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Terex
TEX

Overview Fund Activity

386 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 153 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-15
Holders Change %
-3.74%
% of All Funds
5.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
126
Reduced
153
Closed
54
Calls
$13.3M
Puts
$23M
Net Calls
-$9.69M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
HPC
4
HM Payson & Co
Maine
$24.4M
5
American Century Companies
5
American Century Companies
Missouri
$67.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
BlackRock
2
BlackRock
New York
$572M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$52.8M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$284K -$79.1K -1,228 -22%
AC
277
Aristides Capital
Kentucky
$275K +$275K +4,275 New
CFGS
278
Concourse Financial Group Securities
Alabama
$271K +$39.4K +612 +17%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$268K -$11.2K -174 -4%
CAN
280
Cetera Advisor Networks
California
$261K +$261K +4,048 New
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
$259K -$3.04M -47,130 -92%
SOW
282
State of Wyoming
Wyoming
$258K -$78.6K -1,221 -23%
LWM
283
Lyell Wealth Management
California
$258K – – –
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$257K -$63.4K -984 -20%
GT
285
Greenleaf Trust
Michigan
$252K – – –
PA
286
Profund Advisors
Maryland
$244K +$8.31K +129 +4%
AWM
287
Aviso Wealth Management
Washington
$244K – – –
SGI
288
Summit Global Investments
Utah
$240K -$497K -7,718 -67%
Capstone Investment Advisors
289
Capstone Investment Advisors
New York
$239K +$239K +3,706 New
DCM
290
Delta Capital Management
New Jersey
$234K – – –
PWP
291
Principle Wealth Partners
Connecticut
$230K – – –
MLICM
292
Metropolitan Life Insurance Company (MetLife)
New York
$225K -$16.3K -253 -7%
DT
293
Diversified Trust
Tennessee
$224K -$2.51K -39 -1%
BJL
294
Brighton Jones LLC
Washington
$220K -$55.6K -864 -20%
VIA
295
Virtus Investment Advisers
Connecticut
$218K – – –
FIM
296
Fruth Investment Management
Texas
$215K +$215K +3,350 New
CIP
297
Cornerstone Investment Partners
Georgia
$208K +$208K +3,237 New
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
$208K +$208K +3,233 New
APP
299
Avantax Planning Partners
Iowa
$206K -$62.9K -976 -23%
WCM
300
Westend Capital Management
California
$203K +$203K +3,156 New
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12
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