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Trustmark

202 hedge funds and large institutions have $853M invested in Trustmark in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $87K | Put options by funds: $36K

1.08% less ownership

Funds ownership: 67.19%66.1% (-1.1%)

1% less funds holding

Funds holding: 205202 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

16% less capital invested

Capital invested by funds: $1.01B → $853M (-$159M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
59
Reduced
74
Closed
28
Calls
$87K
Puts
$36K
Net Calls
+$51K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$2.93M -129,732 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M -$2.42M -107,430 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.5M -$4.52M -200,552 -5%
EARNEST Partners
4
EARNEST Partners
Georgia
$77.3M -$4.37M -193,885 -5%
State Street
5
State Street
Massachusetts
$60.2M -$4.76M -210,895 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.5M +$898K +39,823 +3%
Northern Trust
7
Northern Trust
Illinois
$17.2M -$24.3K -1,078 -0.1%
Charles Schwab
8
Charles Schwab
California
$15.4M +$238K +10,534 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.9M -$1.03M -45,819 -6%
Principal Financial Group
10
Principal Financial Group
Iowa
$13.4M +$5.68M +251,681 +66%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$12.7M -$421K -18,655 -3%
Norges Bank
12
Norges Bank
Norway
$10.8M -$503K -22,282 -4%
Morgan Stanley
13
Morgan Stanley
New York
$10M -$41.6K -1,842 -0.4%
Invesco
14
Invesco
Georgia
$8.92M -$165K -7,319 -2%
GC
15
Gillson Capital
Illinois
$8.86M +$3.56M +157,836 +60%
N
16
Nuveen
North Carolina
$7.87M +$1.03M +45,776 +14%
Fisher Asset Management
17
Fisher Asset Management
Washington
$7.14M +$456K +20,219 +6%
BCM
18
Bridgeway Capital Management
Texas
$6.37M -$924K -40,955 -12%
Goldman Sachs
19
Goldman Sachs
New York
$6.36M +$124K +5,478 +2%
American Century Companies
20
American Century Companies
Missouri
$6.1M +$703K +31,151 +12%
Ameriprise
21
Ameriprise
Minnesota
$5.31M -$227K -10,059 -4%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$4.75M -$196K -8,690 -4%
Wells Fargo
23
Wells Fargo
California
$4.19M +$278K +12,342 +7%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.98M -$103K -4,553 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$3.64M -$91.4K -4,051 -2%

TRMK Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2023, worth a combined $853M — down 16% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRMK and 25 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Principal Financial Group, adding an estimated $5.68M. The largest seller was New York State Common Retirement Fund, cutting an estimated $16.4M.

  • 202 institutional investors held Trustmark (TRMK) as of Q2 2023, down from 205 in Q1 2023.
  • Funds reported $853M of Trustmark stock for Q2 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Trustmark positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Trustmark buyer in Q2 2023 was Principal Financial Group, an estimated $5.68M added.
  • The largest Trustmark seller in Q2 2023 was New York State Common Retirement Fund, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.