TEX icon

Terex
TEX

Overview Fund Activity

311 hedge funds and large institutions have $3.1B invested in Terex in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+25
Holders Change %
+8.74%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
96
Reduced
105
Closed
31
Calls
$17.2M
Puts
$9.67M
Net Calls
+$7.48M
Net Calls Change
-$12.5M

Top Buyers

1
TCIM
TIAA CREF Investment Management
New York
$119M
2
Goldman Sachs
Goldman Sachs
New York
$79.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$92.2M
4
FWIA
Fort Washington Investment Advisors
Ohio
$16.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$47.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.4M
4
Prudential Financial
Prudential Financial
New Jersey
$10.8M
5
SFM
Systematic Financial Management
New Jersey
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
251
Chicago Partners Investment Group
Illinois
$61K +$46.3K +1,100 +314%
FANJ
252
Financial Architects (New Jersey)
New Jersey
$56K – – –
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$50K – – –
Simplex Trading
254
Simplex Trading
Illinois
$50K +$50K +1,203 New
CG
255
Cutler Group
California
$44K +$33.5K +799 +320%
RE
256
RBC Europe
United Kingdom
$42.2K – – –
TWA
257
TCI Wealth Advisors
Arizona
$41K +$37.3K +892 +1,014%
NSIM
258
North Star Investment Management
Illinois
$34K – – –
ASN
259
Advisory Services Network
Georgia
$31K – – –
Loomis, Sayles & Company
260
Loomis, Sayles & Company
Massachusetts
$27K +$27K +646 New
SPIA
261
Steward Partners Investment Advisory
New York
$26K – – –
FIB
262
First Interstate Bank
Montana
$25K +$25K +596 New
PCM
263
Penserra Capital Management
California
$25K +$25K +604 New
AG
264
Advisor Group
Arizona
$24K -$18.6K -460 -44%
WAS
265
Winch Advisory Services
Wisconsin
$24K +$83 +2 +0.3%
IA
266
IFP Advisors
Florida
$23K – – –
MAM
267
Meeder Asset Management
Ohio
$22.9K +$22.9K +542 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$19K +$2.71K +65 +17%
DAM
269
Delta Asset Management
Tennessee
$17K – – –
WEC
270
Winslow Evans & Crocker
Massachusetts
$16K – – –
CF
271
Centaurus Financial
California
$16K +$16K +376 New
OIA
272
OneDigital Investment Advisors
Kansas
$14K – – –
GAM
273
Gemmer Asset Management
California
$13K – – –
YWP
274
YorkBridge Wealth Partners
New York
$13K – – –
PA
275
Parallel Advisors
California
$11K -$1.87K -45 -15%
9 10
11
12 13