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Terex
TEX

Overview Fund Activity

382 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+24
Holders Change %
+6.7%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
123
Reduced
145
Closed
46
Calls
$36.8M
Puts
$20.9M
Net Calls
+$15.9M
Net Calls Change
+$1.12M

Top Buyers

1
GA
Greenhaven Associates
New York
+$44.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35.3M
4
AIM
Atlantic Investment Management
New York
+$19.3M
5
Bank of America
Bank of America
North Carolina
+$15M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$388K +$343K +5,734 +768%
MML Investors Services
252
MML Investors Services
Massachusetts
$384K +$118K +1,971 +44%
OQS
253
Occudo Quantitative Strategies
Florida
$383K -$1.26M -21,034 -77%
VCA
254
Verdence Capital Advisors
Maryland
$383K -$43.4K -726 -10%
KBC Group
255
KBC Group
Belgium
$381K +$3.53K +59 +0.9%
AA
256
ALPS Advisors
Colorado
$357K +$2.69K +45 +0.8%
SAM
257
Securian Asset Management
Minnesota
$357K -$5.98K -100 -2%
LI
258
LVZ Inc
Michigan
$351K -$76.8K -1,284 -18%
Cerity Partners
259
Cerity Partners
New York
$348K +$348K +5,823 New
Assenagon Asset Management
260
Assenagon Asset Management
Luxembourg
$341K -$9.31M -155,535 -96%
OA
261
Oxbow Advisors
Texas
$329K +$329K +5,500 New
CL
262
CSS LLC
Illinois
$329K +$329K +5,500 New
AIM
263
ARGA Investment Management
Connecticut
$326K – – –
VIA
264
Virtus Investment Advisers
Connecticut
$325K -$302K -5,054 -48%
QCM
265
Quantinno Capital Management
New York
$323K +$25K +417 +8%
II
266
Inspire Investing
Idaho
$313K -$24.3K -406 -7%
HIM
267
Hanlon Investment Management
New Jersey
$310K +$5.33K +89 +2%
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$307K -$24.5K -410 -7%
M&T Bank
269
M&T Bank
New York
$307K -$36.7K -613 -11%
JFG
270
Jefferies Financial Group
New York
$306K +$306K +5,116 New
PA
271
Pinnacle Associates
New York
$298K -$1.8K -30 -0.6%
Mariner
272
Mariner
Kansas
$297K +$47.2K +789 +19%
Group One Trading
273
Group One Trading
Illinois
$289K +$32.2K +539 +13%
CGH
274
Crossmark Global Holdings
Texas
$284K -$14.9K -260 -5%
SG Americas Securities
275
SG Americas Securities
New York
$279K -$1.37M -22,824 -83%
9 10
11
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