REX American Resources

REX • NYSE

REX American Resources is a chemicals - specialty company in the basic materials sector on NYSE, led by Zafar Rizvi, with a market cap of $1.1B. As of Q3 2025, 80% of shares are held by 183 institutional investors, with BlackRock, Inc. as the largest holder at 16.13%.

Chief Executive OfficerZafar Rizvi

Market Cap$1.1B

Chemicals - Specialty

Basic Materials

Employees117.0

Websiterexamerican.com

Country

United States of America

Overview

Overview of institutional ownership in REX as of Q3 2025 with a market cap of $1.0B

All Institutions

Institutions: 183
Value Held: $809.0M
Shares Held: 26.4M
Avg Position: $4.4M
Median Position: $398.1K

Hedge Funds

Hedge Funds: 21
Value Held: $112.2M
Shares Held: 3.7M
Avg Position: $5.3M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

68.84%

$696.8M

Hedge Funds

11.08%

$112.2M

Retail & Other

20.08%

$203.2M

Based on market cap of $1.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in REX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$163.2M 0.00% of portfolio	16.13% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$74.6M 0.00% of portfolio	7.37% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$65.9M 0.01% of portfolio	6.51% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$53.3M 0.07% of portfolio	5.27% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$41.5M 0.00% of portfolio	4.10% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	$40.7M 0.99% of portfolio	4.02% 1.3M shares	Q3 2013 Held for 12y 2m	$4.1B
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$36.5M 0.05% of portfolio	3.61% 1.2M shares	Q4 2017 Held for 7y 11m	$74.0B
A AMERICAN CENTURY COMPANIES INC Institution	-	$25.3M 0.01% of portfolio	2.50% 826.4K shares	Q2 2022 Held for 3y 5m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$21.2M 0.00% of portfolio	2.10% 693.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
D D. E. Shaw & Co., Inc. Institution	-	$19.0M 0.02% of portfolio	1.88% 621.2K shares	Q4 2023 Held for 1y 11m	$115.81B

Net Capital Flow

Institutional buying and selling activity for REX in Q3 2025

Traded: −$833.5M
Buyers: 39
Sellers: 163
Total Bought: +$26.3M
Total Sold: −$859.8M
Avg Position: $4.0M

Biggest Buyers

Institution	Net Bought	Current Position
MANGROVE PARTNERS Hedge Fund•Multi-Strategy	+$16.1M +526.6K shares	$16.1M 526.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$2.3M +76.5K shares	$2.3M 76.5K shares
UBS Group AG Institution	+$1.0M +33.2K shares	$3.4M 111.7K shares
Y Y-Intercept Ltd Institution	+$931.0K +30.4K shares	$931.0K 30.4K shares
C CREDIT AGRICOLE S A Institution	+$803.1K +26.2K shares	$803.1K 26.2K shares
Round Rock Advisors, LLC RIA/Wealth	+$682.8K +22.3K shares	$682.8K 22.3K shares
Horizon Investments, LLC/SC Long Only Manager	+$560.2K +18.3K shares	$560.2K 18.3K shares
A Advisor Group Holdings, Inc. Institution	+$380.6K +7.0K shares	$1.0M 18.5K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	+$361.3K +11.8K shares	$361.3K 11.8K shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	+$316.5K +10.3K shares	$316.5K 10.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$182.5M −6.0M shares	$163.2M 5.3M shares
VANGUARD GROUP INC Institution	−$73.9M −2.4M shares	$74.6M 2.4M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$73.4M −2.4M shares	$65.9M 2.2M shares
STATE STREET CORP Institution	−$54.5M −1.8M shares	$41.5M 1.4M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$48.0M −1.6M shares	$53.3M 1.7M shares
B BROWN ADVISORY INC RIA/Wealth	−$47.6M −1.6M shares	$36.5M 1.2M shares
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	−$44.8M −1.5M shares	$40.7M 1.3M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$28.5M −931.5K shares	$25.3M 826.4K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$26.4M −863.7K shares	$21.2M 693.0K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$23.3M −761.9K shares	$13.5M 439.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited REX in Q3 2025

