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TREC

Trecora Resources

Delisted

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

59 hedge funds and large institutions have $109M invested in Trecora Resources in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 5659 (+3)

3% less capital invested

Capital invested by funds: $113M → $109M (-$3.04M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
29
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$431K +$385 +42 +0.1%
JP Morgan Chase
27
JP Morgan Chase
New York
$405K +$257K +28,010 +166%
Wells Fargo
28
Wells Fargo
California
$333K +$19.7K +2,146 +6%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$304K +$24.7K +2,691 +9%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$296K
RI
31
Ridgewood Investments
New Jersey
$230K +$9.21K +1,005 +4%
BFM
32
Boothbay Fund Management
New York
$221K +$46.3K +5,046 +26%
WG
33
Winton Group
United Kingdom
$198K +$202K +21,994 New
UA
34
Unison Advisors
District of Columbia
$196K
OPERF
35
Oregon Public Employees Retirement Fund
Oregon
$189K -$523K -57,057 -73%
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$184K
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$175K
Millennium Management
38
Millennium Management
New York
$167K +$170K +18,591 New
UBS Group
39
UBS Group
Switzerland
$162K +$137K +14,950 +488%
AllianceBernstein
40
AllianceBernstein
Tennessee
$152K +$15.6K +1,700 +11%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130K
Goldman Sachs
42
Goldman Sachs
New York
$125K +$127K +13,814 New
AIG
43
American International Group
New York
$122K -$862 -94 -0.7%
Bank of America
44
Bank of America
North Carolina
$108K +$1.45K +158 +1%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$102K +$103K +11,230 New
Barclays
46
Barclays
United Kingdom
$98K -$30.6K -3,341 -24%
Morgan Stanley
47
Morgan Stanley
New York
$71K +$46.9K +5,112 +184%
Deutsche Bank
48
Deutsche Bank
Germany
$51K -$96.4K -10,516 -65%
Legal & General Group
49
Legal & General Group
United Kingdom
$50K +$20.9K +2,280 +70%
AG
50
Advisor Group
Arizona
$48K

TREC Hedge Fund Activity: Q3 2019 in Review

59 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q3 2019, worth a combined $109M — down 2.7% from $113M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TREC positions and 5 closed out — a net gain of 3 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.95M. The largest seller was Perritt Capital Management, cutting an estimated $938K.

  • 59 institutional investors held Trecora Resources (TREC) as of Q3 2019, up from 56 in Q2 2019.
  • Funds reported $109M of Trecora Resources stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 8 funds opened new Trecora Resources positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest Trecora Resources buyer in Q3 2019 was Royce & Associates, an estimated $1.95M added.
  • The largest Trecora Resources seller in Q3 2019 was Perritt Capital Management, an estimated $938K sold.

Based on aggregated 13F filings for Q3 2019.