3%

TRMK Hedge Fund Activity: Q1 2021 in Review

187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2021, worth a combined $1.31B — up 24% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRMK positions and 24 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $8.66M sold.

  • 187 institutional investors held Trustmark (TRMK) as of Q1 2021, up from 186 in Q4 2020.
  • Funds reported $1.31B of Trustmark stock for Q1 2021, up 24% quarter-over-quarter.
  • 26 funds opened new Trustmark positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Trustmark buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Trustmark seller in Q1 2021 was Jacobs Asset Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q1 2021.