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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
FFA
501
Frazier Financial Advisors
Ohio
$4.89K +$4.36K +49 New
GJWM
502
Gilliland Jeter Wealth Management
Arkansas
$4.59K +$4.1K +46 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$4.49K
NL
504
NVWM LLC
Pennsylvania
$4.09K
AS
505
Altshuler Shaham
Israel
$3.89K +$3.47K +39 New
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.29K -$5.52K -62 -65%
National Bank of Canada
507
National Bank of Canada
Quebec, Canada
$3.14K
MAM
508
Meeder Asset Management
Ohio
$3.09K +$2.76K +31 New
FPB
509
First PREMIER Bank
South Dakota
$3K +$2.94K +33 New
BAM
510
Byrne Asset Management
New Jersey
$2.99K +$2.67K +30 New
RS
511
Rakuten Securities
Japan
$2.69K +$2.4K +27 New
QC
512
Quent Capital
New York
$2.49K
PWMG
513
Prestige Wealth Management Group
New Jersey
$2.29K
SIC
514
SJS Investment Consulting
Ohio
$2.1K
VNA
515
Valley National Advisers
Pennsylvania
$2K
FG
516
Fairman Group
Pennsylvania
$1.8K
CA
517
Clearstead Advisors
Ohio
$1.75K
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$1.7K
FMP
519
Financial Management Professionals
Texas
$1K
RCM
520
Raleigh Capital Management
North Carolina
$998 +$445 +5 +100%
MA
521
Montag & Associates
Georgia
$798
GA
522
GoalVest Advisory
New York
$798 +$712 +8 New
PPWM
523
PFG Private Wealth Management
Florida
$698
SAM
524
Smartleaf Asset Management
Massachusetts
$397
VWA
525
Valued Wealth Advisors
Utah
$300 +$267 +3 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.