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271 hedge funds and large institutions have $2.11B invested in Terex in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 88 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $146M | Put options by funds: $45.8M

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

29% more capital invested

Capital invested by funds: $1.64B → $2.11B (+$471M)

8% more funds holding

Funds holding: 251271 (+20)

3.32% less ownership

Funds ownership: 82.24%78.91% (-3.3%)

14% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 102

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
88
Reduced
102
Closed
33
Calls
$146M
Puts
$45.8M
Net Calls
+$99.8M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$116K +$81.4K +3,891 +499%
SWA
227
Sutton Wealth Advisors
Florida
$97.1K +$81.7K +3,903 New
LIA
228
LS Investment Advisors
Michigan
$97K +$5.32K +254 +7%
JGC
229
J. Goldman & Co
New York
$97K +$81.6K +3,900 New
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$94K
OMCS
231
Old Mutual Customised Solutions
South Africa
$82K
CFA
232
Carroll Financial Associates
North Carolina
$74K +$62.8K +3,000 New
AAM
233
Advisors Asset Management
Colorado
$72K
BF
234
BOK Financial
Oklahoma
$67K -$794K -37,924 -93%
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$37K +$7.18K +343 +29%
CCA
236
Checchi Capital Advisers
California
$34K +$28.5K +1,361 New
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$31K -$5.15K -246 -17%
BC
238
Barnett & Company
Tennessee
$29K +$24.1K +1,150 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$28K -$2.18K -104 -9%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$27K -$8.02K -383 -26%
Victory Capital Management
241
Victory Capital Management
Texas
$26K -$28.8K -1,375 -57%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$25K -$12.2K -582 -37%
QCG
243
Quadrant Capital Group
Ohio
$25K -$11K -525 -34%
WTB
244
Washington Trust Bank
Washington
$25K +$20.9K +1,000 New
SEI Investments
245
SEI Investments
Pennsylvania
$22K -$40.3K -1,925 -69%
SBL
246
Sargent Bickham Lagudis
Colorado
$18K +$15.7K +750 New
Geode Capital Management
247
Geode Capital Management
Massachusetts
$16.7K +$815K +38,945 +6%
HR
248
Howe & Rusling
New York
$15K -$816 -39 -6%
BWA
249
Burt Wealth Advisors
Maryland
$15K +$12.6K +600 New
GWM
250
Gupta Wealth Management
California
$14K

TEX Hedge Fund Activity: Q1 2016 in Review

271 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2016, worth a combined $2.11B — up 29% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TEX positions and 33 closed out — a net gain of 23 holders — while 88 added to existing stakes and 102 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $39M. The largest seller was TIAA CREF Investment Management, cutting an estimated $93.4M.

  • 271 institutional investors held Terex (TEX) as of Q1 2016, up from 251 in Q4 2015.
  • Funds reported $2.11B of Terex stock for Q1 2016, up 29% quarter-over-quarter.
  • 56 funds opened new Terex positions in Q1 2016 and 33 closed out, a net change of +23 holders.
  • The largest Terex buyer in Q1 2016 was Point72 Asset Management, an estimated $39M added.
  • The largest Terex seller in Q1 2016 was TIAA CREF Investment Management, an estimated $93.4M sold.

Based on aggregated 13F filings for Q1 2016.