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Terex
TEX

Overview Fund Activity

301 hedge funds and large institutions have $3.03B invested in Terex in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 88 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-33
Holders Change %
-9.88%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
42
Increased
136
Reduced
88
Closed
69
Calls
$62.1M
Puts
$88.6M
Net Calls
-$26.5M
Net Calls Change
-$814K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$108M
2
TCIM
2
TIAA CREF Investment Management
New York
$47M
3
PCM
3
Pennant Capital Management
New Jersey
$141M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$148M
5
AIM
5
Atlantic Investment Management
New York
$31.4M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$8.3M
2
EAM
2
Eagle Asset Management
Florida
$0
3
PHS
3
PFM Health Sciences
California
$0
4
SA
4
Smithwood Advisers
California
$0
5
Norges Bank
5
Norges Bank
Norway
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$207K +$207K +6,513 New
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$206K +$206K +6,498 New
BJL
253
Brighton Jones LLC
Washington
$201K +$317 +10 +0.2%
BlackRock
254
BlackRock
New York
$180K -$7.26K -228 -4%
AAM
255
Advisors Asset Management
Colorado
$136K -$15.1K -476 -10%
ST
256
SpiderRock Trading
Illinois
$134K – – –
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$126K -$1.66K -52 -1%
DADC
258
D.A. Davidson & Co
Montana
$114K +$949 +30 +0.8%
OMCS
259
Old Mutual Customised Solutions
South Africa
$105K – – –
MIC
260
MU Investments Company
Japan
$104K -$22.8K -700 -18%
SOAMC
261
Spirit of America Management Corp
New York
$95K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$95K +$7.97K +252 +9%
VFA
263
Virtus Fund Advisers
Connecticut
$77K -$369K -11,567 -83%
OIA
264
Optimum Investment Advisors
Illinois
$64K +$64K +2,000 New
SF
265
Synovus Financial
Georgia
$55K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$50K +$8.7K +272 +21%
BRWM
267
B. Riley Wealth Management
Tennessee
$36K -$209K -1,450 -85%
WA
268
Winfield Associates
Ohio
$35K -$215K -6,750 -86%
LTFS
269
Ladenburg Thalmann Financial Services
Florida
$33K +$1.6K +50 +5%
TRCT
270
Tower Research Capital (TRC)
New York
$32K -$226K -7,181 -88%
WCBA
271
Weaver C. Barksdale & Associates
Tennessee
$31K +$5.88K +188 +23%
WEC
272
Winslow Evans & Crocker
Massachusetts
$30.3K -$9.49K -299 -24%
BL
273
BCWM LLC
Kansas
$21.3K +$11.9K +37,384 +126%
MCM
274
Mazama Capital Management
Oregon
$19K -$2.44M -75,699 -99%
WTC
275
WhitTier Trust Company
Nevada
$19K – – –
9 10
11
12 13