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Terex
TEX

280 hedge funds and large institutions have $2.17B invested in Terex in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 93

1.58% more ownership

Funds ownership: 85.67% → 87.26% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

3% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $4.09M

1% less funds holding

Funds holding: 283 → 280 (-3)

17% less capital invested

Capital invested by funds: $2.62B → $2.17B (-$447M)

Holders
280
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
108
Reduced
93
Closed
40
Calls
$3.97M
Puts
$4.09M
Net Calls
-$115K
Net Calls Change
-$907K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$18.1M
2
BlackRock
BlackRock
New York
+$17.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$13M
4
N
Nuveen
North Carolina
+$12.3M
5
GKIM
GW&K Investment Management
Massachusetts
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$26.7M
2
Franklin Resources
Franklin Resources
California
-$13.6M
3
Millennium Management
Millennium Management
New York
-$12.1M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$8.23M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIMFI
276
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$8.23M -187,215 Closed
IP
277
Interval Partners
New York
– -$6.68M -151,942 Closed
SSA
278
Schonfeld Strategic Advisors
New York
– -$2.5M -57,000 Closed
BC
279
Brookfield Corp
Ontario, Canada
– -$2.2M -50,000 Closed
OTPPB
280
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.74M -39,468 Closed
Jennison Associates
281
Jennison Associates
New York
– -$1.61M -36,565 Closed
MAG
282
Millrace Asset Group
Pennsylvania
– -$1.57M -35,733 Closed
Canada Pension Plan Investment Board
283
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.2M -27,300 Closed
GAM
284
Gotham Asset Management
New York
– -$1.2M -27,236 Closed
ACM
285
AlphaCrest Capital Management
New York
– -$872K -19,836 Closed
CIM
286
Chiron Investment Management
New York
– -$687K -15,629 Closed
BRWA
287
B. Riley Wealth Advisors
Florida
– -$448K -10,167 Closed
Pacer Advisors
288
Pacer Advisors
Pennsylvania
– -$433K -9,861 Closed
SRSA
289
S.R. Schill & Associates
Washington
– -$401K -9,130 Closed
Truist Financial
290
Truist Financial
North Carolina
– -$323K -7,357 Closed
WFG
291
Wills Financial Group
Virginia
– -$307K -6,987 Closed
DCM
292
Dupont Capital Management
Delaware
– -$289K -6,586 Closed
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
– -$271K -6,170 Closed
VRS
294
Virginia Retirement Systems
Virginia
– -$268 -6,100 Closed
PA
295
Pinnacle Associates
New York
– -$222K -5,040 Closed
GTCM
296
Gyon Technologies Capital Management
New Jersey
– -$220K -5,008 Closed
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
– -$219K -4,993 Closed
DCM
298
Delta Capital Management
New Jersey
– -$215K -4,900 Closed
SFI
299
Susquehanna Fundamental Investments
Pennsylvania
– -$215K -4,900 Closed
QCM
300
Quantinno Capital Management
New York
– -$213K -4,853 Closed
9 10 11
12
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TEX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2022, worth a combined $2.17B — down 17% from $2.62B a quarter earlier.

Fund positioning in TEX was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 108 added to existing stakes and 93 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $18.1M. The largest seller was Invesco, cutting an estimated $26.7M.

  • 280 institutional investors held Terex (TEX) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $2.17B of Terex stock for Q1 2022, down 17% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q1 2022 and 40 closed out, a net change of 0 holders.
  • The largest Terex buyer in Q1 2022 was Renaissance Technologies, an estimated $18.1M added.
  • The largest Terex seller in Q1 2022 was Invesco, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.