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Trustmark

205 hedge funds and large institutions have $1.2B invested in Trustmark in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.45% less ownership

Funds ownership: 67.19%66.74% (-0.45%)

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$59.4M)

2% less funds holding

Funds holding: 209205 (-4)

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
56
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$264M -$1.17M -40,561 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$1.7M +58,821 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$113M +$1.59M +54,913 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$97.2M +$24.4M +844,144 +34%
State Street
5
State Street
Massachusetts
$86.4M -$3.12M -108,031 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$32.5M -$264K -9,135 -0.8%
Goldman Sachs
7
Goldman Sachs
New York
$25.5M +$7.13M +246,723 +39%
Northern Trust
8
Northern Trust
Illinois
$24.2M -$391K -13,543 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.1M -$1.05M -36,328 -5%
Charles Schwab
10
Charles Schwab
California
$19.8M +$766K +26,490 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$19M -$102K -3,525 -0.5%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$19M -$447K -15,450 -2%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$17.6M +$4.43M +153,435 +34%
Norges Bank
14
Norges Bank
Norway
$15.9M -$1.22M -42,270 -7%
Ameriprise
15
Ameriprise
Minnesota
$14.9M -$2.77M -95,840 -16%
Invesco
16
Invesco
Georgia
$14.1M +$6.11M +211,412 +77%
Bank of America
17
Bank of America
North Carolina
$12.5M -$1.35M -46,842 -10%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$11.6M -$4.94M -171,027 -30%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.1M -$798K -27,610 -7%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.21M -$181K -6,250 -2%
Morgan Stanley
21
Morgan Stanley
New York
$8.84M +$1.59M +54,955 +22%
BCM
22
Bridgeway Capital Management
Texas
$8.35M
American Century Companies
23
American Century Companies
Missouri
$8.35M +$1.57M +54,188 +23%
Wells Fargo
24
Wells Fargo
California
$7.86M +$256K +8,855 +3%
N
25
Nuveen
North Carolina
$7.57M +$864K +29,906 +13%

TRMK Hedge Fund Activity: Q2 2022 in Review

205 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2022, worth a combined $1.2B — down 4.7% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TRMK positions and 26 closed out — a net gain of 2 holders — while 56 added to existing stakes and 82 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $24.4M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $30.7M sold.

  • 205 institutional investors held Trustmark (TRMK) as of Q2 2022, down from 209 in Q1 2022.
  • Funds reported $1.2B of Trustmark stock for Q2 2022, down 4.7% quarter-over-quarter.
  • 28 funds opened new Trustmark positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Trustmark buyer in Q2 2022 was EARNEST Partners, an estimated $24.4M added.
  • The largest Trustmark seller in Q2 2022 was Westwood Holdings Group, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2022.