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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
FCA
401
Fortis Capital Advisors
Kansas
$268K +$239K +2,684 New
BP
402
Ballentine Partners
Massachusetts
$265K +$7.3K +82 +3%
ONB
403
Old National Bancorp
Indiana
$262K -$81.1K -911 -26%
PS
404
Principal Securities
Iowa
$258K -$7.3K -82 -3%
AAP
405
Arax Advisory Partners
Colorado
$258K -$59K -662 -20%
BCM
406
Bayesian Capital Management
New York
$258K -$472K -5,301 -67%
PD
407
Point72 (DIFC)
United Arab Emirates
$256K +$229K +2,571 New
LA
408
Lindenwold Advisors
Pennsylvania
$256K +$890 +10 +0.4%
Corient Private Wealth
409
Corient Private Wealth
Florida
$255K +$228K +2,559 New
MC
410
Maverick Capital
Texas
$254K +$226K +2,543 New
HGERS
411
Householder Group Estate & Retirement Specialist
Arizona
$251K
FHWM
412
Fox Hill Wealth Management
Massachusetts
$244K -$534 -6 -0.2%
IC
413
IEQ Capital
California
$231K +$206K +2,313 New
GWM
414
Geneos Wealth Management
Colorado
$227K -$890 -10 -0.4%
SCA
415
Snowden Capital Advisors
New York
$224K +$200K +2,241 New
TPCW
416
TD Private Client Wealth
New York
$220K -$37.4K -420 -16%
FFM
417
Forum Financial Management
Illinois
$219K +$195K +2,194 New
SOW
418
State of Wyoming
Wyoming
$215K +$8.28K +93 +5%
UCFA
419
United Capital Financial Advisors
Texas
$213K +$190K +2,137 New
CAM
420
Claret Asset Management
Quebec, Canada
$210K +$188K +2,108 New
WS
421
Wedbush Securities
California
$209K -$210K -2,355 -53%
CIM
422
CIM Investment Management
Pennsylvania
$206K +$184K +2,066 New
FHA
423
First Horizon Advisors
Tennessee
$203K -$9.71K -109 -5%
SEC
424
Seven Eight Capital
New York
$201K +$179K +2,013 New
QCG
425
Quadrant Capital Group
Ohio
$186K +$1.51K +17 +0.9%

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.