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Terex
TEX

Overview Fund Activity

386 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 153 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-15
Holders Change %
-3.74%
% of All Funds
5.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
126
Reduced
153
Closed
54
Calls
$13.3M
Puts
$23M
Net Calls
-$9.69M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
HPC
4
HM Payson & Co
Maine
$24.4M
5
American Century Companies
5
American Century Companies
Missouri
$67.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
BlackRock
2
BlackRock
New York
$572M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$52.8M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
251
Measured Wealth Private Client Group
New Hampshire
$363K +$44.6K +692 +14%
KCM
252
Kendall Capital Management
Maryland
$362K +$362K +5,625 New
MAM
253
Martingale Asset Management
Massachusetts
$361K +$361K +5,605 New
QCM
254
QRG Capital Management
Illinois
$358K +$15.1K +234 +4%
SW
255
SkyOak Wealth
Michigan
$357K +$357K +5,539 New
US Bancorp
256
US Bancorp
Minnesota
$356K -$10.5K -163 -3%
SAM
257
Securian Asset Management
Minnesota
$355K -$6.44K -100 -2%
OA
258
Oxbow Advisors
Texas
$354K – – –
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$351K -$62.3K -966 -15%
VCA
260
Verdence Capital Advisors
Maryland
$347K +$2.58K +40 +0.7%
CC
261
Centiva Capital
New York
$345K -$815K -12,649 -70%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$342K +$62.4K +968 +22%
M&T Bank
263
M&T Bank
New York
$342K -$30.5K -474 -8%
AA
264
AlphaMark Advisors
Kentucky
$341K +$43.1K +670 +14%
HSBC Holdings
265
HSBC Holdings
United Kingdom
$341K -$925K -14,357 -73%
JFG
266
Jefferies Financial Group
New York
$336K +$336K +5,219 New
ACA
267
Atlas Capital Advisors
Wyoming
$323K -$118K -1,826 -27%
VI
268
Vestcor Inc
New Brunswick, Canada
$323K – – –
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$317K – – –
PA
270
Pinnacle Associates
New York
$317K – – –
SG Americas Securities
271
SG Americas Securities
New York
$307K -$410K -6,359 -57%
LI
272
LVZ Inc
Michigan
$301K -$3.41K -53 -1%
CGH
273
Crossmark Global Holdings
Texas
$295K +$257 +4 +0.1%
EWA
274
Exencial Wealth Advisors
Oklahoma
$292K -$644 -10 -0.2%
CA
275
Cetera Advisors
Colorado
$287K +$287K +4,464 New
9 10
11
12 13