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Terex
TEX

Overview Fund Activity

297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-14
Holders Change %
-4.5%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
86
Reduced
120
Closed
56
Calls
$18.5M
Puts
$8.44M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
TCIM
1
TIAA CREF Investment Management
New York
$243M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.6M
3
JIM
3
Jupiter Investment Management
United Kingdom
$61M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$48.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$19.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$31.6M
2
BlackRock
2
BlackRock
New York
$244M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$36M
4
TG
4
TCW Group
California
$77.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$28K +$3.36K +83 +14%
Loomis, Sayles & Company
252
Loomis, Sayles & Company
Massachusetts
$20K -$6.31K -155 -24%
AA
253
Ancora Advisors
Ohio
$20K +$20K +500 New
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$19K +$369 +9 +2%
DAM
255
Delta Asset Management
Tennessee
$16K – – –
WEC
256
Winslow Evans & Crocker
Massachusetts
$14K – – –
AW
257
Alpha Windward
Massachusetts
$13K -$480K -12,120 -97%
OIA
258
OneDigital Investment Advisors
Kansas
$13K -$1.03K -25 -7%
GAM
259
Gemmer Asset Management
California
$13K – – –
TAIM
260
TD Ameritrade Investment Management
Nebraska
$13K +$13K +316 New
PA
261
Parallel Advisors
California
$12K +$1.64K +42 +16%
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$11K +$11K +268 New
SBL
263
Sargent Bickham Lagudis
Colorado
$10K +$38 +1 +0.4%
PMFA
264
Plante Moran Financial Advisors
Michigan
$9K – – –
VIA
265
Vantage Investment Advisors
Pennsylvania
$9K – – –
AIL
266
AGF Investments LLC
Ontario, Canada
$8K -$8K -212 -50%
RFC
267
Regions Financial Corp
Alabama
$8K – – –
SFSIG
268
San Francisco Sentry Investment Group
California
$6K -$494 -13 -8%
PCP
269
Proficio Capital Partners
Massachusetts
$6K +$192 +5 +3%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
VNA
271
Valley National Advisers
Pennsylvania
$5K – – –
JA
272
JOYN Advisors
Georgia
$5K – – –
CFD
273
Creative Financial Designs
Indiana
$5K +$5K +121 New
SCM
274
Stanley Capital Management
Texas
$4.88K -$363 -9,100 -7%
TWA
275
TCI Wealth Advisors
Arizona
$4K -$40.5K -892 -91%
9 10
11
12 13