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283 hedge funds and large institutions have $2.62B invested in Terex in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $4.32M

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

3% more capital invested

Capital invested by funds: $2.53B → $2.62B (+$87.4M)

1% more funds holding

Funds holding: 281283 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 86.14%85.67% (-0.47%)

Holders
283
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
102
Reduced
98
Closed
38
Calls
$5.11M
Puts
$4.32M
Net Calls
+$792K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$16K -$3.55K -79 -18%
BAM
252
Byrne Asset Management
New Jersey
$13K +$13.5K +300 New
SBL
253
Sargent Bickham Lagudis
Colorado
$12K
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.79K +218 New
MCM
255
Manchester Capital Management
Vermont
$7K -$988 -22 -13%
HMS
256
Hanseatic Management Services
New Mexico
$7K
SWM
257
Spire Wealth Management
Virginia
$7K +$718 +16 +11%
FHA
258
First Horizon Advisors
Tennessee
$6K
AssetMark Inc
259
AssetMark Inc
California
$5K +$5.61K +125 New
DAC
260
Dividend Assets Capital
South Carolina
$5K +$5.61K +125 New
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.92K -$76.8K -1,710 -2%
RFA
262
Reilly Financial Advisors
California
$4K +$4.49K +100 New
IA
263
IFP Advisors
Florida
$3K -$18.2K -406 -85%
TWM
264
Tradition Wealth Management
Minnesota
$3K
C
265
Covestor
United Kingdom
$3K +$2.83K +63 New
QC
266
Quent Capital
New York
$3K +$3.28K +73 New
ZIG
267
Zullo Investment Group
Pennsylvania
$3K +$3.32K +74 New
EI
268
Ellevest Inc
New York
$2K -$1.03K -23 -31%
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$2K
AAP
270
Arax Advisory Partners
Colorado
$2K +$1.89K +42 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1K -$17.3K -385 -96%
MHR
272
Matthew Hamilton Rosenberg
$1K
PCG
273
Private Capital Group
Connecticut
$1K
BIA
274
Bell Investment Advisors
California
$1K +$539 +12 +109%
JWA
275
JFS Wealth Advisors
Pennsylvania
$1K +$539 +12 New