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Terex
TEX

Overview Fund Activity

315 hedge funds and large institutions have $4.66B invested in Terex in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
9.1%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
61
Increased
92
Reduced
132
Closed
36
Calls
$71.2M
Puts
$57.4M
Net Calls
+$13.9M
Net Calls Change
+$13.2M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$178M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$110M
3
PHS
PFM Health Sciences
California
+$65.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$64.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$61.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$84M
2
SCM
Snow Capital Management
Pennsylvania
-$47.1M
3
AM
Appaloosa Management
Florida
-$34.6M
4
Goldman Sachs
Goldman Sachs
New York
-$33M
5
Brown Advisory
Brown Advisory
Maryland
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$168K +$28.7K +650 +21%
DADC
277
D.A. Davidson & Co
Montana
$158K -$119K -2,700 -43%
MCM
278
Mazama Capital Management
Oregon
$146K -$1.35M -30,560 -90%
OMCS
279
Old Mutual Customised Solutions
South Africa
$146K – – –
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$136K -$26K -586 -16%
SOAMC
281
Spirit of America Management Corp
New York
$133K +$133K +3,000 New
TAM
282
Tocqueville Asset Management
New York
$96K -$66.2K -1,490 -41%
HHMI
283
Howard Hughes Medical Institute
Maryland
$96K -$33.3K -755 -26%
SF
284
Synovus Financial
Georgia
$79K – – –
BRWM
285
B. Riley Wealth Management
Tennessee
$75K +$75K +1,700 New
ICM
286
Ionic Capital Management
New York
$58K +$58K +1,300 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$57K -$60.6K -1,374 -52%
WEC
288
Winslow Evans & Crocker
Massachusetts
$55.5K -$20.5K -462 -27%
LTFS
289
Ladenburg Thalmann Financial Services
Florida
$45K -$4.88K -109 -10%
WCBA
290
Weaver C. Barksdale & Associates
Tennessee
$33K -$671 -15 -2%
HR
291
Howe & Rusling
New York
$29K -$1.87K -42 -6%
WTC
292
WhitTier Trust Company
Nevada
$27K +$27K +600 New
HFM
293
Hartford Financial Management
Connecticut
$26K – – –
Envestnet Asset Management
294
Envestnet Asset Management
Illinois
$23K +$5.78K +131 +34%
DAM
295
Delta Asset Management
Tennessee
$22K – – –
AC
296
Alexandria Capital
Virginia
$14K – – –
GAM
297
Gemmer Asset Management
California
$14K +$14K +310 New
ACS
298
Archford Capital Strategies
Illinois
$13.7K +$13.7K +310 New
TIM
299
Tortoise Investment Management
New York
$13K – – –
BPBT
300
Boston Private Bank & Trust
Massachusetts
$13K +$13K +295 New
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