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Terex
TEX

Overview Fund Activity

357 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+47
Holders Change %
+15.16%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
79
Increased
114
Reduced
123
Closed
29
Calls
$34.7M
Puts
$19.9M
Net Calls
+$14.8M
Net Calls Change
+$12.9M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.4M
2
Invesco
2
Invesco
Georgia
$97.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$35.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.5M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$63M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
301
PrairieView Partners
Minnesota
$48K – – –
PFBT
302
Parkside Financial Bank & Trust
Missouri
$45K +$21K +434 +88%
AssetMark Inc
303
AssetMark Inc
California
$44K – – –
Amundi
304
Amundi
France
$42.6K – – –
AWM
305
Accel Wealth Management
Iowa
$41.8K +$145 +3 +0.3%
C
306
Covestor
United Kingdom
$38K -$30.6K -637 -45%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$36.1K +$30.4K +628 +532%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$36K -$1.35K -28 -4%
DFCM
309
Dark Forest Capital Management
Puerto Rico
$28.2K +$28.2K +582 New
VFA
310
Virtus Fund Advisers
Connecticut
$28K – – –
TAM
311
Tucker Asset Management
Colorado
$27.1K +$27.1K +561 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$26K +$8.27K +171 +47%
AAS
313
Ameritas Advisory Services
Nebraska
$25.9K +$25.9K +535 New
LC
314
Lindbrook Capital
California
$25.6K -$1.06K -22 -4%
FHA
315
First Horizon Advisors
Tennessee
$25.3K +$968 +20 +4%
SPIA
316
Steward Partners Investment Advisory
New York
$24.2K -$24.2K -500 -50%
AA
317
Ancora Advisors
Ohio
$24.2K – – –
PTC
318
Private Trust Company
Ohio
$23K -$2.42K -50 -10%
NA
319
NewEdge Advisors
Louisiana
$22.5K -$12.8K -265 -36%
TFP
320
Tilia Fiduciary Partners
North Carolina
$21K +$21K +435 New
Nomura Asset Management
321
Nomura Asset Management
Japan
$20.8K -$14.5K -300 -41%
Bessemer Group
322
Bessemer Group
New Jersey
$20K – – –
TWA
323
TCI Wealth Advisors
Arizona
$17.1K +$1.02K +21 +6%
BF
324
BOK Financial
Oklahoma
$16.9K +$16.9K +349 New
QL
325
Quarry LP
New York
$13.9K +$13.9K +288 New
11 12
13
14 15