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134 hedge funds and large institutions have $1.17B invested in Trex in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $8.07M | Put options by funds: $3.41M

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$149M)

2.75% more ownership

Funds ownership: 420.69%423.43% (+2.7%)

5% less funds holding

Funds holding: 141134 (-7)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

48% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
31
Reduced
60
Closed
28
Calls
$8.07M
Puts
$3.41M
Net Calls
+$4.66M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$94.4M +$9.93M +1,183,696 +12%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.3M -$2.21M -263,480 -3%
BAMCO Inc
3
BAMCO Inc
New York
$66.6M +$335K +40,000 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.1M -$1.26M -150,776 -2%
Invesco
5
Invesco
Georgia
$61.2M +$1.2M +142,868 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$59.4M -$413K -49,212 -0.7%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$58M +$16.7M +1,986,604 +42%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$56M -$3.35M -400,000 -6%
KI
9
Kalmar Investments
Delaware
$48.6M -$764K -91,080 -2%
WHG
10
Westwood Holdings Group
Texas
$48.4M -$4.5M -537,204 -9%
EAM
11
Eagle Asset Management
Florida
$47.9M -$898K -107,056 -2%
BFA
12
BlackRock Fund Advisors
California
$39.9M -$4.83M -576,368 -11%
NCGI
13
Next Century Growth Investors
Minnesota
$30.6M +$4.41M +526,296 +17%
BIT
14
BlackRock Institutional Trust
California
$29.9M -$736K -87,724 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$25.8M +$25M +2,982,188 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.5M +$430K +51,304 +2%
State Street
17
State Street
Massachusetts
$19.3M -$930K -110,860 -5%
Goldman Sachs
18
Goldman Sachs
New York
$18.8M -$14.3M -1,707,240 -44%
SIMG
19
Stephens Investment Management Group
Texas
$18.2M +$1.15M +136,940 +7%
Ameriprise
20
Ameriprise
Minnesota
$17.8M -$3.99M -475,640 -19%
EA
21
Emerald Advisers
Pennsylvania
$15.6M -$8.76M -1,044,888 -37%
Northern Trust
22
Northern Trust
Illinois
$14.4M -$305K -36,384 -2%
CAM
23
Cortina Asset Management
Wisconsin
$14.1M +$245K +29,268 +2%
DGI
24
Disciplined Growth Investors
Minnesota
$13.5M -$89.7K -10,700 -0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.1M -$610K -72,704 -5%

TREX Hedge Fund Activity: Q3 2014 in Review

134 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q3 2014, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TREX and 22 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 31 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $25M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 134 institutional investors held Trex (TREX) as of Q3 2014, down from 141 in Q2 2014.
  • Funds reported $1.17B of Trex stock for Q3 2014, up 15% quarter-over-quarter.
  • 22 funds opened new Trex positions in Q3 2014 and 28 closed out, a net change of -6 holders.
  • The largest Trex buyer in Q3 2014 was Massachusetts Financial Services, an estimated $25M added.
  • The largest Trex seller in Q3 2014 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2014.