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TREC

Trecora Resources

Delisted

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

59 hedge funds and large institutions have $96.5M invested in Trecora Resources in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $102M → $96.5M (-$5.25M)

6% less funds holding

Funds holding: 6359 (-4)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.16M

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
26
Closed
18
Calls
Puts
$1.16M
Net Calls
-$1.16M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.1M -$3.97M -493,101 -21%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11M +$482K +59,955 +5%
YAM
3
Yacktman Asset Management
Texas
$9.42M +$1.48M +183,900 +19%
RA
4
Royce & Associates
New York
$8.49M -$351K -43,700 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.46M -$477K -59,264 -6%
RCM
6
Rutabaga Capital Management
Massachusetts
$7.06M +$513K +63,731 +8%
FWSM
7
First Wilshire Securities Management
California
$3.9M -$468K -58,168 -11%
CM
8
Capital Management
Virginia
$3.61M +$3.49M +433,501 New
Franklin Resources
9
Franklin Resources
California
$3.57M +$2.15M +267,018 +165%
BA
10
Bard Associates
Illinois
$3.45M +$83.1K +10,335 +3%
TCM
11
Tieton Capital Management
Washington
$3.31M -$5.23K -650 -0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.62M +$840K +104,434 +50%
Millennium Management
13
Millennium Management
New York
$2.27M +$2.19M +272,319 New
BCM
14
Bridgeway Capital Management
Texas
$1.91M -$16.9K -2,100 -0.9%
AI
15
Acuitas Investments
Washington
$1.73M +$626K +77,794 +60%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.38M -$1.3M -161,427 -49%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.33M +$289K +35,900 +29%
BlackRock
18
BlackRock
New York
$1.01M -$9.66M -1,201,592 -91%
E
19
Ergoteles
New York
$800K +$773K +96,151 New
Goldman Sachs
20
Goldman Sachs
New York
$473K -$112K -13,961 -20%
HF
21
HRT Financial
New York
$446K +$432K +53,700 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$431K +$29.7K +3,698 +8%
SFI
23
Susquehanna Fundamental Investments
Pennsylvania
$430K +$416K +51,700 New
Northern Trust
24
Northern Trust
Illinois
$402K -$1.53M -190,669 -80%
RI
25
Ridgewood Investments
New Jersey
$363K +$32.2K +4,000 +10%

TREC Hedge Fund Activity: Q2 2021 in Review

59 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q2 2021, worth a combined $96.5M — down 5.2% from $102M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TREC and 14 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 18 added.

The largest buyer was Capital Management, opening a new position worth an estimated $3.49M. The largest seller was BlackRock, cutting an estimated $9.66M.

  • 59 institutional investors held Trecora Resources (TREC) as of Q2 2021, down from 63 in Q1 2021.
  • Funds reported $96.5M of Trecora Resources stock for Q2 2021, down 5.2% quarter-over-quarter.
  • 14 funds opened new Trecora Resources positions in Q2 2021 and 18 closed out, a net change of -4 holders.
  • The largest Trecora Resources buyer in Q2 2021 was Capital Management, an estimated $3.49M added.
  • The largest Trecora Resources seller in Q2 2021 was BlackRock, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2021.