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Terex
TEX

Overview Fund Activity

310 hedge funds and large institutions have $2.44B invested in Terex in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 94 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+37
Holders Change %
+13.55%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
94
Reduced
111
Closed
24
Calls
$13.4M
Puts
$11.5M
Net Calls
+$1.92M
Net Calls Change
-$2.74M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$63.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$16.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$13.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$329M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$96.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$47.1M
3
BlackRock
3
BlackRock
New York
$390M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.5M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$214K +$214K +5,010 New
JCA
227
Jade Capital Advisors
New Jersey
$214K +$214K +5,000 New
QCM
228
Quantinno Capital Management
New York
$213K +$213K +4,976 New
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$210K +$210K +4,920 New
CCM
230
Coldstream Capital Management
Washington
$209K +$209K +4,896 New
VPIM
231
Vanguard Personalized Indexing Management
California
$206K +$206K +4,818 New
DCM
232
Delta Capital Management
New Jersey
$204K +$204K +4,780 New
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$178K – – –
SWA
234
Sutton Wealth Advisors
Florida
$150K -$128 -3 -0.1%
TRCT
235
Tower Research Capital (TRC)
New York
$129K -$151K -3,519 -54%
Dimensional Fund Advisors
236
Dimensional Fund Advisors
Texas
$128K +$1.88K +44,022 +1%
SO
237
STRS Ohio
Ohio
$106K +$106K +2,500 New
WT
238
Whittier Trust
California
$96.9K – – –
FPB
239
First PREMIER Bank
South Dakota
$85K – – –
Ohio Public Employees Retirement System (OPERS)
240
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K -$164K -3,810 -70%
HDIM
241
Hanson & Doremus Investment Management
Vermont
$67K +$67K +1,575 New
QCG
242
Quadrant Capital Group
Ohio
$63.1K -$8.07K -189 -11%
C
243
Covestor
United Kingdom
$61K +$56.4K +1,319 +1,221%
S
244
SignatureFD
Georgia
$54.5K +$20.2K +472 +59%
Lazard Asset Management
245
Lazard Asset Management
New York
$51K – – –
MCC
246
Money Concepts Capital
Florida
$47.1K +$47.1K +1,102 New
AF
247
Advisornet Financial
Minnesota
$46.8K +$684 +16 +1%
HFM
248
Harvest Fund Management
China
$43K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$42.7K – – –
PP
250
PrairieView Partners
Minnesota
$42K – – –
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10
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