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Terex
TEX

Overview Fund Activity

294 hedge funds and large institutions have $4.23B invested in Terex in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
8.54%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
48
Increased
88
Reduced
124
Closed
49
Calls
$80.7M
Puts
$80M
Net Calls
+$626K
Net Calls Change
-$7.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$55.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$181M
4
Credit Agricole
4
Credit Agricole
France
$45.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$15.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
PHS
3
PFM Health Sciences
California
$0
4
PCM
4
Pennant Capital Management
New Jersey
$229M
5
FAM
5
Fred Alger Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
276
Delta Asset Management
Tennessee
$21K – – –
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$16K +$10.8K +263 +207%
TIM
278
Tortoise Investment Management
New York
$13K – – –
AC
279
Alexandria Capital
Virginia
$13K +$13K +320 New
DIA
280
Denver Investment Advisors
Colorado
$12.7K +$5.37K +127,920 +74%
PTC
281
Private Trust Company
Ohio
$10K – – –
M&T Bank
282
M&T Bank
New York
$8K – – –
SFSIG
283
San Francisco Sentry Investment Group
California
$7K – – –
Manulife (Manufacturers Life Insurance)
284
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.9K +$945 +22,496 +16%
TWA
285
TCI Wealth Advisors
Arizona
$6K – – –
ASN
286
Advisory Services Network
Georgia
$5K +$5K +120 New
HNB
287
Huntington National Bank
Ohio
$4K – – –
BGIM
288
Brandywine Global Investment Management
Pennsylvania
$4K – – –
PSUF
289
People's United Financial
Connecticut
$4K – – –
EWM
290
Evercore Wealth Management
New York
$3K – – –
GC
291
Globeflex Capital
California
$3K – – –
LWA
292
Lenox Wealth Advisors
New York
$3K +$3K +63 New
MFS
293
MSI Financial Services
Massachusetts
$2K -$3.39K -88 -63%
SA
294
SRH Advisors
Kansas
$1K +$1K +29 New
Adage Capital Partners
295
Adage Capital Partners
Massachusetts
– -$43.5M -1,296,105 Closed
PHS
296
PFM Health Sciences
California
– -$42.5M -1,264,391 Closed
FAM
297
Fred Alger Management
New York
– -$37.7M -1,121,484 Closed
SC
298
Samlyn Capital
New York
– -$18.1M -537,508 Closed
T
299
Tahithromos
New York
– -$17.7M -526,226 Closed
AG
300
Artal Group
Luxembourg
– -$9.24M -275,000 Closed
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12
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