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TREC

Trecora Resources

Delisted

TREC was delisted on the 24th of June, 2022.

54 hedge funds and large institutions have $99.4M invested in Trecora Resources in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $92.9M → $99.4M (+$6.49M)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

7% less funds holding

Funds holding: 5854 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
18
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$341K +$3.75K +420 +1%
Wells Fargo
27
Wells Fargo
California
$325K +$32.9K +3,690 +12%
TA
28
Teachers Advisors
New York
$306K
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$298K +$39K +4,376 +15%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$288K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$277K +$6.46K +724 +2%
Deutsche Bank
32
Deutsche Bank
Germany
$233K -$15.7K -1,758 -6%
UA
33
Unison Advisors
District of Columbia
$197K
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$185K
BFM
35
Boothbay Fund Management
New York
$177K
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$176K -$22.3K -2,500 -11%
RI
37
Ridgewood Investments
New Jersey
$164K +$161K +18,036 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$146K +$8.92K +1,000 +7%
AIG
39
American International Group
New York
$120K -$3.82K -428 -3%
Bank of America
40
Bank of America
North Carolina
$75K -$52.5K -5,882 -42%
Barclays
41
Barclays
United Kingdom
$57K +$51.3K +5,746 +954%
Morgan Stanley
42
Morgan Stanley
New York
$51K -$253K -28,393 -83%
AG
43
Advisor Group
Arizona
$48K
JP Morgan Chase
44
JP Morgan Chase
New York
$46K -$148K -16,536 -77%
Citigroup
45
Citigroup
New York
$46K -$3.89K -436 -8%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$39.5K +$32.3K +3,622 +504%
Legal & General Group
47
Legal & General Group
United Kingdom
$30K
AIP
48
Ameritas Investment Partners
Nebraska
$16K
TRCT
49
Tower Research Capital (TRC)
New York
$15K -$21.5K -2,405 -59%
UBS Group
50
UBS Group
Switzerland
$14K -$84.6K -9,486 -86%

TREC Hedge Fund Activity: Q1 2019 in Review

54 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q1 2019, worth a combined $99.4M — up 7% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TREC and 2 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 18 added.

The largest buyer was Wellington Management Group, adding an estimated $3.13M. The largest seller was Cadence Capital Management, exiting entirely with an estimated $2.3M sold.

  • 54 institutional investors held Trecora Resources (TREC) as of Q1 2019, down from 58 in Q4 2018.
  • Funds reported $99.4M of Trecora Resources stock for Q1 2019, up 7% quarter-over-quarter.
  • 2 funds opened new Trecora Resources positions in Q1 2019 and 5 closed out, a net change of -3 holders.
  • The largest Trecora Resources buyer in Q1 2019 was Wellington Management Group, an estimated $3.13M added.
  • The largest Trecora Resources seller in Q1 2019 was Cadence Capital Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q1 2019.