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Terex
TEX

Overview Fund Activity

256 hedge funds and large institutions have $1.87B invested in Terex in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 99 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-41
Holders Change %
-13.8%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
67
Reduced
99
Closed
80
Calls
$4.04M
Puts
$3.24M
Net Calls
+$801K
Net Calls Change
-$9.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$44.4M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.3M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.9M
4
Franklin Resources
Franklin Resources
California
$22.8M
5
PP
Prudential plc
United Kingdom
$72.2M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$980K
3
TCIM
TIAA CREF Investment Management
New York
$141M
4
AQR Capital Management
AQR Capital Management
Connecticut
$3.61M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +130 New
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$3K -$891 -30 -23%
AssetMark Inc
228
AssetMark Inc
California
$3K -$333 -11 -10%
VNA
229
Valley National Advisers
Pennsylvania
$3K – – –
CFD
230
Creative Financial Designs
Indiana
$3K – – –
RCAG
231
Rehmann Capital Advisory Group
Michigan
$2.4K – – –
PCP
232
Proficio Capital Partners
Massachusetts
$2K -$1.71K -72 -46%
FHA
233
Flagship Harbor Advisors
Massachusetts
$2K – – –
JGIA
234
Jackson Grant Investment Advisers
Connecticut
$2K – – –
WCM
235
Whitener Capital Management
North Carolina
$2K – – –
ST
236
Smithfield Trust
Pennsylvania
$2K – – –
TWA
237
TCI Wealth Advisors
Arizona
$2K – – –
GWM
238
Geneos Wealth Management
Colorado
$2K – – –
QCG
239
Quadrant Capital Group
Ohio
$2K +$938 +60 +88%
WAM
240
Wakefield Asset Management
Colorado
$1K -$142K -5,556 -99%
AWM
241
Avior Wealth Management
Nebraska
$1K – – –
EARNEST Partners
242
EARNEST Partners
Georgia
$1K – – –
SIS
243
Sound Income Strategies
Florida
$1K – – –
CA
244
Claro Advisors
Massachusetts
$1K +$1K +17 New
FTI
245
Fiduciary Trust International
Massachusetts
$1K +$1K +20 New
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$1K +$1K +27 New
FGC
247
Financial Gravity Companies
Texas
$1K +$1K +36 New
PWM
248
PRW Wealth Management
Massachusetts
$1K +$1K +39 New
PCG
249
Private Capital Group
Connecticut
$1K +$1K +45 New
GT
250
Glenmede Trust
Pennsylvania
$321 +$10 +375 +3%
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10
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