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281 hedge funds and large institutions have $2.84B invested in Trex in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 10

142% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $3.38M

24% more funds holding

Funds holding: 226281 (+55)

19% more capital invested

Capital invested by funds: $2.39B → $2.84B (+$449M)

3.16% more ownership

Funds ownership: 361.56%364.72% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
281
Holders Change
+55
Holders Change %
+24.34%
% of All Funds
6.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
65
Increased
68
Reduced
103
Closed
10
Calls
$8.17M
Puts
$3.38M
Net Calls
+$4.79M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
251
WhitTier Trust Company
Nevada
$21K
BAM
252
Barrett Asset Management
New York
$18K
APA
253
American Portfolios Advisors
New York
$16.3K +$15.3K +600 New
AP
254
Advisors Preferred
Maryland
$16K -$58.2K -2,288 -79%
PK
255
Pflug Koory
Nebraska
$16K
Federated Hermes
256
Federated Hermes
Pennsylvania
$13K +$5.7K +224 +92%
GWS
257
Glassman Wealth Services
Virginia
$11K
LWA
258
Lenox Wealth Advisors
New York
$11K +$10.2K +400 New
RWA
259
Ropes Wealth Advisors
Massachusetts
$10K
PHK
260
Point72 Hong Kong
Hong Kong
$10K +$9.27K +364 New
RA
261
Royce & Associates
New York
$10K +$9.27K +364 New
IA
262
IFP Advisors
Florida
$9K -$16.4K -644 -67%
TL
263
TrueWealth LLC
Georgia
$6K +$5.4K +212 New
SPIA
264
Steward Partners Investment Advisory
New York
$5K +$5.29K +208 New
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.63K +64 +64%
BBHC
266
Brown Brothers Harriman & Co
New York
$4K +$4.07K +160 New
VFA
267
Valeo Financial Advisors
Indiana
$3K
VCM
268
Versant Capital Management
Arizona
$3K
WWMSC
269
Wagner Wealth Management (South Carolina)
South Carolina
$3K
TCOV
270
Trust Company of Vermont
Vermont
$3K +$2.85K +112 New
FMA
271
FNY Managed Accounts
New York
$3K +$3.16K +124 New
CIM
272
Contravisory Investment Management
Massachusetts
$2K
QCG
273
Quadrant Capital Group
Ohio
$2K
AssetMark Inc
274
AssetMark Inc
California
$2K +$1.02K +40 +200%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$1.41K +$1.32K +52 New

TREX Hedge Fund Activity: Q4 2017 in Review

281 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q4 2017, worth a combined $2.84B — up 19% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TREX positions and 10 closed out — a net gain of 55 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $24.8M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $18.6M sold.

  • 281 institutional investors held Trex (TREX) as of Q4 2017, up from 226 in Q3 2017.
  • Funds reported $2.84B of Trex stock for Q4 2017, up 19% quarter-over-quarter.
  • 65 funds opened new Trex positions in Q4 2017 and 10 closed out, a net change of +55 holders.
  • The largest Trex buyer in Q4 2017 was Fidelity Investments, an estimated $24.8M added.
  • The largest Trex seller in Q4 2017 was Nan Shan Life Insurance, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2017.