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Trustmark

209 hedge funds and large institutions have $1.25B invested in Trustmark in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $542K | Put options by funds: $64K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 205209 (+4)

4% more capital invested

Capital invested by funds: $1.2B → $1.25B (+$49.7M)

0.24% less ownership

Funds ownership: 66.74%66.5% (-0.24%)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
59
Reduced
71
Closed
16
Calls
$542K
Puts
$64K
Net Calls
+$478K
Net Calls Change
+$478K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$276M -$1.91M -60,191 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M +$4.19M +131,993 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$120M +$1.16M +36,670 +0.9%
EARNEST Partners
4
EARNEST Partners
Georgia
$111M +$8.84M +278,907 +8%
State Street
5
State Street
Massachusetts
$86M -$4.76M -150,204 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$34.5M +$374K +11,782 +1%
Goldman Sachs
7
Goldman Sachs
New York
$25.6M -$1.15M -36,248 -4%
Northern Trust
8
Northern Trust
Illinois
$25.3M -$104K -3,277 -0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.8M +$625K +19,719 +3%
Charles Schwab
10
Charles Schwab
California
$21.2M +$438K +13,813 +2%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$20.3M +$1.82M +57,473 +10%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$19.7M -$254K -8,000 -1%
Norges Bank
13
Norges Bank
Norway
$16.7M
Invesco
14
Invesco
Georgia
$13.9M -$967K -30,503 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$13.1M -$7.12M -224,638 -34%
Bank of America
16
Bank of America
North Carolina
$12.8M -$314K -9,894 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$11.6M -$71.4K -2,252 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$10.8M +$1.63M +51,292 +17%
Ameriprise
19
Ameriprise
Minnesota
$9.31M -$6.52M -205,577 -40%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$9.1M -$3.29M -103,778 -26%
BCM
21
Bridgeway Capital Management
Texas
$8.77M
Wells Fargo
22
Wells Fargo
California
$8.18M -$62K -1,956 -0.7%
American Century Companies
23
American Century Companies
Missouri
$8.14M -$640K -20,190 -7%
N
24
Nuveen
North Carolina
$7.79M -$150K -4,721 -2%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.58M -$3.2M -100,810 -32%

TRMK Hedge Fund Activity: Q3 2022 in Review

209 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2022, worth a combined $1.25B — up 4.2% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TRMK positions and 16 closed out — a net gain of 4 holders — while 59 added to existing stakes and 71 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $8.84M. The largest seller was JP Morgan Chase, cutting an estimated $7.12M.

  • 209 institutional investors held Trustmark (TRMK) as of Q3 2022, up from 205 in Q2 2022.
  • Funds reported $1.25B of Trustmark stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 20 funds opened new Trustmark positions in Q3 2022 and 16 closed out, a net change of +4 holders.
  • The largest Trustmark buyer in Q3 2022 was EARNEST Partners, an estimated $8.84M added.
  • The largest Trustmark seller in Q3 2022 was JP Morgan Chase, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2022.