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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
251
State of Wyoming
Wyoming
$141K +$141K +3,042 New
KIM
252
Kestra Investment Management
Texas
$140K -$150K -3,250 -52%
WCM
253
Westend Capital Management
California
$134K -$7.26K -157 -5%
PEAK6
254
PEAK6
Illinois
$115K +$115K +2,493 New
C
255
Covestor
United Kingdom
$111K +$7.02K +151 +7%
Canada Pension Plan Investment Board
256
Canada Pension Plan Investment Board
Ontario, Canada
$106K +$18.5K +400 +21%
WT
257
Whittier Trust
California
$105K – – –
SCM
258
Sterling Capital Management
North Carolina
$97.1K +$86.5K +1,871 +817%
MCM
259
MAI Capital Management
Ohio
$96.2K +$96.2K +2,081 New
1IA
260
1620 Investment Advisors
Massachusetts
$90.6K -$3K -65 -3%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$88.4K -$11K -237 -11%
PS
262
Principal Securities
Iowa
$81.7K – – –
QCG
263
Quadrant Capital Group
Ohio
$70K -$37.2K -805 -35%
Ohio Public Employees Retirement System (OPERS)
264
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.1K +$2.13K +46 +3%
SO
265
STRS Ohio
Ohio
$60.1K -$74K -1,600 -55%
S
266
SignatureFD
Georgia
$53.2K -$13.5K -293 -20%
AssetMark Inc
267
AssetMark Inc
California
$52.7K +$740 +16 +1%
SPIA
268
Steward Partners Investment Advisory
New York
$52K -$6.47K -140 -11%
VAG
269
VisionPoint Advisory Group
Texas
$50.9K +$50.9K +1,144 New
OPTFSNA
270
Old Point Trust & Financial Services N A
Virginia
$48.7K – – –
PA
271
Parallel Advisors
California
$48.1K -$37.1K -803 -44%
GKIM
272
GW&K Investment Management
Massachusetts
$45K -$11.2K -245 -20%
CAL
273
Capital Advisors Ltd
Ohio
$39K – – –
GI
274
GAMMA Investing
California
$36.6K +$2.54K +55 +7%
TC
275
Truvestments Capital
Florida
$36K – – –
9 10
11
12 13