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Terex
TEX

Overview Fund Activity

382 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+24
Holders Change %
+6.7%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
123
Reduced
145
Closed
46
Calls
$36.8M
Puts
$20.9M
Net Calls
+$15.9M
Net Calls Change
+$1.12M

Top Buyers

1
GA
Greenhaven Associates
New York
+$44.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35.3M
4
AIM
Atlantic Investment Management
New York
+$19.3M
5
Bank of America
Bank of America
North Carolina
+$15M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
226
Pictet Asset Management (Switzerland)
Switzerland
$541K +$36.1K +603 +7%
LFAS
227
Level Four Advisory Services
Texas
$530K +$34.6K +579 +7%
SOW
228
State of Wyoming
Wyoming
$516K +$273K +4,571 +113%
NYLIM
229
New York Life Investment Management
New York
$510K -$91.5K -1,530 -15%
GT
230
Glenmede Trust
Pennsylvania
$505K – – –
SOADOR
231
State of Alaska Department of Revenue
Alaska
$502K -$53.3K -893 -10%
PWM
232
Perigon Wealth Management
California
$495K -$18.3K -306 -4%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$483K – – –
YMRC
234
Yorktown Management & Research Company
Virginia
$479K +$479K +8,000 New
PFO
235
Pathstone Family Office
New Jersey
$478K -$70.1K -1,172 -13%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$473K -$3.79M -63,263 -89%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$468K -$509K -8,506 -52%
DWM
238
Dakota Wealth Management
Florida
$462K – – –
HSBC Holdings
239
HSBC Holdings
United Kingdom
$452K -$519K -8,667 -53%
KAS
240
Kestra Advisory Services
Texas
$448K -$1.32K -22 -0.3%
Creative Planning
241
Creative Planning
Kansas
$445K +$149K +2,490 +50%
CIM
242
Cambria Investment Management
California
$444K +$444K +7,426 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$440K -$658 -11 -0.1%
QCM
244
Qsemble Capital Management
New York
$437K +$437K +7,300 New
GF
245
Gabelli Funds
New York
$419K – – –
BC
246
Barnett & Company
Tennessee
$419K – – –
RJFSA
247
Raymond James Financial Services Advisors
Florida
$408K -$179 -3 -0%
TSS
248
Two Sigma Securities
New York
$406K +$406K +6,781 New
PA
249
Parallel Advisors
California
$392K +$134K +2,235 +52%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$390K -$17.5K -293 -4%
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