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Terex
TEX

Overview Fund Activity

310 hedge funds and large institutions have $2.44B invested in Terex in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 94 increasing their positions, 111 reducing their positions, and 24 closing their positions.

Holders
310
Holders Change
+37
Holders Change %
+13.55%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
94
Reduced
111
Closed
24
Calls
$13.4M
Puts
$11.5M
Net Calls
+$1.92M
Net Calls Change
-$2.74M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$63.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$16.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$13.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$329M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$96.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$47.1M
3
BlackRock
3
BlackRock
New York
$390M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.5M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$5.04K -$11.2K -262 -69%
DAC
277
Dividend Assets Capital
South Carolina
$5K – – –
AWM
278
Accurate Wealth Management
Florida
$4.89K +$4.89K +107 New
PPC
279
Park Place Capital
Alabama
$4K +$4K +98 New
JGIA
280
Jackson Grant Investment Advisers
Connecticut
$3.92K +$43 +1 +1%
BIA
281
Bell Investment Advisors
California
$3.63K – – –
ZIG
282
Zullo Investment Group
Pennsylvania
$3.16K – – –
QC
283
Quent Capital
New York
$2.78K -$342 -8 -11%
GRP
284
Global Retirement Partners
California
$2.26K +$1.41K +33 +165%
AF
285
Allworth Financial
California
$2.18K +$214 +5 +11%
JWA
286
JFS Wealth Advisors
Pennsylvania
$2.09K +$85 +2 +4%
CAM
287
ClariVest Asset Management
California
$2K – – –
SWM
288
Spire Wealth Management
Virginia
$2K +$2K +39 New
TFGT
289
TS Financial Group (TSFG)
Illinois
$2K +$2K +50 New
MHR
290
Matthew Hamilton Rosenberg
$1.99K – – –
AAP
291
Arax Advisory Partners
Colorado
$1.97K – – –
SC
292
Schubert & Co
Texas
$1.92K +$43 +1 +2%
BAM
293
Belpointe Asset Management
Nevada
$1.92K +$1.92K +45 New
RWPA
294
Richard W. Paul & Associates
Michigan
$1.54K +$1.54K +36 New
GWS
295
Glassman Wealth Services
Virginia
$1.45K – – –
CS
296
Comerica Securities
Michigan
$1.37K +$1.37K +32 New
GC
297
Globeflex Capital
California
$1.28K – – –
PWMG
298
Prestige Wealth Management Group
New Jersey
$1.07K +$1.07K +25 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
TWP
300
TFO Wealth Partners
Ohio
$840 +$840 +6 New
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12
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