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TREC

Trecora Resources

Delisted

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

63 hedge funds and large institutions have $110M invested in Trecora Resources in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

20% more capital invested

Capital invested by funds: $91.6M → $110M (+$17.9M)

5% less funds holding

Funds holding: 6663 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$41.3M +$251K +19,505 +0.7%
BFA
2
BlackRock Fund Advisors
California
$8.02M +$902K +70,158 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.73M +$542K +42,174 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.23M +$95.9K +7,459 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.17M -$168K -13,039 -4%
State Street
6
State Street
Massachusetts
$4.15M +$26.5K +2,058 +0.7%
Wells Fargo
7
Wells Fargo
California
$4.14M +$2.98M +232,098 +469%
BIT
8
BlackRock Institutional Trust
California
$3.1M +$65.9K +5,125 +2%
Northern Trust
9
Northern Trust
Illinois
$3.05M -$16.5K -1,281 -0.6%
KCM
10
Kennedy Capital Management
Missouri
$2.66M +$784K +60,987 +51%
WA
11
Wasatch Advisors
Utah
$2.06M
CCMLC
12
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.61M
RFC
13
Russell Frank Company
Washington
$1.5M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.48M +$143K +11,097 +12%
American Century Companies
15
American Century Companies
Missouri
$1.45M +$174K +13,528 +16%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.37M -$66.9K -5,200 -5%
BCM
17
Bridgeway Capital Management
Texas
$1.33M -$3.86K -300 -0.3%
GIP
18
Granite Investment Partners
California
$1.2M +$612K +47,594 +140%
TCIM
19
TIAA CREF Investment Management
New York
$1.18M -$67.3K -5,230 -6%
AG
20
Algert Global
California
$1.08M +$213K +16,591 +29%
OAM
21
Oxford Asset Management
United Kingdom
$921K -$29.6K -2,302 -4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$903K +$124K +9,654 +19%
BIM
23
BlackRock Investment Management
Delaware
$851K -$23.9K -1,857 -3%
Renaissance Technologies
24
Renaissance Technologies
New York
$723K +$229K +17,800 +57%
Morgan Stanley
25
Morgan Stanley
New York
$717K +$466K +36,206 +290%

TREC Hedge Fund Activity: Q4 2014 in Review

63 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q4 2014, worth a combined $110M — up 20% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TREC and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Wells Fargo, adding an estimated $2.98M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $3.26M sold.

  • 63 institutional investors held Trecora Resources (TREC) as of Q4 2014, down from 66 in Q3 2014.
  • Funds reported $110M of Trecora Resources stock for Q4 2014, up 20% quarter-over-quarter.
  • 7 funds opened new Trecora Resources positions in Q4 2014 and 9 closed out, a net change of -2 holders.
  • The largest Trecora Resources buyer in Q4 2014 was Wells Fargo, an estimated $2.98M added.
  • The largest Trecora Resources seller in Q4 2014 was McKinley Capital Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2014.