We are live on ! Find out more

528 hedge funds and large institutions have $10.2B invested in Trex in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 159 increasing their positions, 213 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 32

17% more capital invested

Capital invested by funds: $8.72B → $10.2B (+$1.49B)

9% more funds holding

Funds holding: 483528 (+45)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.63% less ownership

Funds ownership: 97.01%94.38% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 213

30% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $45.9M

Holders
528
Holders Change
+45
Holders Change %
+9.32%
% of All Funds
7.61%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
83
Increased
159
Reduced
213
Closed
32
Calls
$31.9M
Puts
$45.9M
Net Calls
-$14M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
376
Simplex Trading
Illinois
$338K -$781K -8,768 -72%
SRL
377
Scientech Research LLC
New Jersey
$337K +$301K +3,378 New
PFS
378
Prospera Financial Services
Texas
$335K +$26.4K +296 +10%
OFS
379
OneAscent Financial Services
Alabama
$325K -$20.4K -229 -7%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$324K +$290K +3,253 New
AT
381
American Trust
Kentucky
$321K -$5.52K -62 -2%
TI
382
Tidal Investments
Wisconsin
$317K +$27.2K +305 +11%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$311K +$198K +2,225 +250%
LNC
384
Lincoln National Corp
Pennsylvania
$307K +$274K +3,080 New
HI
385
Handelsinvest Investeringsforvaltning
Denmark
$302K -$140K -1,571 -34%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$301K
FCFC
387
First Commonwealth Financial Corp
Pennsylvania
$299K +$267K +3,000 New
IF
388
Intrua Financial
Texas
$298K +$266K +2,983 New
LFG
389
Larson Financial Group
Missouri
$297K +$138K +1,547 +108%
MYAM
390
Meiji Yasuda Asset Management
Japan
$278K +$248K +2,782 New
OC
391
Oarsman Capital
Wisconsin
$276K -$2.67K -30 -1%
SG Americas Securities
392
SG Americas Securities
New York
$276K -$435K -4,887 -64%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$276K -$83.2K -934 -25%
CB
394
Commerce Bank
Missouri
$274K -$48.9K -549 -17%
EGM
395
Engineers Gate Manager
New York
$273K +$244K +2,740 New
FHA
396
Flagship Harbor Advisors
Massachusetts
$273K +$5.08K +57 +2%
SC
397
Savant Capital
Illinois
$272K +$534 +6 +0.2%
VCA
398
Verdence Capital Advisors
Maryland
$270K +$241K +2,707 New
TSS
399
Two Sigma Securities
New York
$270K +$241K +2,702 New
BAM
400
Belpointe Asset Management
Nevada
$268K +$239K +2,684 New

TREX Hedge Fund Activity: Q1 2024 in Review

528 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q1 2024, worth a combined $10.2B — up 17% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new TREX positions and 32 closed out — a net gain of 51 holders — while 159 added to existing stakes and 213 trimmed.

The largest buyer was Invesco, adding an estimated $71.7M. The largest seller was Morgan Stanley, cutting an estimated $95.8M.

  • 528 institutional investors held Trex (TREX) as of Q1 2024, up from 483 in Q4 2023.
  • Funds reported $10.2B of Trex stock for Q1 2024, up 17% quarter-over-quarter.
  • 83 funds opened new Trex positions in Q1 2024 and 32 closed out, a net change of +51 holders.
  • The largest Trex buyer in Q1 2024 was Invesco, an estimated $71.7M added.
  • The largest Trex seller in Q1 2024 was Morgan Stanley, an estimated $95.8M sold.

Based on aggregated 13F filings for Q1 2024.