New Positions: 13
New Value: $19.1M
Exited Positions: 19
Exited Value: $7.4M

New Positions

Institution	Position Value
MANGROVE PARTNERS Hedge Fund•Multi-Strategy	$16.1M 526.6K shares
C CREDIT AGRICOLE S A Institution	$803.1K 26.2K shares
Round Rock Advisors, LLC RIA/Wealth	$682.8K 22.3K shares
Horizon Investments, LLC/SC Long Only Manager	$560.2K 18.3K shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	$316.5K 10.3K shares
R Squared Ltd Private Equity	$290.6K 9.5K shares
M MQS Management LLC Hedge Fund•Global Macro	$247.0K 8.1K shares
O Optiver Holding B.V. Institution	$11.9K 388.0 shares
Q Quarry LP Institution	$8.7K 283.0 shares
B BNP Paribas Investment Partners S.A. Institution	$6.1K 200.0 shares

Exited Positions

Institution	Previous Position
E EXCHANGE TRADED CONCEPTS, LLC Institution	$1.7M 137.9K shares
FIRST FINANCIAL BANKSHARES INC Institution	$974.2K 80.0K shares
WEDGE CAPITAL MANAGEMENT L L P/NC Long Only Manager	$922.9K 75.8K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$830.9K 68.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$665.0K 54.6K shares
C CoreCommodity Management, LLC Hedge Fund•Global Macro	$544.0K 44.7K shares
X XTX Topco Ltd Institution	$328.5K 27.0K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$271.3K 22.3K shares
V Virtu Financial LLC Institution	$260.1K 21.4K shares
HighTower Advisors, LLC RIA/Wealth	$260.0K 21.4K shares

Options Activity

Institutions with the largest Call and Put options positions in REX as of Q3 2025

Call Positions: 1
Call Value: $385.8K
Put Positions: 1
Put Value: $395.0K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$385.8K 126.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$395.0K 129.0 contracts

Most Committed Institutions

Institutions with REX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A AWH Capital, L.P. Hedge Fund•Long/Short	Kathleen Moran Schutz COO	3.98% $3.8M	0.38% 124.5K shares	Q2 2025 Held for 5 months	$95.8M
Walnut Level Capital LLC Hedge Fund•Sector	Charles William Antrim CIO	1.54% $2.2M	0.22% 71.2K shares	Q4 2023 Held for 1y 11m	$141.9M
MANGROVE PARTNERS Hedge Fund•Multi-Strategy	Nathaniel Hall August President	1.13% $16.1M	1.59% 526.6K shares	Q3 2025 Held for 2 months	$1.4B
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.99% $40.7M	4.02% 1.3M shares	Q3 2013 Held for 12y 2m	$4.1B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.56% $955.4K	0.09% 31.2K shares	Q3 2024 Held for 1y 2m	$170.9M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.22% $10.5M	1.04% 343.2K shares	≤ Q2 2013 Held for 12y 5m+	$4.7B
M MQS Management LLC Hedge Fund•Global Macro	Robert Yale Gelfond CEO	0.14% $247.0K	0.02% 8.1K shares	Q3 2025 Held for 2 months	$171.4M
R Squared Ltd Private Equity	-	0.12% $290.6K	0.03% 9.5K shares	Q3 2025 Held for 2 months	$232.5M
Round Rock Advisors, LLC RIA/Wealth	Bert Thomas Bowler Managing Partner	0.11% $682.8K	0.07% 22.3K shares	Q3 2025 Held for 2 months	$631.2M
S South Dakota Investment Council Institution	-	0.09% $4.6M	0.46% 151.2K shares	Q1 2020 Held for 5y 8m	$5.1B

Hedge Fund Spotlight

Discover hedge funds investing in REX

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in REX American Resources

Market Value: $53.3M
Shares Held: 1.7M
Portfolio Weight: 0.07%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%