We are live on ! Find out more

455 hedge funds and large institutions have $6.96B invested in Trex in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 155 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

55% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $15.1M

37% more capital invested

Capital invested by funds: $5.09B → $6.96B (+$1.86B)

7% more funds holding

Funds holding: 427455 (+28)

1.39% more ownership

Funds ownership: 96.16%97.56% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 147

Holders
455
Holders Change
+28
Holders Change %
+6.56%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
79
Increased
155
Reduced
147
Closed
49
Calls
$23.3M
Puts
$15.1M
Net Calls
+$8.25M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
376
TD Private Client Wealth
New York
$82.1K -$13.4K -240 -16%
SOW
377
State of Wyoming
Wyoming
$80.2K +$13.8K +248 +25%
HF
378
Halpern Financial
Virginia
$72.1K
GIA
379
GHP Investment Advisors
Colorado
$59.6K -$1.23K -22 -3%
PPC
380
Park Place Capital
Alabama
$58.4K -$3.85K -69 -7%
IPW
381
Impact Partnership Wealth
Georgia
$57.7K +$49.1K +880 New
AF
382
Allworth Financial
California
$56.1K +$335 +6 +0.7%
HWA
383
HHM Wealth Advisors
Tennessee
$52.4K
LC
384
Lindbrook Capital
California
$51.9K +$2.57K +46 +6%
WTC
385
WhitTier Trust Company
Nevada
$50.3K
EWA
386
EverSource Wealth Advisors
Alabama
$50K -$1.56K -28 -4%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$46K +$502 +9 +1%
Lazard Asset Management
388
Lazard Asset Management
New York
$45K
TWM
389
Tradition Wealth Management
Minnesota
$45K +$279 +5 +0.7%
PA
390
Parallel Advisors
California
$45K +$4.8K +86 +14%
S
391
SignatureFD
Georgia
$40.1K +$3.52K +63 +11%
WWP
392
WR Wealth Planners
Missouri
$38.2K -$8.65K -155 -21%
CG
393
Cutler Group
California
$32K +$27.9K +500 New
HFS
394
Hantz Financial Services
Michigan
$31K +$1.12K +20 +4%
GWS
395
Glassman Wealth Services
Virginia
$29K
NA
396
NewEdge Advisors
Louisiana
$29K
HPC
397
HM Payson & Co
Maine
$26.2K -$5.58K -100 -20%
WT
398
Whittier Trust
California
$25.7K
MRCM
399
M&R Capital Management
New Jersey
$22.9K +$4.97K +89 +34%
DGAM
400
Desjardins Global Asset Management
Quebec, Canada
$21.5K +$335 +6 +2%

TREX Hedge Fund Activity: Q2 2023 in Review

455 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q2 2023, worth a combined $6.96B — up 37% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new TREX positions and 49 closed out — a net gain of 30 holders — while 155 added to existing stakes and 147 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $43.3M. The largest seller was Balyasny Asset Management, cutting an estimated $65.7M.

  • 455 institutional investors held Trex (TREX) as of Q2 2023, up from 427 in Q1 2023.
  • Funds reported $6.96B of Trex stock for Q2 2023, up 37% quarter-over-quarter.
  • 79 funds opened new Trex positions in Q2 2023 and 49 closed out, a net change of +30 holders.
  • The largest Trex buyer in Q2 2023 was AllianceBernstein, an estimated $43.3M added.
  • The largest Trex seller in Q2 2023 was Balyasny Asset Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2023.