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Trustmark

209 hedge funds and large institutions have $880M invested in Trustmark in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $451K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

3% more funds holding

Funds holding: 202209 (+7)

3% more capital invested

Capital invested by funds: $853M → $880M (+$27.2M)

0.24% more ownership

Funds ownership: 66.1%66.34% (+0.24%)

15% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 75

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
64
Reduced
75
Closed
16
Calls
$451K
Puts
$163K
Net Calls
+$288K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$1.97M +85,002 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$385K +16,564 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$81.9M -$930K -40,032 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$77.1M -$2.61M -112,148 -3%
State Street
5
State Street
Massachusetts
$57.2M -$5.04M -217,031 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.2M +$1.04M +44,975 +4%
Charles Schwab
7
Charles Schwab
California
$18.1M +$2.33M +100,091 +14%
Northern Trust
8
Northern Trust
Illinois
$17.6M -$81.1K -3,493 -0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.7M -$664K -28,602 -4%
Principal Financial Group
10
Principal Financial Group
Iowa
$13.3M -$563K -24,244 -4%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$13M -$60K -2,582 -0.4%
Morgan Stanley
12
Morgan Stanley
New York
$12.4M +$2.28M +98,228 +21%
Norges Bank
13
Norges Bank
Norway
$10.2M -$989K -42,575 -8%
N
14
Nuveen
North Carolina
$9.95M +$1.99M +85,542 +23%
Fisher Asset Management
15
Fisher Asset Management
Washington
$9.32M +$2.12M +91,170 +27%
American Century Companies
16
American Century Companies
Missouri
$8.09M +$1.93M +83,181 +29%
GC
17
Gillson Capital
Illinois
$7.69M -$1.53M -65,921 -16%
BCM
18
Bridgeway Capital Management
Texas
$7.49M +$1M +43,220 +14%
Invesco
19
Invesco
Georgia
$5.61M -$3.81M -164,038 -39%
Ameriprise
20
Ameriprise
Minnesota
$5.02M -$480K -20,658 -8%
Goldman Sachs
21
Goldman Sachs
New York
$4.81M -$1.86M -80,216 -27%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.58M +$2.36M +101,624 +93%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.09M -$10.3K -444 -0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.83M +$2.9M +124,890 +244%
Millennium Management
25
Millennium Management
New York
$3.7M +$1.34M +57,745 +51%

TRMK Hedge Fund Activity: Q3 2023 in Review

209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2023, worth a combined $880M — up 3.2% from $853M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TRMK positions and 16 closed out — a net gain of 8 holders — while 64 added to existing stakes and 75 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.14M. The largest seller was State Street, cutting an estimated $5.04M.

  • 209 institutional investors held Trustmark (TRMK) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $880M of Trustmark stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 24 funds opened new Trustmark positions in Q3 2023 and 16 closed out, a net change of +8 holders.
  • The largest Trustmark buyer in Q3 2023 was Victory Capital Management, an estimated $3.14M added.
  • The largest Trustmark seller in Q3 2023 was State Street, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2023.