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Terex
TEX

Overview Fund Activity

357 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+47
Holders Change %
+15.16%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
79
Increased
114
Reduced
123
Closed
29
Calls
$34.7M
Puts
$19.9M
Net Calls
+$14.8M
Net Calls Change
+$12.9M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.4M
2
Invesco
2
Invesco
Georgia
$97.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$35.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.5M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$63M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$415K -$11.2K -231 -3%
PAMS
227
Pictet Asset Management (Switzerland)
Switzerland
$409K +$42.1K +871 +12%
LFAS
228
Level Four Advisory Services
Texas
$400K -$11.1K -229 -3%
SF
229
Symphony Financial
Texas
$389K +$389K +8,222 New
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$383K +$33.9K +700 +10%
DWM
231
Dakota Wealth Management
Florida
$374K -$53.7K -1,110 -13%
PP
232
PDT Partners
New York
$364K +$3.87K +80 +1%
EP
233
Edgestream Partners
New Jersey
$363K +$363K +7,505 New
KAS
234
Kestra Advisory Services
Texas
$363K +$9.1K +188 +3%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$356K +$7.98K +165 +2%
LI
236
LVZ Inc
Michigan
$346K -$4.26K -88 -1%
VCA
237
Verdence Capital Advisors
Maryland
$345K -$128K -2,641 -27%
GF
238
Gabelli Funds
New York
$339K – – –
BC
239
Barnett & Company
Tennessee
$339K +$339K +7,000 New
RJFSA
240
Raymond James Financial Services Advisors
Florida
$330K -$192K -3,971 -37%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$329K -$1.6K -33 -0.5%
PI
242
PEAK6 Investments
Illinois
$325K +$325K +6,720 New
Simplex Trading
243
Simplex Trading
Illinois
$308K +$308K +6,375 New
KBC Group
244
KBC Group
Belgium
$305K +$305K +6,302 New
SAM
245
Securian Asset Management
Minnesota
$293K -$4.84K -100 -2%
ACM
246
Acrisure Capital Management
Texas
$291K +$291K +6,019 New
AA
247
ALPS Advisors
Colorado
$286K +$286K +5,920 New
Wolverine Trading
248
Wolverine Trading
Illinois
$286K +$286K +6,042 New
M&T Bank
249
M&T Bank
New York
$278K -$3.29K -68 -1%
BA
250
Bridgewater Associates
Connecticut
$275K +$275K +5,674 New
8 9
10
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