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408 hedge funds and large institutions have $8.25B invested in Trex in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $15.6M

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $7.61B → $8.25B (+$638M)

5% more funds holding

Funds holding: 389408 (+19)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

102.55% less ownership

Funds ownership: 202.24%99.69% (-103%)

Holders
408
Holders Change
+19
Holders Change %
+4.88%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
60
Increased
120
Reduced
173
Closed
39
Calls
$35.5M
Puts
$15.6M
Net Calls
+$19.9M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$866M +$57.1M +825,028 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$730M -$25.6M -370,045 -4%
ClearBridge Investments
3
ClearBridge Investments
New York
$357M -$26.6M -384,142 -7%
BAMCO Inc
4
BAMCO Inc
New York
$322M -$15M -216,621 -5%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$275M -$14.7M -213,023 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$272M -$3.02M -43,593 -1%
WA
7
Wasatch Advisors
Utah
$253M -$3.58M -51,759 -1%
State Street
8
State Street
Massachusetts
$246M +$8.1M +117,083 +4%
Invesco
9
Invesco
Georgia
$233M +$28.6M +413,406 +15%
JP Morgan Chase
10
JP Morgan Chase
New York
$202M +$31.5M +455,393 +19%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$166M -$85.1M -1,230,540 -35%
FAM
12
Fred Alger Management
New York
$143M +$27.6M +398,495 +25%
WRF
13
Waddell & Reed Financial
Kansas
$139M -$33.1M -478,131 -20%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$137M -$19.4M -281,063 -13%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$134M -$10M -144,808 -7%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$127M -$2.39M -34,507 -2%
Macquarie Group
17
Macquarie Group
Australia
$125M -$212K -3,067 -0.2%
Wells Fargo
18
Wells Fargo
California
$103M +$12.1M +175,107 +14%
GCM
19
Geneva Capital Management
Wisconsin
$97.5M +$2.19M +31,645 +2%
AI
20
Axiom Investors
Connecticut
$95.2M +$26.6M +383,996 +41%
BBCM
21
Broad Bay Capital Management
New York
$95.1M +$11.8M +170,000 +15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$91.5M -$5.94M -85,880 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$91.3M +$1.89M +27,255 +2%
Bank of America
24
Bank of America
North Carolina
$90.3M +$1.55M +22,373 +2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$88.3M -$7.15M -103,349 -8%

TREX Hedge Fund Activity: Q3 2020 in Review

408 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Trex (TREX) for Q3 2020, worth a combined $8.25B — up 8.4% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TREX positions and 39 closed out — a net gain of 21 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $62.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $85.1M.

  • 408 institutional investors held Trex (TREX) as of Q3 2020, up from 389 in Q2 2020.
  • Funds reported $8.25B of Trex stock for Q3 2020, up 8.4% quarter-over-quarter.
  • 60 funds opened new Trex positions in Q3 2020 and 39 closed out, a net change of +21 holders.
  • The largest Trex buyer in Q3 2020 was CIBC Private Wealth Group, an estimated $62.1M added.
  • The largest Trex seller in Q3 2020 was T. Rowe Price Associates, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2020.