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Terex
TEX

274 hedge funds and large institutions have $1.77B invested in Terex in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $4.99M

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.64B → $1.77B (+$137M)

5% more funds holding

Funds holding: 261 → 274 (+13)

1.58% more ownership

Funds ownership: 86.32% → 87.9% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
91
Reduced
108
Closed
26
Calls
$9.65M
Puts
$4.99M
Net Calls
+$4.66M
Net Calls Change
+$4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.1M
2
Invesco
Invesco
Georgia
+$14M
3
BlackRock
BlackRock
New York
+$11.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$12.3M
4
Bank of America
Bank of America
North Carolina
-$10.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
276
Squarepoint
New York
– -$702K -25,636 Closed
DA
277
Duality Advisers
Florida
– -$626K -22,855 Closed
PP
278
PDT Partners
New York
– -$602K -21,995 Closed
DTL
279
Dynamic Technology Lab
Singapore
– -$513K -18,734 Closed
CC
280
Cypress Capital
Tennessee
– -$487K -17,791 Closed
EGM
281
Engineers Gate Manager
New York
– -$445K -16,270 Closed
MF
282
Magnetar Financial
Illinois
– -$400 -14,624 Closed
CL
283
CSS LLC
Illinois
– -$274K -10,000 Closed
CS
284
Candriam SCA
Luxembourg
– -$260K -9,486 Closed
BBP
285
Banco BTG Pactual
Brazil
– -$252K -9,200 Closed
BC
286
Bridgefront Capital
Texas
– -$219K -7,996 Closed
PCM
287
Prelude Capital Management
New York
– -$216K -7,876 Closed
IUHSA
288
Itau Unibanco Holding S.A.
Brazil
– -$102K -3,738 Closed
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
– -$63K -2,306 Closed
SO
290
STRS Ohio
Ohio
– -$52K -1,900 Closed
PFS
291
Prospera Financial Services
Texas
– -$27K -969 Closed
RTC
292
Riverview Trust Company
Washington
– -$15K -547 Closed
CWP
293
Concord Wealth Partners
Virginia
– -$2K -72 Closed
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -50 Closed
PWMG
295
Prestige Wealth Management Group
New Jersey
– -$1K -39 Closed
DI
296
Disciplined Investments
Oklahoma
– +$196 +6 +100%
GI
297
Gradient Investments
Minnesota
– +$196 +6 New
SIC
298
SJS Investment Consulting
Ohio
– +$654 +20 New
8 9 10 11
12

TEX Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2022, worth a combined $1.77B — up 8.4% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TEX positions and 26 closed out — a net gain of 14 holders — while 91 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 274 institutional investors held Terex (TEX) as of Q3 2022, up from 261 in Q2 2022.
  • Funds reported $1.77B of Terex stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q3 2022 and 26 closed out, a net change of +14 holders.
  • The largest Terex buyer in Q3 2022 was Fidelity Investments, an estimated $28.1M added.
  • The largest Terex seller in Q3 2022 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2022.