TRONOX HOLDINGS PLC TROX
SHS · Common Stock · CUSIP G9087Q102
- SectorMaterials
- IndustryIndustrial Inorganic Chemicals
- HeadquartersStamford, CT
- 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 ($465.7k this quarter). Holder counts are more reliable. Shares outstanding: 156.7m as of 2023-04-20, 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 ≈ $14.39. Options: 13 managers hold calls ($23.2m notional), 7 hold puts ($3.5m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 204 |
| Q1 2023 | 188 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 87 | 116 |
| Q1 2023 | 84 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $7.9m | $4.2m | 0.53 |
| Q4 2022 | $10.0m | $4.6m | 0.46 |
| Q1 2023 | $23.2m | $3.5m | 0.15 |
Biggest buyers
| FMR LLC | Added | +25.6m |
| MACKENZIE FINANCIAL CORP | New | +2.0m |
| FRANKLIN RESOURCES INC | Added | +2.0m |
| Bank of New York Mellon Corp | Added | +967.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +921.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +809.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +695.6k |
| Thrivent Financial for Lutherans | New | +619.3k |
| BANK OF AMERICA CORP /DE/ | Added | +496.1k |
| Brandywine Global Investment Management, LLC | Added | +365.3k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -769.2k |
| MARSHALL WACE, LLP | Reduced | -353.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -340.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -316.5k |
| TWINBEECH CAPITAL LP | Reduced | -294.7k |
| Hawkeye Capital Management, LLC | Sold out | -280.0k |
| MORGAN STANLEY | Reduced | -260.4k |
| LUMINUS MANAGEMENT LLC | Reduced | -254.4k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -250.3k |
| NORGES BANK | Reduced | -193.1k |
Biggest calls
| ROYAL BANK OF CANADA | New | $4.3m298.0k shares |
| CITADEL ADVISORS LLC | Added | $3.8m267.5k shares |
| BANK OF AMERICA CORP /DE/ | Added | $3.0m211.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m200.0k shares |
| Quarry LP | Added | $2.0m139.8k shares |
| GROUP ONE TRADING LLC | Added | $1.9m128.8k shares |
| NOMURA HOLDINGS INC | New | $1.6m114.4k shares |
| UBS Group AG | New | $1.1m79.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m75.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $714.7k49.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.1m148.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $675.9k47.0k shares |
| PEAK6 Investments LLC | Unchanged | $611.1k42.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $69.0k4.8k shares |
| GROUP ONE TRADING LLC | Reduced | $2.9k200 shares |
| Walleye Capital LLC | New | $1.4k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 |
|---|---|
| VAN ECK ASSOCIATES CORP 13G · institution new · filed 2026-05-15 | 5.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (4.9%, 2026-01-30)
Insider purchases and sales in Q1 2023
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 |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 2 | $139.1k | 6 | $6.5m | — |
| Q2 2022 | 2 | $273.7k | 1 | $192.0k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 2 | $107.0k | 0 | — | — |
| Q1 2023 | 0 | — | 7 | $4.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-08 | Guthrie Vanessa Ann Director · Stolz-Guthrie Family Trust | Sold | $71246 shares |
| 2023-03-07 | Turgeon Jean Francois Co-CEO and Director, director | Sold | $1.5m93.9k shares |
| 2023-03-07 | Romano John D Co-CEO and Director, director | Sold | $1.1m73.3k shares |
| 2023-03-07 | Neuman Jeffrey N SVP, General Counsel & Sec. | Sold | $729.2k47.0k shares |
| 2023-03-07 | Srivisal John SVP, Business Dev. and Finance | Sold | $621.2k40.0k shares |
| 2023-03-07 | Carlson Timothy C SVP and CFO | Sold | $499.2k32.2k shares |
| 2023-03-07 | Flood Jonathan Principal Accounting Officer | Sold | $455.3k29.4k shares |
| 2023-03-07 | Guthrie Vanessa Ann Director · Stolz-Guthrie Family Trust | Sold | $33.0k2.0k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 46.3m $666.5m | Added +25.6m |
| VANGUARD GROUP INC 0.00% of their portfolio | 13.1m $189.0m | Added +25.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 8.7m $125.5m | Added +921.0k |
| BlackRock Inc. 0.00% of their portfolio | 8.0m $115.6m | Reduced -141.2k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 6.1m $87.2m | Added +2.0m |
| LUMINUS MANAGEMENT LLC 10.55% of their portfolio | 2.8m $40.5m | Reduced -254.4k |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $38.1m | Added +147.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.68% of their portfolio | 2.5m $35.8m | Added +135.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $31.7m | Added +88.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.1m $30.2m | Added +967.9k |
| MACKENZIE FINANCIAL CORP 0.05% of their portfolio | 2.0m $29.0m | New |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 1.8m $25.2m | Reduced -31.7k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 1.7m $24.8m | Reduced -10.0k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 1.7m $24.7m | Added +74.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.6m $23.2m | Added +76.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.6m $22.9m | Added +93.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.6m $22.2m | Added +283.3k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 1.4m $20.3m | Reduced -68.4k |
| Private Capital Management, LLC 2.29% of their portfolio | 1.3m $19.2m | Reduced -12.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $18.2m | Reduced -35.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $18.1m | Reduced -260.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.1m $16.0m | Reduced -187.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $15.9m | Added +216.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.1m $15.6m | Added +809.7k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.1m $15.4m | Reduced -353.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $15.4m | Reduced -12.5k |
