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Terex
TEX

Overview Fund Activity

379 hedge funds and large institutions have $3.33B invested in Terex in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
124
Reduced
136
Closed
56
Calls
$28.4M
Puts
$22.2M
Net Calls
+$6.16M
Net Calls Change
+$16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$71.3M
3
American Century Companies
3
American Century Companies
Missouri
$85M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$13.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$160M

Top Sellers

1
Invesco
1
Invesco
Georgia
$86.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$76.6M
5
BlackRock
5
BlackRock
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$423K -$67.4K -1,216 -14%
TF
227
Trek Financial
Arizona
$408K +$33.8K +639 +9%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$392K -$387K -7,289 -50%
KAS
229
Kestra Advisory Services
Texas
$392K -$120K -2,261 -23%
VSQM
230
V-Square Quantitative Management
Illinois
$391K – – –
SAM
231
Shell Asset Management
Netherlands
$379K +$379K +7,167 New
GF
232
Gabelli Funds
New York
$370K – – –
BC
233
Barnett & Company
Tennessee
$370K – – –
TI
234
Tidal Investments
Wisconsin
$369K -$122K -2,304 -25%
CM
235
Crestline Management
Texas
$363K +$363K +6,870 New
AA
236
ALPS Advisors
Colorado
$357K +$43.8K +828 +14%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$351K +$6.83K +129 +2%
PCM
238
Prelude Capital Management
New York
$344K +$117K +2,220 +52%
KIM
239
Kestra Investment Management
Texas
$332K +$332K +6,277 New
DWM
240
Dakota Wealth Management
Florida
$325K -$15.9K -300 -5%
CC
241
Centiva Capital
New York
$324K -$145K -2,745 -31%
Mariner
242
Mariner
Kansas
$323K -$7.04K -133 -2%
QCM
243
QRG Capital Management
Illinois
$319K +$22.4K +424 +8%
PD
244
Point72 (DIFC)
United Arab Emirates
$316K +$316K +5,970 New
CC
245
Callan Capital
California
$312K +$312K +5,900 New
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$311K +$16.2K +307 +6%
US Bancorp
247
US Bancorp
Minnesota
$309K +$12K +227 +4%
OR
248
Olympiad Research
Connecticut
$301K +$301K +5,695 New
VCA
249
Verdence Capital Advisors
Maryland
$295K +$12.3K +233 +4%
QCM
250
Qsemble Capital Management
New York
$294K +$294K +5,550 New
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10
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