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Trustmark

237 hedge funds and large institutions have $1.38B invested in Trustmark in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,158% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $60K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$89.8M)

6% more funds holding

Funds holding: 223237 (+14)

0.63% more ownership

Funds ownership: 70.45%71.08% (+0.63%)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

Holders
237
Holders Change
+14
Holders Change %
+6.28%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
71
Reduced
84
Closed
15
Calls
$8.55M
Puts
$60K
Net Calls
+$8.49M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M +$3.52M +109,336 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M -$144K -4,489 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$130M +$1.51M +47,058 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$106M -$3.42M -106,390 -3%
State Street
5
State Street
Massachusetts
$98.4M +$787K +24,450 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$46.5M +$503K +15,627 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$43.2M +$10.7M +333,390 +33%
American Century Companies
8
American Century Companies
Missouri
$30.9M -$470K -14,616 -1%
Charles Schwab
9
Charles Schwab
California
$28.3M -$602K -18,714 -2%
Morgan Stanley
10
Morgan Stanley
New York
$27.3M +$5.65M +175,735 +26%
Verition Fund Management
11
Verition Fund Management
Connecticut
$24.8M +$4.14M +128,834 +20%
Northern Trust
12
Northern Trust
Illinois
$24.5M -$53.6K -1,667 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$19.9M -$1.9M -58,951 -9%
Principal Financial Group
14
Principal Financial Group
Iowa
$19.1M +$1.22M +37,989 +7%
Invesco
15
Invesco
Georgia
$18.7M +$4.64M +144,236 +33%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$16.7M -$689K -21,402 -4%
Fisher Asset Management
17
Fisher Asset Management
Washington
$12.7M -$455K -14,131 -3%
BCM
18
Bridgeway Capital Management
Texas
$12.2M -$472K -14,660 -4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$11.9M +$1.59M +49,483 +15%
Federated Hermes
20
Federated Hermes
Pennsylvania
$10.5M +$24.6K +764 +0.2%
Goldman Sachs
21
Goldman Sachs
New York
$8.81M +$2.4M +74,565 +37%
Norges Bank
22
Norges Bank
Norway
$7.8M -$1.46M -45,246 -16%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.33M -$16.9K -526 -0.3%
EF
24
Empowered Funds
Pennsylvania
$6.25M +$10.9K +340 +0.2%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$5.89M -$218K -6,763 -4%

TRMK Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q3 2024, worth a combined $1.38B — up 6.9% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 15 closed out — a net gain of 16 holders — while 71 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.7M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $10.4M sold.

  • 237 institutional investors held Trustmark (TRMK) as of Q3 2024, up from 223 in Q2 2024.
  • Funds reported $1.38B of Trustmark stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Trustmark buyer in Q3 2024 was Wellington Management Group, an estimated $10.7M added.
  • The largest Trustmark seller in Q3 2024 was Stieven Capital Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.