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TREC

Trecora Resources

Delisted

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

64 hedge funds and large institutions have $105M invested in Trecora Resources in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

4% less funds holding

Funds holding: 6764 (-3)

15% less capital invested

Capital invested by funds: $125M → $105M (-$19.1M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
22
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
$33.7M -$2.16M -158,253 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.93M +$304K +22,304 +4%
BFA
3
BlackRock Fund Advisors
California
$6.5M -$184K -13,465 -3%
Wells Fargo
4
Wells Fargo
California
$6.23M +$390K +28,581 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.18M +$515K +37,784 +8%
RA
6
Royce & Associates
New York
$3.87M
State Street
7
State Street
Massachusetts
$3.68M -$107K -7,870 -3%
HRCM
8
Hawk Ridge Capital Management
California
$3.25M +$2.76M +202,576 +342%
PCM
9
Perritt Capital Management
Illinois
$2.84M +$546K +40,032 +21%
Northern Trust
10
Northern Trust
Illinois
$2.62M +$157K +11,471 +6%
KCM
11
Kennedy Capital Management
Missouri
$2.39M -$43K -3,152 -2%
BIT
12
BlackRock Institutional Trust
California
$2.13M +$102K +7,440 +5%
ACM
13
Argent Capital Management
Missouri
$1.77M +$874K +64,090 +81%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.49M +$16.1K +1,178 +1%
BA
15
Bard Associates
Illinois
$1.48M -$14.7K -1,075 -0.9%
CCA
16
Catalyst Capital Advisors
New York
$1.44M +$1.5M +110,000 +1,833%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.41M +$244K +17,900 +19%
WA
18
Wasatch Advisors
Utah
$1.38M -$207K -15,190 -12%
TCIM
19
TIAA CREF Investment Management
New York
$1.23M
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.16M -$27.3K -2,000 -2%
CCMLC
21
Cardinal Capital Management LLC (Connecticut)
Connecticut
$986K -$408K -29,900 -27%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$893K -$245K -17,978 -20%
BIM
23
BlackRock Investment Management
Delaware
$877K -$23.4K -1,715 -2%
WCM
24
Wedge Capital Management
North Carolina
$876K +$326K +23,900 +51%
RFC
25
Russell Frank Company
Washington
$818K -$658K -48,255 -42%

TREC Hedge Fund Activity: Q3 2015 in Review

64 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q3 2015, worth a combined $105M — down 15% from $125M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TREC and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Hawk Ridge Capital Management, adding an estimated $2.76M. The largest seller was Wellington Management Group, cutting an estimated $2.16M.

  • 64 institutional investors held Trecora Resources (TREC) as of Q3 2015, down from 67 in Q2 2015.
  • Funds reported $105M of Trecora Resources stock for Q3 2015, down 15% quarter-over-quarter.
  • 6 funds opened new Trecora Resources positions in Q3 2015 and 9 closed out, a net change of -3 holders.
  • The largest Trecora Resources buyer in Q3 2015 was Hawk Ridge Capital Management, an estimated $2.76M added.
  • The largest Trecora Resources seller in Q3 2015 was Wellington Management Group, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2015.