TEX icon

Terex
TEX

Overview Fund Activity

297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-14
Holders Change %
-4.5%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
86
Reduced
120
Closed
56
Calls
$18.5M
Puts
$8.44M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
TCIM
1
TIAA CREF Investment Management
New York
$243M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.6M
3
JIM
3
Jupiter Investment Management
United Kingdom
$61M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$48.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$19.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$31.6M
2
BlackRock
2
BlackRock
New York
$244M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$36M
4
TG
4
TCW Group
California
$77.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$4K -$509 -14 -11%
SMFS
277
Squar Milner Financial Services
California
$4K – – –
RCAG
278
Rehmann Capital Advisory Group
Michigan
$3.47K – – –
ST
279
Smithfield Trust
Pennsylvania
$3K – – –
JGIA
280
Jackson Grant Investment Advisers
Connecticut
$3K – – –
GWM
281
Geneos Wealth Management
Colorado
$3K – – –
FHA
282
Flagship Harbor Advisors
Massachusetts
$3K +$36 +1 +1%
WSTAM
283
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3K +70 New
WCM
284
Whitener Capital Management
North Carolina
$3K +$3K +100 New
EARNEST Partners
285
EARNEST Partners
Georgia
$2K – – –
AWM
286
Avior Wealth Management
Nebraska
$2K – – –
FGAM
287
Financial Gravity Asset Management
Texas
$2K +$1.06K +28 +112%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +47 New
SIS
289
Sound Income Strategies
Florida
$2K +$2K +50 New
QCG
290
Quadrant Capital Group
Ohio
$1K – – –
CAW
291
Cornerstone Advisors (Washington)
Washington
$1K – – –
Fidelity International
292
Fidelity International
Bermuda
$1K +$1K +25 New
BA
293
Ballew Advisors
Mississippi
$1K +$1K +28 New
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +30 New
TPCM
295
Tide Point Capital Management
Connecticut
– -$13.1M -309,324 Closed
Victory Capital Management
296
Victory Capital Management
Texas
– -$12.1M -286,576 Closed
IECM
297
Intrinsic Edge Capital Management
Illinois
– -$6.73M -159,506 Closed
IP
298
Interval Partners
New York
– -$4.77M -113,000 Closed
SCM
299
SG Capital Management
Illinois
– -$4.41M -104,607 Closed
SEI Investments
300
SEI Investments
Pennsylvania
– -$3.52M -83,455 Closed
10 11
12
13 14