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TREC

Trecora Resources

Delisted

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

62 hedge funds and large institutions have $78.1M invested in Trecora Resources in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 6462 (-2)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

15% less capital invested

Capital invested by funds: $92.4M → $78.1M (-$14.3M)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.2M +$302K +47,500 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.04M -$359K -56,569 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.33M +$231K +36,327 +3%
BlackRock
4
BlackRock
New York
$7.16M +$105K +16,539 +1%
RA
5
Royce & Associates
New York
$7.08M +$277K +43,529 +4%
RCM
6
Rutabaga Capital Management
Massachusetts
$4.5M +$485K +76,326 +11%
TCM
7
Tieton Capital Management
Washington
$3.28M -$105K -16,580 -3%
State Street
8
State Street
Massachusetts
$2.5M +$30.5K +4,805 +1%
UIC
9
Uniplan Investment Counsel
Wisconsin
$2.01M +$295K +46,361 +16%
Northern Trust
10
Northern Trust
Illinois
$1.51M +$92.9K +14,624 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.44M +$38.7K +6,087 +3%
2L
12
22NW LP
Washington
$1.43M +$807K +127,056 +112%
YAM
13
Yacktman Asset Management
Texas
$1.28M +$1.37M +215,000 New
BCM
14
Bridgeway Capital Management
Texas
$959K -$77.5K -12,200 -7%
BCM
15
Brigade Capital Management
New York
$766K
PCM
16
Perritt Capital Management
Illinois
$652K -$94.8K -14,916 -12%
Renaissance Technologies
17
Renaissance Technologies
New York
$609K -$43.8K -6,900 -6%
BA
18
Bard Associates
Illinois
$590K +$49.8K +7,846 +9%
N
19
Nuveen
North Carolina
$547K -$69.8K -10,983 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$505K +$9.48K +1,492 +2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$453K -$71.7K -11,285 -13%
Charles Schwab
22
Charles Schwab
California
$343K +$3.79K +596 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$289K -$185K -29,187 -38%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$285K -$7.88K -1,240 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$284K -$19.7K -3,100 -6%

TREC Hedge Fund Activity: Q1 2020 in Review

62 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q1 2020, worth a combined $78.1M — down 15% from $92.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TREC and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 21 added.

The largest buyer was Yacktman Asset Management, opening a new position worth an estimated $1.37M. The largest seller was Monarch Partners Asset Management, exiting entirely with an estimated $516K sold.

  • 62 institutional investors held Trecora Resources (TREC) as of Q1 2020, down from 64 in Q4 2019.
  • Funds reported $78.1M of Trecora Resources stock for Q1 2020, down 15% quarter-over-quarter.
  • 10 funds opened new Trecora Resources positions in Q1 2020 and 11 closed out, a net change of -1 holder.
  • The largest Trecora Resources buyer in Q1 2020 was Yacktman Asset Management, an estimated $1.37M added.
  • The largest Trecora Resources seller in Q1 2020 was Monarch Partners Asset Management, an estimated $516K sold.

Based on aggregated 13F filings for Q1 2020.