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Trustmark

223 hedge funds and large institutions have $1.29B invested in Trustmark in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.19B → $1.29B (+$104M)

6% more funds holding

Funds holding: 211223 (+12)

1.03% more ownership

Funds ownership: 69.42%70.45% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
71
Reduced
68
Closed
24
Calls
$379K
Puts
Net Calls
+$379K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$265M -$4.78M -166,359 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M -$1.22M -42,588 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$122M +$1.85M +64,334 +2%
EARNEST Partners
4
EARNEST Partners
Georgia
$103M +$2.94M +102,268 +3%
State Street
5
State Street
Massachusetts
$92.1M +$2.16M +75,132 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$43.4M +$1.23M +42,863 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$30.7M +$3.75M +130,726 +15%
American Century Companies
8
American Century Companies
Missouri
$29.6M +$5.72M +199,245 +25%
Charles Schwab
9
Charles Schwab
California
$27.2M -$261K -9,102 -1%
Northern Trust
10
Northern Trust
Illinois
$23.2M -$515K -17,936 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.6M +$77.9K +2,714 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$20.5M +$669K +23,299 +4%
Verition Fund Management
13
Verition Fund Management
Connecticut
$19.5M +$1.37M +47,723 +8%
Principal Financial Group
14
Principal Financial Group
Iowa
$16.9M -$433K -15,077 -3%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$16.4M -$799K -27,842 -5%
Invesco
16
Invesco
Georgia
$13.3M +$5.33M +185,664 +72%
Fisher Asset Management
17
Fisher Asset Management
Washington
$12.4M +$172K +5,990 +1%
BCM
18
Bridgeway Capital Management
Texas
$11.9M +$403K +14,040 +4%
SCA
19
Stieven Capital Advisors
Missouri
$10.4M -$4.48M -156,193 -31%
Federated Hermes
20
Federated Hermes
Pennsylvania
$9.89M +$1.29K +45 +0%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$9.75M +$2.94M +102,515 +46%
Norges Bank
22
Norges Bank
Norway
$8.72M -$1.84M -64,046 -18%
Goldman Sachs
23
Goldman Sachs
New York
$6.07M +$630K +21,950 +12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.99M +$420K +14,630 +8%
EF
25
Empowered Funds
Pennsylvania
$5.89M +$403K +14,040 +8%

TRMK Hedge Fund Activity: Q2 2024 in Review

223 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2024, worth a combined $1.29B — up 8.7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRMK positions and 24 closed out — a net gain of 13 holders — while 71 added to existing stakes and 68 trimmed.

The largest buyer was American Century Companies, adding an estimated $5.72M. The largest seller was Victory Capital Management, cutting an estimated $5.08M.

  • 223 institutional investors held Trustmark (TRMK) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $1.29B of Trustmark stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 37 funds opened new Trustmark positions in Q2 2024 and 24 closed out, a net change of +13 holders.
  • The largest Trustmark buyer in Q2 2024 was American Century Companies, an estimated $5.72M added.
  • The largest Trustmark seller in Q2 2024 was Victory Capital Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2024.