| Khrom Capital Management LLC 11.69% of their portfolio | 1.1m $15.1m | Added +98.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $14.8m | Added +31.1k |
| NORGES BANK 0.00% of their portfolio | 1.0m $14.7m | Reduced -193.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 830.3k $11.9m | Added +695.6k |
| Aristotle Capital Boston, LLC 0.35% of their portfolio | 780.6k $11.2m | Added +41.2k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 731.7k $10.5m | Added +365.3k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 682.1k $9.8m | Reduced -185.1k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 619.3k $8.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 612.8k $8.8m | Added +496.1k |
| P SCHOENFELD ASSET MANAGEMENT LP 0.80% of their portfolio | 530.4k $7.6m | Added +70.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 525.0k $7.5m | Added +19.6k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 522.2k $7.5m | Reduced -103.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 510.3k $7.3m | Reduced -74.0k |
| Boston Partners 0.01% of their portfolio | 495.3k $7.1m | Added +70.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 445.7k $6.4m | Reduced -250.3k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 421.6k $6.1m | Added +2.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 365.4k $5.3m | Added +184.7k |
| Credit Capital Investments LLC 6.38% of their portfolio | 342.0k $4.9m | Reduced -10.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 331.1k $4.8m | Reduced -316.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 255.8k $3.7m | Added +42.8k |
| Swiss National Bank 0.00% of their portfolio | 250.0k $3.6m | Reduced -29.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 238.5k $3.4m | Reduced -3.6k |
| Knights of Columbus Asset Advisors LLC 0.27% of their portfolio | 192.1k $2.8m | Added +1.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 185.1k $2.7m | Added +4.1k |
| Appian Way Asset Management LP 0.90% of their portfolio | 182.3k $2.6m | New |
| Sagefield Capital LP 0.56% of their portfolio | 167.1k $2.4m | Added +30.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 165.6k $2.4m | Added +18.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 162.3k $2.3m | Added +16.8k |
| Jade Capital Advisors, LLC 3.18% of their portfolio | 155.0k $2.2m | Added +105.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 145.3k $2.1m | Reduced -2.2k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 145.2k $2.1m | Reduced -53.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 136.2k $2.0m | Added +2.7k |
| HANTZ FINANCIAL SERVICES, INC. 0.05% of their portfolio | 132.0k $1.9m | Added +53.6k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 129.1k $1.9m | Reduced -7.9k |
| Verdence Capital Advisors LLC 0.22% of their portfolio | 124.0k $1.8m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 119.4k $1.7m | Reduced -340.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 116.9k $1.7m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 109.9k $1.6m | Added +10.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 103.6k $1.5m | Added +24.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 99.5k $1.4m | Reduced -24.1k |
| Holocene Advisors, LP 0.01% of their portfolio | 98.3k $1.4m | Added +46.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 95.6k $1.4m | Reduced -180.5k |
| Cinctive Capital Management LP 0.05% of their portfolio | 93.8k $1.3m | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 86.8k $1.2m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 82.3k $1.2m | Reduced -40.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 81.1k $1.2m | Added +13.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 74.0k $1.1m | Added +4.8k |
| Sonic GP LLC 0.69% of their portfolio | 63.1k $906.7k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 62.6k $900.9k | Added +2.2k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 62.1k $892.4k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 61.9k $890.1k | Reduced -15.2k |
| BARCLAYS PLC 0.00% of their portfolio | 61.6k $886.4k | Added +19.1k |
| Freemont Management S.A. 0.13% of their portfolio | 60.0k $862.8k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 56.5k $812.0k | Added +1.1k |
| Aurora Investment Counsel 0.52% of their portfolio | 55.8k $802.9k | Added +1.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 53.7k $772.6k | Added +330 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 52.6k $756.1k | Reduced -76.5k |
| Concentric Capital Strategies, LP 0.25% of their portfolio | 50.9k $732.4k | Reduced -1.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 50.6k $727.0k | Added +27.6k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 50.3k $723.2k | Unchanged |
| 44 WEALTH MANAGEMENT LLC 0.24% of their portfolio | 48.3k $694.9k | Added +843 |
| DENALI ADVISORS LLC 0.27% of their portfolio | 45.7k $657.2k | Reduced -64.8k |
| Man Group plc 0.00% of their portfolio | 43.9k $631.3k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 43.3k $622.0k | Added +294 |
| Vontobel Holding Ltd. 0.01% of their portfolio | 40.2k $578.2k | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 38.5k $554.0k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 36.4k $523.7k | Unchanged |
| INCEPTIONR LLC 0.17% of their portfolio | 36.1k $518.9k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 34.3k $493.2k | Reduced -91.0k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 33.6k $482.7k | Added +884 |
| EQUITABLE TRUST CO 0.04% of their portfolio | 32.7k $470.9k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.4k $423.0k | Added +22.7k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 27.9k $401.2k | Reduced -2.3k |
| TWINBEECH CAPITAL LP 0.01% of their portfolio | 26.2k $376.8k | Reduced -294.7k |