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Trustmark

243 hedge funds and large institutions have $1.56B invested in Trustmark in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,879% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $123K

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

13% more capital invested

Capital invested by funds: $1.38B → $1.56B (+$177M)

3% more funds holding

Funds holding: 237243 (+6)

1.11% more ownership

Funds ownership: 71.08%72.2% (+1.1%)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
85
Reduced
72
Closed
23
Calls
$3.66M
Puts
$123K
Net Calls
+$3.54M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$1.82M +50,376 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236M +$1.09M +30,057 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$145M -$27.5K -762 -0%
State Street
4
State Street
Massachusetts
$119M +$9.77M +270,766 +9%
EARNEST Partners
5
EARNEST Partners
Georgia
$117M -$874K -24,201 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$87.5M +$40.3M +1,115,708 +82%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.2M -$559K -15,482 -1%
Charles Schwab
8
Charles Schwab
California
$31.6M +$241K +6,683 +0.8%
Northern Trust
9
Northern Trust
Illinois
$28.6M +$1.39M +38,594 +5%
American Century Companies
10
American Century Companies
Missouri
$26.2M -$8.35M -231,341 -24%
Invesco
11
Invesco
Georgia
$21.2M +$400K +11,081 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$20.9M -$254K -7,037 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$19.2M -$2.99M -82,957 -13%
Morgan Stanley
14
Morgan Stanley
New York
$18.4M -$12.2M -337,011 -39%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$17.4M -$1.2M -33,347 -6%
Goldman Sachs
16
Goldman Sachs
New York
$14.2M +$4.51M +124,866 +45%
Verition Fund Management
17
Verition Fund Management
Connecticut
$13.2M -$14.6M -405,182 -52%
Fisher Asset Management
18
Fisher Asset Management
Washington
$12.9M -$1.26M -34,895 -9%
Federated Hermes
19
Federated Hermes
Pennsylvania
$12M +$355K +9,832 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$12M +$7.82M +216,706 +176%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$10.6M +$6.1M +169,011 +130%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.37M +$342K +9,475 +5%
CCMG
23
Clark Capital Management Group
Pennsylvania
$7.23M +$1.74M +48,139 +31%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$6.54M -$11.2K -309 -0.2%
Millennium Management
25
Millennium Management
New York
$6.22M +$3.35M +92,890 +112%

TRMK Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q4 2024, worth a combined $1.56B — up 13% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TRMK positions and 23 closed out — a net gain of 7 holders — while 85 added to existing stakes and 72 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was Verition Fund Management, cutting an estimated $14.6M.

  • 243 institutional investors held Trustmark (TRMK) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.56B of Trustmark stock for Q4 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Trustmark positions in Q4 2024 and 23 closed out, a net change of +7 holders.
  • The largest Trustmark buyer in Q4 2024 was Wellington Management Group, an estimated $40.3M added.
  • The largest Trustmark seller in Q4 2024 was Verition Fund Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2024.