Terex
209 hedge funds and large institutions have $1.14B invested in Terex in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 32 closing their positions.
0% less capital invested
Capital invested by funds: $1.14B → $1.14B (-$2.85M)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
2% less funds holding
Funds holding: 214 → 209 (-5)
3.05% less ownership
Funds ownership: 88.12% → 85.08% (-3%)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
32% less call options, than puts
Call options by funds: $3.46M | Put options by funds: $5.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$7.99M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.24M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$5.79M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.66M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$15.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.3M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$8.38M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.83M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$5.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
226
Dupont Capital Management
Wilmington,
Delaware
| – | -$99K | -5,261 | Closed |
|
|
LIA
227
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$62K | -3,301 | Closed |
|
|
CAN
228
Cetera Advisor Networks
El Segundo,
California
| – | -$48K | -2,545 | Closed |
|
|
PIMG
229
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$12.4K | -662 | Closed |
|
|
CFG
230
Citizens Financial Group
Providence,
Rhode Island
| – | -$6K | -340 | Closed |
|
|
WEC
231
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$5K | -290 | Closed |
|
|
HIIFS
232
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$4K | -200 | Closed |
|
|
1W
233
1776 Wealth
Atlanta,
Georgia
| – | -$2K | -107 | Closed |
|
|
WR
234
Watson Rebecca
| – | -$2K | -90 | Closed |
|
|
OPS
235
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -52 | Closed |
|
|
WAMC
236
Western Asset Management Company
Pasadena,
California
| – | -$1K | -18 | Closed |
|
237
Fidelity International
Hamilton,
Bermuda
| – | +$117 | +6 | New |
|
TEX Hedge Fund Activity: Q3 2020 in Review
209 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2020, worth a combined $1.14B — down 0.25% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of TEX and 28 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 63 added.
The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $7.99M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $15.3M sold.
- 209 institutional investors held Terex (TEX) as of Q3 2020, down from 214 in Q2 2020.
- Funds reported $1.14B of Terex stock for Q3 2020, down 0.25% quarter-over-quarter.
- 28 funds opened new Terex positions in Q3 2020 and 32 closed out, a net change of -4 holders.
- The largest Terex buyer in Q3 2020 was Jupiter Asset Management, an estimated $7.99M added.
- The largest Terex seller in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2020.