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
WWP
476
WR Wealth Planners
Missouri
$13K +$11.6K +130 New
AAG
477
Accordant Advisory Group
Maryland
$12.5K +$11.1K +125 New
RIM
478
Ranger Investment Management
Texas
$11.8K +$8.01K +90 +321%
MIM
479
Macroview Investment Management
Maryland
$11.4K +$6.68K +75 +192%
Jones Financial Companies
480
Jones Financial Companies
Missouri
$10.5K +$9.35K +105 New
AW
481
Avion Wealth
Texas
$10K
BWP
482
Baldwin Wealth Partners
Massachusetts
$9.97K
OLVIG
483
Oliver Lagore Vanvalin Investment Group
Michigan
$9.78K
VWM
484
Venturi Wealth Management
Texas
$9.48K
GI
485
GAMMA Investing
California
$9.28K +$801 +9 +11%
LFA
486
LGT Financial Advisors
Texas
$9.18K
BIA
487
Bell Investment Advisors
California
$9.18K +$1.69K +19 +26%
OWA
488
Opal Wealth Advisors
New York
$8.88K +$7.92K +89 New
QL
489
Quarry LP
New York
$8.88K +$7.92K +89 New
AWM
490
Avior Wealth Management
Nebraska
$8.48K +$7.57K +85 New
PTC
491
Private Trust Company
Ohio
$7.98K
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.98K +$7.12K +80 New
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.46K +$7.57K +85 New
JWA
494
JFS Wealth Advisors
Pennsylvania
$7.38K
ATC
495
Adirondack Trust Company
New York
$6.48K
PWMG
496
Private Wealth Management Group
New Jersey
$6.38K +$5.7K +64 New
TWC
497
TD Waterhouse Canada
Ontario, Canada
$6.08K -$6.59K -74 -54%
KIG
498
Kessler Investment Group
Indiana
$5.99K
BFP
499
Briaud Financial Planning
Texas
$5K +$4.36K +49 New
IGWM
500
ICA Group Wealth Management
Colorado
$4.99K +$4.45K +50 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.