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TREC

Trecora Resources

Delisted

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

64 hedge funds and large institutions have $92.4M invested in Trecora Resources in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

8% more funds holding

Funds holding: 5964 (+5)

16% less capital invested

Capital invested by funds: $109M → $92.4M (-$17.1M)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24M +$1.32M +161,900 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M +$4.4M +538,106 +52%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.55M +$68K +8,318 +0.7%
BlackRock
4
BlackRock
New York
$8.48M +$123K +14,991 +1%
RA
5
Royce & Associates
New York
$8.19M +$1.06M +129,972 +13%
RCM
6
Rutabaga Capital Management
Massachusetts
$4.86M +$941K +115,054 +20%
TCM
7
Tieton Capital Management
Washington
$4.06M +$316K +38,597 +7%
State Street
8
State Street
Massachusetts
$2.96M +$132K +16,166 +4%
UIC
9
Uniplan Investment Counsel
Wisconsin
$2.08M +$15.3K +1,871 +0.6%
Northern Trust
10
Northern Trust
Illinois
$1.71M -$68.4K -8,363 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.69M +$15K +1,836 +0.8%
BCM
12
Bridgeway Capital Management
Texas
$1.24M +$609K +74,500 +75%
BCM
13
Brigade Capital Management
New York
$940K -$4.57M -558,556 -81%
PCM
14
Perritt Capital Management
Illinois
$891K -$202K -24,706 -17%
2L
15
22NW LP
Washington
$814K +$931K +113,850 New
Renaissance Technologies
16
Renaissance Technologies
New York
$781K +$266K +32,500 +42%
N
17
Nuveen
North Carolina
$736K +$179K +21,913 +27%
BA
18
Bard Associates
Illinois
$653K -$7.56K -925 -1%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$625K +$130K +15,937 +22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$596K -$52K -6,362 -7%
WCM
21
Wedge Capital Management
North Carolina
$560K +$641K +78,377 New
JP Morgan Chase
22
JP Morgan Chase
New York
$556K +$269K +32,884 +73%
MPAM
23
Monarch Partners Asset Management
Massachusetts
$516K
Charles Schwab
24
Charles Schwab
California
$407K
Millennium Management
25
Millennium Management
New York
$403K +$309K +37,800 +203%

TREC Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q4 2019, worth a combined $92.4M — down 16% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TREC positions and 5 closed out — a net gain of 5 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.4M. The largest seller was Brigade Capital Management, cutting an estimated $4.57M.

  • 64 institutional investors held Trecora Resources (TREC) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $92.4M of Trecora Resources stock for Q4 2019, down 16% quarter-over-quarter.
  • 10 funds opened new Trecora Resources positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest Trecora Resources buyer in Q4 2019 was Vanguard Group, an estimated $4.4M added.
  • The largest Trecora Resources seller in Q4 2019 was Brigade Capital Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2019.