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Trustmark

205 hedge funds and large institutions have $1.34B invested in Trustmark in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

4% more funds holding

Funds holding: 198205 (+7)

1% more capital invested

Capital invested by funds: $1.32B → $1.34B (+$16.7M)

0.18% more ownership

Funds ownership: 65.79%65.97% (+0.18%)

6% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 65

Holders
205
Holders Change
+7
Holders Change %
+3.54%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
61
Reduced
65
Closed
21
Calls
$422K
Puts
Net Calls
+$422K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$298M +$6.46M +197,541 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$5.21M +159,319 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$123M -$634K -19,388 -0.5%
State Street
4
State Street
Massachusetts
$101M +$9.09M +277,856 +10%
EARNEST Partners
5
EARNEST Partners
Georgia
$82.8M -$1.19M -36,453 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$36.3M -$337K -10,297 -0.9%
WHG
7
Westwood Holdings Group
Texas
$33.8M +$7.66M +234,145 +29%
Northern Trust
8
Northern Trust
Illinois
$28.5M -$465K -14,217 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.6M -$2.89M -88,282 -10%
JP Morgan Chase
10
JP Morgan Chase
New York
$23.8M -$3.06M -93,489 -11%
Goldman Sachs
11
Goldman Sachs
New York
$22.6M +$394K +12,061 +2%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$21.8M -$504K -15,416 -2%
Charles Schwab
13
Charles Schwab
California
$20.5M +$504K +15,419 +3%
Ameriprise
14
Ameriprise
Minnesota
$20.1M +$8.77M +268,265 +76%
Norges Bank
15
Norges Bank
Norway
$20.1M -$726K -22,189 -3%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$18.5M -$50.2K -1,536 -0.3%
Bank of America
17
Bank of America
North Carolina
$16.1M +$508K +15,545 +3%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$14.6M -$2.47M -75,420 -14%
Principal Financial Group
19
Principal Financial Group
Iowa
$13.5M -$333K -10,168 -2%
Morgan Stanley
20
Morgan Stanley
New York
$12.2M +$1.51M +46,157 +14%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$9.59M +$4.85M +148,330 +101%
BCM
22
Bridgeway Capital Management
Texas
$8.64M +$1.67M +51,000 +24%
Wells Fargo
23
Wells Fargo
California
$7.74M +$319K +9,753 +4%
N
24
Nuveen
North Carolina
$7.54M -$733K -22,425 -9%
Invesco
25
Invesco
Georgia
$7.26M -$698K -21,356 -9%

TRMK Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2021, worth a combined $1.34B — up 1.3% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 21 closed out — a net gain of 10 holders — while 61 added to existing stakes and 65 trimmed.

The largest buyer was State Street, adding an estimated $9.09M. The largest seller was Bank of Montreal, cutting an estimated $21.8M.

  • 205 institutional investors held Trustmark (TRMK) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.34B of Trustmark stock for Q4 2021, up 1.3% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q4 2021 and 21 closed out, a net change of +10 holders.
  • The largest Trustmark buyer in Q4 2021 was State Street, an estimated $9.09M added.
  • The largest Trustmark seller in Q4 2021 was Bank of Montreal, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2021.