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185 hedge funds and large institutions have $1.31B invested in Trex in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

8% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3M

2% less funds holding

Funds holding: 188185 (-3)

7.84% less ownership

Funds ownership: 404.15%396.31% (-7.8%)

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$180M)

38% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 79

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
27
Increased
49
Reduced
79
Closed
25
Calls
$2.75M
Puts
$3M
Net Calls
-$247K
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$104M -$596K -52,792 -0.6%
BFA
2
BlackRock Fund Advisors
California
$97.3M -$1.68M -148,792 -2%
BAMCO Inc
3
BAMCO Inc
New York
$84.7M
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$67.8M -$776K -68,800 -1%
JHIU
5
Janus Henderson Investors US
Colorado
$63.4M +$1M +88,736 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$59.7M -$16.6M -1,467,212 -22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.2M -$35.1K -3,112 -0.1%
WA
8
Wasatch Advisors
Utah
$39.7M +$309K +27,388 +0.8%
Invesco
9
Invesco
Georgia
$34.8M -$6.63M -587,928 -16%
KI
10
Kalmar Investments
Delaware
$34.6M -$573K -50,736 -2%
BIT
11
BlackRock Institutional Trust
California
$33.8M -$775K -68,648 -2%
Ameriprise
12
Ameriprise
Minnesota
$30.7M -$3.89M -344,380 -11%
EAM
13
Eagle Asset Management
Florida
$30.5M +$3.14M +278,656 +11%
KCM
14
Kornitzer Capital Management
Kansas
$26.7M -$6.44M -571,000 -19%
State Street
15
State Street
Massachusetts
$26.2M -$549K -48,624 -2%
CCA
16
Conestoga Capital Advisors
Pennsylvania
$26.2M -$4.99M -442,300 -16%
JP Morgan Chase
17
JP Morgan Chase
New York
$25.1M -$7.2M -637,688 -22%
RIM
18
Ranger Investment Management
Texas
$24.7M -$1.09M -97,000 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$22.6M -$2.23M -197,708 -9%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$22.1M -$820K -72,672 -4%
EA
21
Emerald Advisers
Pennsylvania
$21.2M -$8.41M -745,680 -28%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.9M -$8.95M -793,044 -31%
Norges Bank
23
Norges Bank
Norway
$18.8M -$3.83M -339,400 -17%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$18.5M -$1.87M -166,000 -9%
Northern Trust
25
Northern Trust
Illinois
$17.2M -$736K -65,236 -4%

TREX Hedge Fund Activity: Q2 2016 in Review

185 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q2 2016, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TREX positions and 25 closed out — a net gain of 2 holders — while 49 added to existing stakes and 79 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $12.9M. The largest seller was ClearBridge Investments, cutting an estimated $16.6M.

  • 185 institutional investors held Trex (TREX) as of Q2 2016, down from 188 in Q1 2016.
  • Funds reported $1.31B of Trex stock for Q2 2016, down 12% quarter-over-quarter.
  • 27 funds opened new Trex positions in Q2 2016 and 25 closed out, a net change of +2 holders.
  • The largest Trex buyer in Q2 2016 was Fiera Capital (Canada), an estimated $12.9M added.
  • The largest Trex seller in Q2 2016 was ClearBridge Investments, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2016.