TREX icon

Trex
TREX

Overview Fund Activity

480 hedge funds and large institutions have $8.71B invested in Trex in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 172 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
62
Increased
172
Reduced
174
Closed
56
Calls
$85.7M
Puts
$71.6M
Net Calls
+$14.1M
Net Calls Change
-$20.7M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$133M
2
EIP
2
Epoch Investment Partners
New York
$77.7M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$340M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$99.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$136M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$18.7M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$48M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.7M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
401
Blue Trust Inc
Georgia
$100K +$82.1K +1,325 +458%
C
402
Covestor
United Kingdom
$90K +$12.3K +149 +16%
GRP
403
Global Retirement Partners
California
$80.5K – – –
AF
404
Allworth Financial
California
$79.1K +$1.66K +20 +2%
Loomis, Sayles & Company
405
Loomis, Sayles & Company
Massachusetts
$79K +$43.1K +521 +120%
HF
406
Halpern Financial
Virginia
$77.2K – – –
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$74K +$5.16K +62 +7%
Group One Trading
408
Group One Trading
Illinois
$73.9K +$73.9K +893 New
EWA
409
EverSource Wealth Advisors
Alabama
$71.4K +$10.3K +124 +17%
PPC
410
Park Place Capital
Alabama
$66.7K -$1.49K -18 -2%
GIA
411
GHP Investment Advisors
Colorado
$66.2K – – –
HWA
412
HHM Wealth Advisors
Tennessee
$66.2K – – –
LC
413
Lindbrook Capital
California
$65.7K – – –
WTC
414
WhitTier Trust Company
Nevada
$63.6K – – –
M
415
Mirova
France
$61K +$61K +737 New
TWM
416
Tradition Wealth Management
Minnesota
$56K – – –
PA
417
Parallel Advisors
California
$54.1K +$3.23K +39 +6%
S
418
SignatureFD
Georgia
$52.4K -$1.33K -16 -2%
VC
419
Vestor Capital
Illinois
$47K +$47K +564 New
GWS
420
Glassman Wealth Services
Virginia
$43.3K +$828 +10 +2%
CAS
421
Coppell Advisory Solutions
Texas
$39.2K +$39.2K +474 New
HFS
422
Hantz Financial Services
Michigan
$39K – – –
HPC
423
HM Payson & Co
Maine
$33.1K – – –
WT
424
Whittier Trust
California
$32.5K – – –
MRCM
425
M&R Capital Management
New Jersey
$28.9K – – –
15 16
17
18 19