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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
HFS
451
Hantz Financial Services
Michigan
$43K -$2.67K -30 -6%
IA
452
IFP Advisors
Florida
$42.8K +$38.2K +429 New
RA
453
Rise Advisors
New York
$40.4K +$27.2K +305 +305%
PPC
454
Park Place Capital
Alabama
$39.9K -$36.2K -406 -50%
HPC
455
HM Payson & Co
Maine
$39.9K
WT
456
Whittier Trust
California
$39.1K
CIM
457
Contravisory Investment Management
Massachusetts
$34.3K
SS
458
Sunbelt Securities
Texas
$33.1K +$28K +314 +1,744%
UB
459
UMB Bank
Missouri
$31.7K +$6.5K +73 +30%
VSQM
460
V-Square Quantitative Management
Illinois
$30K
AF
461
Advisornet Financial
Minnesota
$29.9K -$2.49K -28 -9%
TCPG
462
Trivant Custom Portfolio Group
California
$27.4K
SC
463
Steph & Co
Wisconsin
$26.4K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$24.7K +$3.74K +42 +20%
CTC
465
Central Trust Company
Missouri
$22.7K
MG
466
Mather Group
Illinois
$21.5K +$23.2K +260 New
FFA
467
Farther Finance Advisors
California
$19.9K
Mitsubishi UFJ Asset Management
468
Mitsubishi UFJ Asset Management
Japan
$19.2K +$11.8K +133 +225%
HNB
469
Huntington National Bank
Ohio
$17.9K +$2.49K +28 +19%
FDCP
470
Foster Dykema Cabot & Partners
Massachusetts
$17K +$15.1K +170 New
JWM
471
Janiczek Wealth Management
Colorado
$16.4K +$14.6K +164 New
CTA
472
Colonial Trust Advisors
South Carolina
$14.7K +$13.1K +147 New
CMA
473
Cedar Mountain Advisors
Oregon
$14.6K
CFGS
474
Concourse Financial Group Securities
Alabama
$13.4K -$5.34K -60 -31%
ST
475
Smithfield Trust
Pennsylvania
$13K

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.