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271 hedge funds and large institutions have $2.11B invested in Terex in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 88 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $146M | Put options by funds: $45.8M

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

29% more capital invested

Capital invested by funds: $1.64B → $2.11B (+$471M)

8% more funds holding

Funds holding: 251271 (+20)

3.32% less ownership

Funds ownership: 82.24%78.91% (-3.3%)

14% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 102

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
88
Reduced
102
Closed
33
Calls
$146M
Puts
$45.8M
Net Calls
+$99.8M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
-$3K -145 Closed
S
302
SignatureFD
Georgia
-$3K -139 Closed
AFP
303
Ausdal Financial Partners
Iowa
-$2K -128 Closed
IWMPD
304
Integrated Wealth Management (Palm Desert)
California
-$230 -11 -55%

TEX Hedge Fund Activity: Q1 2016 in Review

271 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2016, worth a combined $2.11B — up 29% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TEX positions and 33 closed out — a net gain of 23 holders — while 88 added to existing stakes and 102 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $39M. The largest seller was TIAA CREF Investment Management, cutting an estimated $93.4M.

  • 271 institutional investors held Terex (TEX) as of Q1 2016, up from 251 in Q4 2015.
  • Funds reported $2.11B of Terex stock for Q1 2016, up 29% quarter-over-quarter.
  • 56 funds opened new Terex positions in Q1 2016 and 33 closed out, a net change of +23 holders.
  • The largest Terex buyer in Q1 2016 was Point72 Asset Management, an estimated $39M added.
  • The largest Terex seller in Q1 2016 was TIAA CREF Investment Management, an estimated $93.4M sold.

Based on aggregated 13F filings for Q1 2016.