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Trustmark

211 hedge funds and large institutions have $1.19B invested in Trustmark in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $126K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

6% more funds holding

Funds holding: 200211 (+11)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21M)

0.69% more ownership

Funds ownership: 68.73%69.42% (+0.69%)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
63
Reduced
73
Closed
15
Calls
$1.02M
Puts
$126K
Net Calls
+$899K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$253M +$3.9M +144,563 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$260K -9,638 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$112M +$4.22M +156,303 +4%
EARNEST Partners
4
EARNEST Partners
Georgia
$93.9M -$1.92M -71,132 -2%
State Street
5
State Street
Massachusetts
$84.1M -$466K -17,289 -0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$39.4M +$1.18M +43,767 +3%
Charles Schwab
7
Charles Schwab
California
$25.7M +$877K +32,517 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$25.1M +$11.9M +441,820 +98%
Northern Trust
9
Northern Trust
Illinois
$22.2M -$1.49M -55,305 -7%
American Century Companies
10
American Century Companies
Missouri
$22.1M +$6.65M +246,397 +46%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.2M -$948K -35,164 -5%
Morgan Stanley
12
Morgan Stanley
New York
$18.5M -$16.4M -608,007 -48%
Verition Fund Management
13
Verition Fund Management
Connecticut
$16.9M +$10.8M +400,510 +199%
Principal Financial Group
14
Principal Financial Group
Iowa
$16.2M +$862K +31,951 +6%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$16.1M -$302K -11,213 -2%
SCA
16
Stieven Capital Advisors
Missouri
$14.1M +$4.94M +183,100 +57%
Fisher Asset Management
17
Fisher Asset Management
Washington
$11.4M -$205K -7,586 -2%
BCM
18
Bridgeway Capital Management
Texas
$10.8M +$371K +13,759 +4%
Norges Bank
19
Norges Bank
Norway
$9.96M -$1.08M -39,970 -10%
Federated Hermes
20
Federated Hermes
Pennsylvania
$9.25M +$4.18K +155 +0%
Invesco
21
Invesco
Georgia
$7.25M -$94.7K -3,512 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$6.25M +$3.65M +135,198 +155%
Victory Capital Management
23
Victory Capital Management
Texas
$5.75M -$1.77M -65,755 -24%
Ameriprise
24
Ameriprise
Minnesota
$5.63M -$75.4K -2,795 -1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$5.46M +$5.23K +194 +0.1%

TRMK Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2024, worth a combined $1.19B — up 1.8% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TRMK positions and 15 closed out — a net gain of 14 holders — while 63 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 211 institutional investors held Trustmark (TRMK) as of Q1 2024, up from 200 in Q4 2023.
  • Funds reported $1.19B of Trustmark stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 29 funds opened new Trustmark positions in Q1 2024 and 15 closed out, a net change of +14 holders.
  • The largest Trustmark buyer in Q1 2024 was Wellington Management Group, an estimated $11.9M added.
  • The largest Trustmark seller in Q1 2024 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.