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Trustmark

237 hedge funds and large institutions have $2.81B invested in Trustmark in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

125% more capital invested

Capital invested by funds: $1.25B → $2.81B (+$1.56B)

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

13% more funds holding

Funds holding: 209237 (+28)

1.14% more ownership

Funds ownership: 66.5%67.65% (+1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $293K

Holders
237
Holders Change
+28
Holders Change %
+13.4%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
76
Reduced
66
Closed
14
Calls
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$771K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.51B +$1.04M +29,829 New
BlackRock
2
BlackRock
New York
$301M -$13M -372,515 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$232M +$2.68M +76,754 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$129M +$2.79M +79,976 +2%
State Street
5
State Street
Massachusetts
$90.8M -$7.27M -208,178 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$40.5M +$1.17M +33,464 +3%
Northern Trust
7
Northern Trust
Illinois
$29M +$148K +4,229 +0.5%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$25.6M +$2.49M +71,278 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.3M -$640K -18,308 -2%
Charles Schwab
10
Charles Schwab
California
$24.3M +$156K +4,468 +0.6%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$21.9M -$491K -14,061 -2%
Norges Bank
12
Norges Bank
Norway
$19.1M
Goldman Sachs
13
Goldman Sachs
New York
$18.4M -$10.8M -307,861 -37%
Morgan Stanley
14
Morgan Stanley
New York
$16.4M +$4.05M +115,851 +33%
Invesco
15
Invesco
Georgia
$14.3M -$1.51M -43,148 -10%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$14.2M +$3.95M +113,090 +39%
Principal Financial Group
17
Principal Financial Group
Iowa
$13.6M +$462K +13,233 +4%
Fisher Asset Management
18
Fisher Asset Management
Washington
$12.2M +$12.2M +349,628 New
JP Morgan Chase
19
JP Morgan Chase
New York
$12.1M -$2.78M -79,505 -19%
Millennium Management
20
Millennium Management
New York
$10.3M +$3.25M +93,020 +46%
N
21
Nuveen
North Carolina
$9.93M +$1.04M +29,835 +12%
Ameriprise
22
Ameriprise
Minnesota
$9.4M -$1.21M -34,526 -11%
American Century Companies
23
American Century Companies
Missouri
$9.06M -$218K -6,249 -2%
BCM
24
Bridgeway Capital Management
Texas
$8.59M -$1.4M -40,000 -14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M +$6.65M +190,300 +411%

TRMK Hedge Fund Activity: Q4 2022 in Review

237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2022, worth a combined $2.81B — up 125% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TRMK positions and 14 closed out — a net gain of 31 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $12.2M. The largest seller was BlackRock, cutting an estimated $13M.

  • 237 institutional investors held Trustmark (TRMK) as of Q4 2022, up from 209 in Q3 2022.
  • Funds reported $2.81B of Trustmark stock for Q4 2022, up 125% quarter-over-quarter.
  • 45 funds opened new Trustmark positions in Q4 2022 and 14 closed out, a net change of +31 holders.
  • The largest Trustmark buyer in Q4 2022 was Fisher Asset Management, an estimated $12.2M added.
  • The largest Trustmark seller in Q4 2022 was BlackRock, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.