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Terex
TEX

274 hedge funds and large institutions have $1.77B invested in Terex in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $4.99M

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.64B → $1.77B (+$137M)

5% more funds holding

Funds holding: 261 → 274 (+13)

1.58% more ownership

Funds ownership: 86.32% → 87.9% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
91
Reduced
108
Closed
26
Calls
$9.65M
Puts
$4.99M
Net Calls
+$4.66M
Net Calls Change
+$4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.1M
2
Invesco
Invesco
Georgia
+$14M
3
BlackRock
BlackRock
New York
+$11.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$12.3M
4
Bank of America
Bank of America
North Carolina
-$10.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$4K +$4.19K +128 New
C
252
Covestor
United Kingdom
$3K -$850 -26 -19%
JGIA
253
Jackson Grant Investment Advisers
Connecticut
$3K – – –
BIA
254
Bell Investment Advisors
California
$3K +$1.9K +58 +215%
QC
255
Quent Capital
New York
$2K – – –
ZIG
256
Zullo Investment Group
Pennsylvania
$2K – – –
MFT
257
Moisand Fitzgerald Tamayo
Florida
$2K +$2.49K +76 New
AF
258
Allworth Financial
California
$1K -$11.5K -353 -88%
GRP
259
Global Retirement Partners
California
$1K -$131 -4 -17%
CAM
260
ClariVest Asset Management
California
$1K – – –
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
MHR
262
Matthew Hamilton Rosenberg
$1K – – –
JWA
263
JFS Wealth Advisors
Pennsylvania
$1K +$327 +10 +27%
SC
264
Schubert & Co
Texas
$1K +$425 +13 +42%
AAP
265
Arax Advisory Partners
Colorado
$1K +$752 +23 +100%
GWS
266
Glassman Wealth Services
Virginia
$1K +$785 +24 +240%
NICM
267
Neo Ivy Capital Management
New York
$1K +$850 +26 New
GC
268
Globeflex Capital
California
$1K +$981 +30 New
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$340 -$319K -9,742 -49%
KFS
270
Kelly Financial Services
Massachusetts
$208 – – –
Renaissance Technologies
271
Renaissance Technologies
New York
– -$8.73M -318,800 Closed
VMPIC
272
Varma Mutual Pension Insurance Co
Finland
– -$1.58M -57,883 Closed
CCM
273
Cinctive Capital Management
New York
– -$1.49M -54,400 Closed
AG
274
Algert Global
California
– -$729K -26,620 Closed
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
– -$715K -26,111 Closed
8 9 10
11
12

TEX Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2022, worth a combined $1.77B — up 8.4% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TEX positions and 26 closed out — a net gain of 14 holders — while 91 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 274 institutional investors held Terex (TEX) as of Q3 2022, up from 261 in Q2 2022.
  • Funds reported $1.77B of Terex stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q3 2022 and 26 closed out, a net change of +14 holders.
  • The largest Terex buyer in Q3 2022 was Fidelity Investments, an estimated $28.1M added.
  • The largest Terex seller in Q3 2022 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2022.