REX AMERICAN RES CORP REX
COM · Common Stock · CUSIP 761624105
- SectorMaterials
- IndustryIndustrial Organic Chemicals
- HeadquartersDayton, OH
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.7m this quarter). Holder counts are more reliable. Shares outstanding: 32.9m as of 2026-06-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.15. Options: 1 managers hold calls ($279.9k notional), 1 hold puts ($225.8k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 135 |
| Q4 2022 | 141 |
| Q1 2023 | 141 |
| Q2 2023 | 144 |
| Q3 2023 | 150 |
| Q4 2023 | 170 |
| Q1 2024 | 189 |
| Q2 2024 | 179 |
| Q3 2024 | 170 |
| Q4 2024 | 165 |
| Q1 2025 | 157 |
| Q2 2025 | 182 |
| Q3 2025 | 186 |
| Q4 2025 | 204 |
| Q1 2026 | 234 |
| Q2 2026 | 230 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 78 | 88 |
| Q4 2024 | 75 | 88 |
| Q1 2025 | 69 | 82 |
| Q2 2025 | 87 | 84 |
| Q3 2025 | 78 | 97 |
| Q4 2025 | 92 | 91 |
| Q1 2026 | 117 | 80 |
| Q2 2026 | 112 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $403.8k | $395.0k | 0.98 |
| Q4 2025 | $724.0k | $410.5k | 0.57 |
| Q1 2026 | $0 | $268.9k | — |
| Q2 2026 | $279.9k | $225.8k | 0.81 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +238.3k |
| BlackRock, Inc. | Added | +168.6k |
| AWH Capital, L.P. | Added | +147.5k |
| STATE STREET CORP | Added | +120.4k |
| Qube Research & Technologies Ltd | Added | +98.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +93.1k |
| JPMORGAN CHASE & CO | Added | +85.0k |
| FIRST TRUST ADVISORS LP | Added | +52.9k |
| BANK OF AMERICA CORP /DE/ | Added | +42.2k |
| XTX Topco Ltd | Added | +34.4k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -102.0k |
| CITADEL ADVISORS LLC | Reduced | -100.1k |
| UniSuper Management Pty Ltd | Reduced | -73.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Reduced | -71.9k |
| Walnut Level Capital LLC | Sold out | -71.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -70.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -65.2k |
| Point72 Asset Management, L.P. | Sold out | -50.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -45.9k |
| ExodusPoint Capital Management, LP | Reduced | -43.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $279.9k6.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $225.8k5.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.5 pts · filed 2025-10-17 | 14.3% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +5.7 pts · filed 2025-10-09 | 13.0% |
| ROSE STUART A 13G · exempt (held before listing) filed 2026-10-19 | 8.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), RENAISSANCE TECHNOLOGIES LLC (4.8%, 2026-02-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $227.0k | — |
| Q2 2026 | 0 | — | 2 | $4.7m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-18 | ROSE STUART A Executive COB, director | Sold | $662.7k15.2k shares |
| 2026-06-17 | ROSE STUART A Executive COB, director | Sold | $3.0m69.3k shares |
| 2026-06-11 | ROSE STUART A Executive COB, director | Sold | $33.8k766 shares |
| 2026-06-10 | ROSE STUART A Executive COB, director | Sold | $50.3k1.1k shares |
| 2026-06-08 | ROSE STUART A Executive COB, director | Sold | $614.4k13.6k shares |
| 2026-06-02 | BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer | Sold | $247.9k5.1k shares |
| 2026-04-02 | BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer | Sold | $90.9k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.7m $255.6m | Added +168.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.8m $82.4m | Reduced -70.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $71.0m | Added +120.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.5m $65.8m | Reduced -65.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.3m $58.0m | Added +30.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $56.1m | Added +19.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.93% of their portfolio | 1.0m $46.8m | Reduced -71.9k |
| MANGROVE PARTNERS IM, LLC 3.01% of their portfolio | 1.0m $45.8m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 869.1k $39.2m | Added +33.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 646.6k $29.2m | Added +2.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 592.3k $26.7m | Reduced -4.3k |
| MORGAN STANLEY 0.00% of their portfolio | 572.7k $25.9m | Added +22.1k |
| Invesco Ltd. 0.00% of their portfolio | 563.2k $25.4m | Added +34.3k |
| BROWN ADVISORY INC 0.04% of their portfolio | 506.5k $22.9m | Reduced -5.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 478.5k $21.6m | Added +238.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 461.9k $20.9m | Added +14.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 448.8k $20.3m | Added +1.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 412.1k $18.6m | Reduced -34.0k |
| AWH Capital, L.P. 4.62% of their portfolio | 295.0k $13.3m | Added +147.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 290.1k $13.1m | Reduced -11.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 277.7k $12.5m | Added +98.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.21% of their portfolio | 270.9k $12.2m | Reduced -45.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 266.5k $12.0m | Added +93.1k |
| Nuveen, LLC 0.00% of their portfolio | 254.6k $11.5m | Added +303 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 245.7k $11.0m | Added +85.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 201.8k $9.1m | Added +14.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 190.4k $8.6m | Reduced -1.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 165.9k $7.5m | Added +2.6k |
