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Terex
TEX

280 hedge funds and large institutions have $2.17B invested in Terex in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 93

1.58% more ownership

Funds ownership: 85.67% → 87.26% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

3% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $4.09M

1% less funds holding

Funds holding: 283 → 280 (-3)

17% less capital invested

Capital invested by funds: $2.62B → $2.17B (-$447M)

Holders
280
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
108
Reduced
93
Closed
40
Calls
$3.97M
Puts
$4.09M
Net Calls
-$115K
Net Calls Change
-$907K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$18.1M
2
BlackRock
BlackRock
New York
+$17.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$13M
4
N
Nuveen
North Carolina
+$12.3M
5
GKIM
GW&K Investment Management
Massachusetts
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$26.7M
2
Franklin Resources
Franklin Resources
California
-$13.6M
3
Millennium Management
Millennium Management
New York
-$12.1M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$8.23M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
COI
301
Connable Office Inc
Michigan
– -$209K -4,755 Closed
PWP
302
Principle Wealth Partners
Connecticut
– -$202K -4,591 Closed
CIM
303
Contravisory Investment Management
Massachusetts
– -$154K -3,498 Closed
SCA
304
Snowden Capital Advisors
New York
– -$52K -1,192 Closed
DekaBank Deutsche Girozentrale
305
DekaBank Deutsche Girozentrale
Germany
– -$31K -703 Closed
EVM
306
Eaton Vance Management
Massachusetts
– -$26K -598 Closed
AF
307
Allworth Financial
California
– -$23K -521 Closed
DAM
308
Delta Asset Management
Tennessee
– -$18K -400 Closed
HMS
309
Hanseatic Management Services
New Mexico
– -$7K -159 Closed
SWM
310
Spire Wealth Management
Virginia
– -$7K -156 Closed
TWM
311
Tradition Wealth Management
Minnesota
– -$3K -64 Closed
UB
312
UMB Bank
Missouri
– -$1K -31 Closed
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -15 Closed
SIC
314
SJS Investment Consulting
Ohio
– +$83 +2 New
SC
315
Schubert & Co
Texas
– +$248 +6 +120%
DI
316
Disciplined Investments
Oklahoma
– +$372 +9 New
CI
317
Cordant Inc
Oregon
– +$579 +14 New
9 10 11 12
13

TEX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2022, worth a combined $2.17B — down 17% from $2.62B a quarter earlier.

Fund positioning in TEX was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 108 added to existing stakes and 93 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $18.1M. The largest seller was Invesco, cutting an estimated $26.7M.

  • 280 institutional investors held Terex (TEX) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $2.17B of Terex stock for Q1 2022, down 17% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q1 2022 and 40 closed out, a net change of 0 holders.
  • The largest Terex buyer in Q1 2022 was Renaissance Technologies, an estimated $18.1M added.
  • The largest Terex seller in Q1 2022 was Invesco, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.