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TREC

Trecora Resources

Delisted

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

63 hedge funds and large institutions have $163M invested in Trecora Resources in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6463 (-1)

7% less capital invested

Capital invested by funds: $176M → $163M (-$13.2M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$37.7M -$7.64M -539,663 -17%
LP
2
Luzich Partners
Nevada
$16.5M +$28.3K +2,000 +0.2%
BlackRock
3
BlackRock
New York
$14.9M +$144K +10,195 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.7M +$1.11M +78,315 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.5M +$923K +65,188 +7%
RA
6
Royce & Associates
New York
$7.21M -$42.5K -3,000 -0.6%
BCM
7
Brigade Capital Management
New York
$7.21M -$388K -27,384 -5%
RCM
8
Rutabaga Capital Management
Massachusetts
$5.86M -$537K -37,900 -8%
State Street
9
State Street
Massachusetts
$5.4M +$278K +19,643 +5%
PCM
10
Perritt Capital Management
Illinois
$4.32M
TCM
11
Tieton Capital Management
Washington
$4.01M -$53.9K -3,810 -1%
UIC
12
Uniplan Investment Counsel
Wisconsin
$3.67M +$3.72M +262,525 New
Northern Trust
13
Northern Trust
Illinois
$3.43M +$151K +10,635 +5%
CCM
14
Cadence Capital Management
Massachusetts
$2.98M +$476K +33,608 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.39M +$126K +8,872 +5%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.72M -$261K -18,400 -13%
BA
17
Bard Associates
Illinois
$1.5M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.19M +$89.9K +6,352 +8%
WCM
19
Wedge Capital Management
North Carolina
$1.12M
BCM
20
Bridgeway Capital Management
Texas
$1.06M
Wells Fargo
21
Wells Fargo
California
$1.03M +$20.7K +1,463 +2%
CM
22
Crestline Management
Texas
$1.01M +$337K +23,778 +49%
WC
23
Wynnefield Capital
New York
$980K
MPAM
24
Monarch Partners Asset Management
Massachusetts
$861K -$110K -7,740 -11%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$682K

TREC Hedge Fund Activity: Q3 2018 in Review

63 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q3 2018, worth a combined $163M — down 7.5% from $176M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TREC and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $3.72M. The largest seller was Wellington Management Group, cutting an estimated $7.64M.

  • 63 institutional investors held Trecora Resources (TREC) as of Q3 2018, down from 64 in Q2 2018.
  • Funds reported $163M of Trecora Resources stock for Q3 2018, down 7.5% quarter-over-quarter.
  • 5 funds opened new Trecora Resources positions in Q3 2018 and 6 closed out, a net change of -1 holder.
  • The largest Trecora Resources buyer in Q3 2018 was Uniplan Investment Counsel, an estimated $3.72M added.
  • The largest Trecora Resources seller in Q3 2018 was Wellington Management Group, an estimated $7.64M sold.

Based on aggregated 13F filings for Q3 2018.