We are live on ! Find out more
TRMK icon

Trustmark

200 hedge funds and large institutions have $1.17B invested in Trustmark in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $791K | Put options by funds: $151K

33% more capital invested

Capital invested by funds: $880M → $1.17B (+$290M)

2.39% more ownership

Funds ownership: 66.34%68.73% (+2.4%)

4% less funds holding

Funds holding: 209200 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
52
Reduced
80
Closed
35
Calls
$791K
Puts
$151K
Net Calls
+$640K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$246M -$3.24M -139,817 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$1.18M +50,795 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M +$1.37M +59,068 +2%
EARNEST Partners
4
EARNEST Partners
Georgia
$95.1M -$3.13M -134,937 -4%
State Street
5
State Street
Massachusetts
$83.9M +$8.68M +374,383 +14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$37.9M +$1.44M +61,909 +5%
Morgan Stanley
7
Morgan Stanley
New York
$35.3M +$16.1M +695,305 +122%
Charles Schwab
8
Charles Schwab
California
$24.6M +$1.21M +52,320 +6%
Northern Trust
9
Northern Trust
Illinois
$23.6M +$803K +34,630 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20M +$2.01M +86,590 +14%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$16.3M -$254K -10,948 -2%
Principal Financial Group
12
Principal Financial Group
Iowa
$15.2M -$1.54M -66,444 -11%
American Century Companies
13
American Century Companies
Missouri
$15.1M +$3.91M +168,508 +45%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$12.6M +$10.5M +450,917 New
Fisher Asset Management
15
Fisher Asset Management
Washington
$11.5M -$345K -14,874 -3%
Norges Bank
16
Norges Bank
Norway
$11M -$1.74M -75,000 -16%
BCM
17
Bridgeway Capital Management
Texas
$10.3M +$562K +24,233 +7%
Federated Hermes
18
Federated Hermes
Pennsylvania
$9.17M +$7.3M +314,937 +2,227%
SCA
19
Stieven Capital Advisors
Missouri
$8.92M +$7.42M +319,900 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$8.21M +$6.79M +293,087 New
Victory Capital Management
21
Victory Capital Management
Texas
$7.53M +$2.59M +111,842 +71%
Invesco
22
Invesco
Georgia
$7.29M +$72.8K +3,140 +1%
Goldman Sachs
23
Goldman Sachs
New York
$5.73M -$364K -15,714 -7%
Ameriprise
24
Ameriprise
Minnesota
$5.66M -$646K -27,877 -12%
Verition Fund Management
25
Verition Fund Management
Connecticut
$5.61M +$4.67M +201,245 New

TRMK Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2023, worth a combined $1.17B — up 33% from $880M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TRMK and 27 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Gillson Capital, exiting entirely with an estimated $7.69M sold.

  • 200 institutional investors held Trustmark (TRMK) as of Q4 2023, down from 209 in Q3 2023.
  • Funds reported $1.17B of Trustmark stock for Q4 2023, up 33% quarter-over-quarter.
  • 27 funds opened new Trustmark positions in Q4 2023 and 35 closed out, a net change of -8 holders.
  • The largest Trustmark buyer in Q4 2023 was Morgan Stanley, an estimated $16.1M added.
  • The largest Trustmark seller in Q4 2023 was Gillson Capital, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2023.