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217 hedge funds and large institutions have $1.64B invested in Trex in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 54 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

194% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 17

25% more capital invested

Capital invested by funds: $1.31B → $1.64B (+$330M)

17% more funds holding

Funds holding: 185217 (+32)

1% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $3.3M

15.22% less ownership

Funds ownership: 396.31%381.09% (-15%)

36% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 85

Holders
217
Holders Change
+32
Holders Change %
+17.3%
% of All Funds
5.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
50
Increased
54
Reduced
85
Closed
17
Calls
$3.33M
Puts
$3.3M
Net Calls
+$31K
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$149M +$12.4M +892,248 +10%
BFA
2
BlackRock Fund Advisors
California
$130M +$2.73M +195,664 +2%
BAMCO Inc
3
BAMCO Inc
New York
$88.2M -$21.4M -1,532,000 -20%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.1M -$504K -36,128 -0.6%
ClearBridge Investments
5
ClearBridge Investments
New York
$76.5M -$1.42M -102,176 -2%
JHIU
6
Janus Henderson Investors US
Colorado
$75.3M -$7.2M -516,420 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$59M -$48.5K -3,476 -0.1%
WA
8
Wasatch Advisors
Utah
$51.3M -$502K -35,976 -1%
BIT
9
BlackRock Institutional Trust
California
$43.8M -$329K -23,576 -0.8%
Macquarie Group
10
Macquarie Group
Australia
$40.8M +$30.9M +2,218,944 +396%
EAM
11
Eagle Asset Management
Florida
$39.6M -$206K -14,796 -0.5%
Invesco
12
Invesco
Georgia
$37.8M -$7.26M -520,604 -17%
KI
13
Kalmar Investments
Delaware
$36.9M -$7.98M -572,480 -19%
State Street
14
State Street
Massachusetts
$35.5M +$1.21M +86,908 +4%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$34.9M +$701K +50,280 +2%
Ameriprise
16
Ameriprise
Minnesota
$34.5M -$5.38M -386,112 -14%
JP Morgan Chase
17
JP Morgan Chase
New York
$26.2M -$6.24M -447,304 -20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$26.2M -$3.19M -228,544 -11%
EA
19
Emerald Advisers
Pennsylvania
$25.7M -$1.98M -142,004 -8%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.1M -$1.76M -126,280 -7%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$22.8M -$5.75M -412,648 -21%
Northern Trust
22
Northern Trust
Illinois
$22.6M +$49.4K +3,540 +0.2%
DGI
23
Disciplined Growth Investors
Minnesota
$21.7M -$319K -22,900 -2%
SIMG
24
Stephens Investment Management Group
Texas
$19.9M -$116K -8,340 -0.6%
FCM
25
Frontier Capital Management
Massachusetts
$17.7M -$24.9K -1,784 -0.1%

TREX Hedge Fund Activity: Q3 2016 in Review

217 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q3 2016, worth a combined $1.64B — up 25% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TREX positions and 17 closed out — a net gain of 33 holders — while 54 added to existing stakes and 85 trimmed.

The largest buyer was Macquarie Group, adding an estimated $30.9M. The largest seller was BAMCO Inc, cutting an estimated $21.4M.

  • 217 institutional investors held Trex (TREX) as of Q3 2016, up from 185 in Q2 2016.
  • Funds reported $1.64B of Trex stock for Q3 2016, up 25% quarter-over-quarter.
  • 50 funds opened new Trex positions in Q3 2016 and 17 closed out, a net change of +33 holders.
  • The largest Trex buyer in Q3 2016 was Macquarie Group, an estimated $30.9M added.
  • The largest Trex seller in Q3 2016 was BAMCO Inc, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2016.