Tronox
TROX
205 hedge funds and large institutions have $1.18B invested in Tronox in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 37 closing their positions.
420% more call options, than puts
Call options by funds: $3.86M | Put options by funds: $741K
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
0.89% more ownership
Funds ownership: 73.21% → 74.1% (+0.89%)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
3% less funds holding
Funds holding: 211 → 205 (-6)
31% less capital invested
Capital invested by funds: $1.7B → $1.18B (-$524M)
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$31.8M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$9.51M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$6.75M |
| 4 |
Bank of New York Mellon
New York
|
+$6.71M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$26.1M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
-$13.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$12.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$6.9M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$6.81M |
TROX Hedge Fund Activity: Q4 2024 in Review
205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tronox (TROX) for Q4 2024, worth a combined $1.18B — down 31% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of TROX and 35 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 75 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $31.8M. The largest seller was Medina Value Partners, exiting entirely with an estimated $26.1M sold.
- 205 institutional investors held Tronox (TROX) as of Q4 2024, down from 211 in Q3 2024.
- Funds reported $1.18B of Tronox stock for Q4 2024, down 31% quarter-over-quarter.
- 35 funds opened new Tronox positions in Q4 2024 and 37 closed out, a net change of -2 holders.
- The largest Tronox buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $31.8M added.
- The largest Tronox seller in Q4 2024 was Medina Value Partners, an estimated $26.1M sold.
Based on aggregated 13F filings for Q4 2024.