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Terex
TEX

Overview Fund Activity

313 hedge funds and large institutions have $3.82B invested in Terex in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 82 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+36
Holders Change %
+13%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
67
Increased
82
Reduced
123
Closed
30
Calls
$23.1M
Puts
$58.9M
Net Calls
-$35.8M
Net Calls Change
+$209K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$81.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$59.9M
3
SIM
3
Sadoff Investment Management
Wisconsin
$21.7M
4
O
4
OppenheimerFunds
New York
$19.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$123M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$157M
2
TCIM
2
TIAA CREF Investment Management
New York
$119M
3
Deutsche Bank
3
Deutsche Bank
Germany
$24M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$101M
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$121K -$4.65K -96 -4%
MWM
252
Mascoma Wealth Management
New Hampshire
$114K -$34K -750 -23%
WTB
253
Washington Trust Bank
Washington
$96K +$48K +1,000 +100%
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$86K +$17.3K +358 +25%
AG
255
Advisor Group
Arizona
$79K -$38.6K -797 -33%
II
256
Inspire Investing
Idaho
$62K +$62K +1,279 New
RE
257
RBC Europe
United Kingdom
$48.2K – – –
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$40K +$40K +835 New
NSIM
259
North Star Investment Management
Illinois
$39K – – –
RFA
260
Reilly Financial Advisors
California
$35K – – –
HFM
261
Hartford Financial Management
Connecticut
$33K – – –
CSS
262
Cubist Systematic Strategies
Connecticut
$29K -$498K -10,482 -95%
HNB
263
Huntington National Bank
Ohio
$29K – – –
AIL
264
AGF Investments LLC
Ontario, Canada
$29K +$8.41K +174 +41%
WAS
265
Winch Advisory Services
Wisconsin
$28K +$28K +576 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$27.3K – – –
IA
267
IFP Advisors
Florida
$26K -$9.44K -199 -27%
WCBA
268
Weaver C. Barksdale & Associates
Tennessee
$25K -$147 -3 -0.6%
ASN
269
Advisory Services Network
Georgia
$24K – – –
SPIA
270
Steward Partners Investment Advisory
New York
$24K +$17.8K +375 +286%
PMFA
271
Plante Moran Financial Advisors
Michigan
$21K +$21K +430 New
CG
272
Cutler Group
California
$19K -$16.3K -355 -46%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
DAM
274
Delta Asset Management
Tennessee
$19K – – –
WEC
275
Winslow Evans & Crocker
Massachusetts
$17.4K – – –
9 10
11
12 13