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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
CI Investments Inc
426
CI Investments Inc
Ontario, Canada
$179K -$48.1K -540 -23%
HNB
427
Hilltop National Bank
Wyoming
$177K +$158K +1,770 New
HFM
428
Harvest Fund Management
China
$174K -$9.17K -103 -6%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$168K +$11.5K +129 +8%
EAM
430
Eukles Asset Management
Ohio
$153K -$214K -2,404 -61%
C
431
Covestor
United Kingdom
$121K +$11K +123 +11%
SPIA
432
Steward Partners Investment Advisory
New York
$117K -$78.7K -884 -43%
RAM
433
Resona Asset Management
Japan
$115K +$103K +1,152 New
ETC
434
Exchange Traded Concepts
Oklahoma
$109K +$97.5K +1,095 New
GRP
435
Global Retirement Partners
California
$100K +$980 +11 +1%
AF
436
Allworth Financial
California
$95.1K -$178 -2 -0.2%
Loomis, Sayles & Company
437
Loomis, Sayles & Company
Massachusetts
$95K
O
438
Ossiam
France
$91.8K +$81.9K +920 New
HF
439
Halpern Financial
Virginia
$85.7K -$8.9K -100 -10%
LC
440
Lindbrook Capital
California
$80.8K +$1.43K +16 +2%
GIA
441
GHP Investment Advisors
Colorado
$79.8K
HWA
442
HHM Wealth Advisors
Tennessee
$79.8K
WTC
443
WhitTier Trust Company
Nevada
$76.6K
EWA
444
EverSource Wealth Advisors
Alabama
$75.2K -$1.25K -14 -2%
M
445
Mirova
France
$73.5K
S
446
SignatureFD
Georgia
$70.8K +$6.86K +77 +12%
PA
447
Parallel Advisors
California
$69.2K +$3.56K +40 +6%
VC
448
Vestor Capital
Illinois
$56K
TC
449
Torno Capital
Massachusetts
$49.9K +$44.5K +500 New
BTI
450
Blue Trust Inc
Georgia
$49.7K -$99.4K -1,116 -69%

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.