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Terex
TEX

Overview Fund Activity

277 hedge funds and large institutions have $3.72B invested in Terex in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 55 increasing their positions, 134 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+32
Holders Change %
+13.06%
% of All Funds
6.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
52
Increased
55
Reduced
134
Closed
18
Calls
$21.2M
Puts
$57.2M
Net Calls
-$36M
Net Calls Change
-$55.3M

Top Buyers

1
MCM
Marcato Capital Management
California
$130M
2
SFM
Systematic Financial Management
New Jersey
$42.6M
3
Deutsche Bank
Deutsche Bank
Germany
$55.1M
4
Prudential Financial
Prudential Financial
New Jersey
$37.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
Goldman Sachs
Goldman Sachs
New York
$100M
3
BlackRock
BlackRock
New York
$313M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$41.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
251
Chicago Partners Investment Group
Illinois
$16K -$16K -350 -50%
OIA
252
OneDigital Investment Advisors
Kansas
$16K – – –
GAM
253
Gemmer Asset Management
California
$14K – – –
SQA
254
Simon Quick Advisors
New Jersey
$14K +$14K +300 New
SBL
255
Sargent Bickham Lagudis
Colorado
$12K – – –
PA
256
Parallel Advisors
California
$12K +$667 +15 +6%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$11K – – –
MAM
258
Meeder Asset Management
Ohio
$9K +$9K +200 New
GT
259
Glenmede Trust
Pennsylvania
$8K -$6.07K -141 -43%
SFSIG
260
San Francisco Sentry Investment Group
California
$8K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$5K -$45.2K -1,075 -90%
VNA
262
Valley National Advisers
Pennsylvania
$5K – – –
PCP
263
Proficio Capital Partners
Massachusetts
$5K – – –
TWA
264
TCI Wealth Advisors
Arizona
$5K +$1K +22 +25%
VFA
265
Valeo Financial Advisors
Indiana
$5K +$5K +104 New
SPIA
266
Steward Partners Investment Advisory
New York
$5K +$5K +131 New
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$4K – – –
GWM
268
Geneos Wealth Management
Colorado
$4K – – –
QCG
269
Quadrant Capital Group
Ohio
$4K +$1.61K +46 +68%
BC
270
Bartlett & Co
Ohio
$2K – – –
MFW
271
Mosaic Family Wealth
Missouri
$2K +$2K +40 New
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +41 New
PHK
273
Point72 Hong Kong
Hong Kong
$2K +$2K +47 New
BTIS
274
BB&T Investment Services
North Carolina
$1K – – –
Bessemer Group
275
Bessemer Group
New Jersey
$1K +$1K +30 New
8 9 10
11
12