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TREC

Trecora Resources

Delisted

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

65 hedge funds and large institutions have $85M invested in Trecora Resources in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $78.1M → $85M (+$6.86M)

5% more funds holding

Funds holding: 6265 (+3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
19
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
$21.7M +$342K +61,208 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.99M -$484K -86,513 -6%
RA
3
Royce & Associates
New York
$7.8M +$308K +55,043 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.77M +$39.3K +7,039 +0.6%
BlackRock
5
BlackRock
New York
$7.63M +$74.6K +13,347 +1%
RCM
6
Rutabaga Capital Management
Massachusetts
$4.21M -$473K -84,582 -11%
TCM
7
Tieton Capital Management
Washington
$3.12M -$297K -53,099 -10%
State Street
8
State Street
Massachusetts
$2.58M -$40.2K -7,193 -2%
YAM
9
Yacktman Asset Management
Texas
$2.25M +$799K +143,000 +67%
UIC
10
Uniplan Investment Counsel
Wisconsin
$2.05M -$58.7K -10,501 -3%
2L
11
22NW LP
Washington
$2M +$437K +78,159 +32%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.84M +$284K +50,761 +21%
Northern Trust
13
Northern Trust
Illinois
$1.77M +$155K +27,725 +11%
BCM
14
Bridgeway Capital Management
Texas
$921K -$79.7K -14,259 -9%
FWSM
15
First Wilshire Securities Management
California
$815K +$727K +130,000 New
Renaissance Technologies
16
Renaissance Technologies
New York
$795K +$136K +24,364 +24%
BCM
17
Brigade Capital Management
New York
$773K -$45.6K -8,166 -6%
WCM
18
Wedge Capital Management
North Carolina
$659K +$428K +76,481 +268%
BA
19
Bard Associates
Illinois
$582K -$34.9K -6,250 -6%
PCM
20
Perritt Capital Management
Illinois
$561K -$113K -20,141 -18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$553K +$18.4K +3,293 +4%
N
22
Nuveen
North Carolina
$504K -$65.3K -11,673 -13%
Charles Schwab
23
Charles Schwab
California
$390K +$26.2K +4,695 +8%
Wells Fargo
24
Wells Fargo
California
$390K +$79.9K +14,302 +30%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$346K +$41.6K +7,439 +16%

TREC Hedge Fund Activity: Q2 2020 in Review

65 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q2 2020, worth a combined $85M — up 8.8% from $78.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TREC positions and 5 closed out — a net gain of 4 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Yacktman Asset Management, adding an estimated $799K. The largest seller was Vanguard Group, cutting an estimated $484K.

  • 65 institutional investors held Trecora Resources (TREC) as of Q2 2020, up from 62 in Q1 2020.
  • Funds reported $85M of Trecora Resources stock for Q2 2020, up 8.8% quarter-over-quarter.
  • 9 funds opened new Trecora Resources positions in Q2 2020 and 5 closed out, a net change of +4 holders.
  • The largest Trecora Resources buyer in Q2 2020 was Yacktman Asset Management, an estimated $799K added.
  • The largest Trecora Resources seller in Q2 2020 was Vanguard Group, an estimated $484K sold.

Based on aggregated 13F filings for Q2 2020.