| Empowered Funds, LLC 0.03% of their portfolio | 133.2k $6.0m | Reduced -30.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 131.0k $5.9m | Added +42.2k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 130.4k $5.9m | Added +570 |
| UniSuper Management Pty Ltd 0.03% of their portfolio | 129.2k $5.8m | Reduced -73.5k |
| South Dakota Investment Council 0.09% of their portfolio | 116.2k $5.2m | Reduced -5.5k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 97.2k $4.4m | Reduced -4.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 95.5k $4.3m | Added +18.1k |
| BESSEMER GROUP INC 0.01% of their portfolio | 95.2k $4.3m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 79.5k $3.6m | Reduced -5.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 78.3k $3.5m | Reduced -6.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 72.9k $3.3m | Reduced -12.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 69.9k $3.2m | Added +52.9k |
| Legal & General Group Plc 0.00% of their portfolio | 63.8k $2.9m | Reduced -1.3k |
| Swiss National Bank 0.00% of their portfolio | 57.9k $2.6m | Reduced -800 |
| Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio | 57.5k $2.6m | Added +11.6k |
| XTX Topco Ltd 0.03% of their portfolio | 52.6k $2.4m | Added +34.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 52.3k $2.4m | Added +7.5k |
| Jupiter Topco LLC 0.00% of their portfolio | 49.8k $2.2m | First filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 47.8k $2.2m | Added +22.1k |
| WINTON GROUP Ltd 0.07% of their portfolio | 45.4k $2.0m | Reduced -685 |
| Creative Planning 0.00% of their portfolio | 44.9k $2.0m | Added +16.7k |
| BARCLAYS PLC 0.00% of their portfolio | 44.7k $2.0m | Reduced -174 |
| ALPS ADVISORS INC 0.01% of their portfolio | 43.7k $2.0m | Reduced -245 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.1k $1.8m | Added +10.3k |
| Amundi 0.00% of their portfolio | 35.6k $1.6m | Added +11.1k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 35.1k $1.6m | Reduced -4.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 34.0k $1.5m | Added +5.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 33.6k $1.5m | Reduced -260 |
| OP Asset Management Ltd 0.02% of their portfolio | 32.9k $1.5m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.1k $1.4m | Added +4.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 31.1k $1.4m | Reduced -1.1k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 30.9k $1.4m | Reduced -2.6k |
| UBS Group AG 0.00% of their portfolio | 30.4k $1.4m | Reduced -30.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 30.0k $1.4m | Added +410 |
| SummerHaven Investment Management, LLC 0.69% of their portfolio | 28.7k $1.3m | Unchanged |
| Quantinno Capital Management LP 0.00% of their portfolio | 27.9k $1.3m | Added +3.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 27.5k $1.2m | Reduced -29.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.3k $1.2m | Added +16.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.8k $1.2m | Added +11.5k |
| DENALI ADVISORS LLC 0.12% of their portfolio | 26.8k $1.2m | Reduced -38 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 26.2k $1.2m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 25.6k $1.2m | Reduced -21.3k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 24.7k $1.1m | Unchanged |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 24.6k $1.1m | Reduced -2.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 24.3k $1.1m | Unchanged |
| Ethic Inc. 0.01% of their portfolio | 24.2k $1.1m | Added +11.5k |
| Round Rock Advisors LLC 0.13% of their portfolio | 23.2k $1.0m | Reduced -10.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 22.7k $1.0m | Added +7.6k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 22.3k $1.0m | Added +11.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.8k $982.7k | Reduced -100.1k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.06% of their portfolio | 21.5k $970.5k | Added +11.5k |
| Horizon Investments, LLC 0.01% of their portfolio | 21.5k $969.5k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 21.4k $967.6k | Added +3.2k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 21.2k $957.2k | Reduced -3.0k |
| Cerity Partners LLC 0.00% of their portfolio | 20.5k $926.9k | Added +5.3k |
| STRS OHIO 0.00% of their portfolio | 19.8k $894.0k | Added +2.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 19.2k $865.2k | Added +2.4k |
| CITIGROUP INC 0.00% of their portfolio | 19.1k $862.6k | Added +1.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 19.0k $856.5k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 18.6k $840.0k | Reduced -307 |
| FMR LLC 0.00% of their portfolio | 18.6k $839.0k | Added +2.2k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 18.3k $826.7k | Added +1.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.6k $794.2k | Added +1.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 17.1k $773.9k | Added +1.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.1k $772.6k | Reduced -102.0k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 17.1k $770.9k | Reduced -6.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 16.5k $746.4k | Reduced -218 |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 15.8k $712.6k | Added +2.9k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 15.8k $711.5k | Reduced -1.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 15.4k $696.1k | New |
| Mariner, LLC 0.00% of their portfolio | 15.2k $684.5k | Added +8.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 15.0k $679.2k | Reduced -24.0k |