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TREC

Trecora Resources

Delisted

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

48 hedge funds and large institutions have $78.5M invested in Trecora Resources in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $79.8M → $78.5M (-$1.33M)

6% less funds holding

Funds holding: 5148 (-3)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $445K

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
20
Closed
7
Calls
$1K
Puts
$445K
Net Calls
-$444K
Net Calls Change
+$459K
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
1
Yacktman Asset Management
Texas
$13.8M +$154K +18,000 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.2M -$75.4K -8,836 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.01M -$210K -24,622 -2%
RA
4
Royce & Associates
New York
$8.34M -$85.3K -10,000 -1%
RCM
5
Rutabaga Capital Management
Massachusetts
$6.51M
CM
6
Capital Management
Virginia
$5.16M +$213K +24,915 +4%
FWSM
7
First Wilshire Securities Management
California
$3.98M +$40K +4,685 +1%
Franklin Resources
8
Franklin Resources
California
$3.63M
BA
9
Bard Associates
Illinois
$3.46M -$5.12K -600 -0.1%
BCM
10
Bridgeway Capital Management
Texas
$2.03M +$85.3K +10,000 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.43M -$232K -27,239 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.4M +$6.64K +779 +0.5%
Millennium Management
13
Millennium Management
New York
$1.26M -$71.3K -8,354 -5%
BlackRock
14
BlackRock
New York
$970K -$21.2K -2,485 -2%
MIM
15
Meros Investment Management
Texas
$819K -$1.57M -183,883 -65%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$688K +$333K +39,035 +92%
State Street
17
State Street
Massachusetts
$625K +$18.5K +2,171 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$555K -$13K -1,527 -2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$471K -$318K -37,334 -40%
RI
20
Ridgewood Investments
New Jersey
$414K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$387K
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
$358K -$31.8K -3,725 -8%
Northern Trust
23
Northern Trust
Illinois
$331K -$10.8K -1,263 -3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$253K -$136K -15,900 -35%
FPTW
25
Franklin, Parlapiano, Turner & Welch
Texas
$242K

TREC Hedge Fund Activity: Q1 2022 in Review

48 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Trecora Resources (TREC) for Q1 2022, worth a combined $78.5M — down 1.7% from $79.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TREC and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was First Eagle Investment Management, adding an estimated $333K. The largest seller was Acuitas Investments, exiting entirely with an estimated $2.27M sold.

  • 48 institutional investors held Trecora Resources (TREC) as of Q1 2022, down from 51 in Q4 2021.
  • Funds reported $78.5M of Trecora Resources stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 4 funds opened new Trecora Resources positions in Q1 2022 and 7 closed out, a net change of -3 holders.
  • The largest Trecora Resources buyer in Q1 2022 was First Eagle Investment Management, an estimated $333K added.
  • The largest Trecora Resources seller in Q1 2022 was Acuitas Investments, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2022.