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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
276
Wilmington Savings Fund Society
Delaware
$35K – – –
CIAM
277
Caitong International Asset Management
Hong Kong
$34.6K +$34.6K +748 New
BTI
278
Blue Trust Inc
Georgia
$33K -$11.8K -256 -26%
LC
279
Lindbrook Capital
California
$32.6K -$18.5K -401 -36%
SAM
280
Smartleaf Asset Management
Massachusetts
$31.8K +$10K +222 +46%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$30.7K +$30.7K +665 New
NICM
282
Neo Ivy Capital Management
New York
$29K +$29K +630 New
Bessemer Group
283
Bessemer Group
New Jersey
$26K +$2K +43 +8%
HCP
284
Hexagon Capital Partners
Arkansas
$25K +$2.96K +64 +13%
RWM
285
Rialto Wealth Management
New York
$23.6K +$23.6K +511 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$22.2K -$17.7K -383 -44%
QL
287
Quarry LP
New York
$21.2K -$1.06M -22,842 -98%
NL
288
NVWM LLC
Pennsylvania
$20.1K +$1.2K +26 +6%
Nomura Asset Management
289
Nomura Asset Management
Japan
$19.9K – – –
LI
290
LRI Investments
Florida
$19.8K +$647 +14 +3%
AWM
291
Avior Wealth Management
Nebraska
$18.5K – – –
AA
292
Ancora Advisors
Ohio
$18.5K – – –
UB
293
UMB Bank
Missouri
$18.5K +$9.89K +214 +115%
NA
294
NewEdge Advisors
Louisiana
$17.9K – – –
PTC
295
Private Trust Company
Ohio
$15.7K +$971 +21 +7%
RA
296
Rise Advisors
New York
$15K +$46 +1 +0.3%
CTWM
297
Cherry Tree Wealth Management
Minnesota
$12.2K – – –
FFA
298
Farther Finance Advisors
California
$11.6K -$43K -929 -79%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$10.2K -$832 -18 -8%
GGI
300
Godsey & Gibb Inc
Virginia
$9.65K – – –
10 11
12
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