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Terex
TEX

Overview Fund Activity

357 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+47
Holders Change %
+15.16%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
79
Increased
114
Reduced
123
Closed
29
Calls
$34.7M
Puts
$19.9M
Net Calls
+$14.8M
Net Calls Change
+$12.9M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.4M
2
Invesco
2
Invesco
Georgia
$97.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$35.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.5M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$63M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
251
Winton Group
United Kingdom
$274K +$274K +5,664 New
II
252
Inspire Investing
Idaho
$272K +$6.24K +129 +2%
JPMPWA
253
J.P. Morgan Private Wealth Advisors
California
$268K +$30.2K +624 +13%
AIM
254
ARGA Investment Management
Connecticut
$264K – – –
VI
255
Versor Investments
New York
$263K +$629 +13 +0.2%
CGH
256
Crossmark Global Holdings
Texas
$252K -$20K -413 -7%
BCM
257
Bayesian Capital Management
New York
$252K -$160K -3,300 -39%
E
258
Ergoteles
New York
$248K -$194K -4,020 -44%
HIM
259
Hanlon Investment Management
New Jersey
$246K +$246K +5,087 New
PA
260
Pinnacle Associates
New York
$242K – – –
QCM
261
Quantinno Capital Management
New York
$241K – – –
Creative Planning
262
Creative Planning
Kansas
$239K +$239K +4,950 New
CCM
263
Coldstream Capital Management
Washington
$239K +$2.37K +49 +1%
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$238K -$10.5K -218 -4%
XT
265
XTX Topco
Cayman Islands
$237K +$237K +4,895 New
DCM
266
Delta Capital Management
New Jersey
$231K – – –
Kovitz Investment Group Partners
267
Kovitz Investment Group Partners
Illinois
$222K +$222K +4,579 New
MML Investors Services
268
MML Investors Services
Massachusetts
$215K +$215K +4,448 New
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
$210K +$210K +4,344 New
PA
270
Parallel Advisors
California
$209K -$105K -2,175 -34%
Group One Trading
271
Group One Trading
Illinois
$208K +$208K +4,295 New
DT
272
Diversified Trust
Tennessee
$207K +$207K +4,272 New
GT
273
Greenleaf Trust
Michigan
$205K +$205K +4,228 New
Mariner
274
Mariner
Kansas
$202K +$202K +4,181 New
PMEF
275
Point72 Middle East FZE
United Arab Emirates
$200K +$200K +4,136 New
9 10
11
12 13