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Terex
TEX

Overview Fund Activity

277 hedge funds and large institutions have $3.72B invested in Terex in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 55 increasing their positions, 134 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+32
Holders Change %
+13.06%
% of All Funds
6.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
52
Increased
55
Reduced
134
Closed
18
Calls
$21.2M
Puts
$57.2M
Net Calls
-$36M
Net Calls Change
-$55.3M

Top Buyers

1
MCM
Marcato Capital Management
California
$130M
2
SFM
Systematic Financial Management
New Jersey
$42.6M
3
Deutsche Bank
Deutsche Bank
Germany
$55.1M
4
Prudential Financial
Prudential Financial
New Jersey
$37.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
Goldman Sachs
Goldman Sachs
New York
$100M
3
BlackRock
BlackRock
New York
$313M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$41.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Mascoma Wealth Management
New Hampshire
$147K – – –
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$117K -$3.29K -73 -3%
AG
228
Advisor Group
Arizona
$109K – – –
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$64K +$7.25K +161 +13%
QI
230
QS Investors
New York
$51K +$50.3K +1,126 +7,038%
RE
231
RBC Europe
United Kingdom
$45K +$45K +1,000 New
WTB
232
Washington Trust Bank
Washington
$45K – – –
Parallax Volatility Advisers
233
Parallax Volatility Advisers
California
$39K -$1.87M -41,965 -98%
NSIM
234
North Star Investment Management
Illinois
$36K – – –
CG
235
Cutler Group
California
$34K -$260K -5,881 -88%
IA
236
IFP Advisors
Florida
$34K -$14.2K -313 -30%
RFA
237
Reilly Financial Advisors
California
$33K – – –
HFM
238
Hartford Financial Management
Connecticut
$31K – – –
HNB
239
Huntington National Bank
Ohio
$27K – – –
YWP
240
YorkBridge Wealth Partners
New York
$27K – – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$25.5K +$25.5K +567 New
TRCT
242
Tower Research Capital (TRC)
New York
$24K +$24K +522 New
WCBA
243
Weaver C. Barksdale & Associates
Tennessee
$23K -$5.93K -132 -20%
LC
244
Landaas & Company
Wisconsin
$23K +$23K +500 New
ASN
245
Advisory Services Network
Georgia
$23K +$23K +500 New
ZB
246
Zions Bancorporation
Utah
$22K +$22K +486 New
AIL
247
AGF Investments LLC
Ontario, Canada
$19K -$3.39K -76 -15%
DAM
248
Delta Asset Management
Tennessee
$18K – – –
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
WEC
250
Winslow Evans & Crocker
Massachusetts
$16.2K – – –
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10
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