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Terex
TEX

Overview Fund Activity

401 hedge funds and large institutions have $3.62B invested in Terex in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+9
Holders Change %
+2.3%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
66
Increased
131
Reduced
146
Closed
52
Calls
$20.4M
Puts
$8.15M
Net Calls
+$12.3M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
GA
2
Greenhaven Associates
New York
$83.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$95.7M
4
BlackRock
4
BlackRock
New York
$547M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$177M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$27.2M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
226
Squarepoint
New York
$559K -$5.98M -104,022 -91%
A
227
AlphaQuest
New York
$550K +$550K +9,569 New
TI
228
Tidal Investments
Wisconsin
$530K +$110K +1,916 +26%
QT
229
Quantbot Technologies
New York
$527K +$496K +8,632 +1,575%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$516K -$78.3K -1,362 -13%
PWM
231
Perigon Wealth Management
California
$507K +$32.4K +563 +7%
CB
232
Commerce Bank
Missouri
$484K -$123K -2,133 -20%
FIM
233
Freedom Investment Management
Connecticut
$477K -$19.2K -334 -4%
WG
234
Winton Group
United Kingdom
$471K -$40.3K -701 -8%
MF
235
Magnetar Financial
Illinois
$469K +$469K +8,170 New
EF
236
Empirical Finance
Pennsylvania
$465K +$465K +8,091 New
Pictet Asset Management
237
Pictet Asset Management
Switzerland
$464K +$37.6K +655 +9%
RJFSA
238
Raymond James Financial Services Advisors
Florida
$464K +$23.4K +407 +5%
PCM
239
Prelude Capital Management
New York
$462K +$15K +261 +3%
DA
240
Duality Advisers
Florida
$461K -$1.36M -23,651 -75%
YMRC
241
Yorktown Management & Research Company
Virginia
$460K – – –
AIA
242
Affinity Investment Advisors
California
$456K -$325K -5,650 -42%
SAM
243
Shell Asset Management
Netherlands
$453K -$136K -2,370 -23%
KAS
244
Kestra Advisory Services
Texas
$445K +$804 +14 +0.2%
AWA
245
Arete Wealth Advisors
Illinois
$440K +$440K +7,661 New
PAG
246
Private Advisor Group
New Jersey
$437K +$25.3K +441 +6%
KBC Group
247
KBC Group
Belgium
$429K +$7.81K +136 +2%
CCC
248
Chesapeake Capital Corp
Florida
$429K +$429K +7,466 New
SWM
249
Shelton Wealth Management
Texas
$422K +$422K +7,352 New
SC
250
Shay Capital
New York
$419K +$419K +7,300 New
8 9
10
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