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Terex
TEX

Overview Fund Activity

401 hedge funds and large institutions have $3.62B invested in Terex in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+9
Holders Change %
+2.3%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
66
Increased
131
Reduced
146
Closed
52
Calls
$20.4M
Puts
$8.15M
Net Calls
+$12.3M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
GA
2
Greenhaven Associates
New York
$83.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$95.7M
4
BlackRock
4
BlackRock
New York
$547M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$177M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$27.2M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
301
CIBC World Market
Ontario, Canada
$249K +$249K +4,339 New
BJL
302
Brighton Jones LLC
Washington
$246K +$1.9K +33 +0.8%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$241K +$23.4K +408 +11%
APP
304
Avantax Planning Partners
Iowa
$240K +$3.97K +69 +2%
TSS
305
Two Sigma Securities
New York
$235K +$235K +4,096 New
SO
306
STRS Ohio
Ohio
$235K -$1M -17,500 -81%
SFA
307
Sequoia Financial Advisors
Ohio
$234K +$234K +4,081 New
PI
308
PEAK6 Investments
Illinois
$234K +$234K +4,076 New
VF
309
Vest Financial
Virginia
$233K +$233K +4,063 New
LWM
310
Lyell Wealth Management
California
$230K – – –
GT
311
Greenleaf Trust
Michigan
$225K -$402 -7 -0.2%
AWM
312
Aviso Wealth Management
Washington
$217K +$217K +3,783 New
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
$215K -$7.01K -122 -3%
CAM
314
Cresset Asset Management
Illinois
$214K -$3.45K -60 -2%
PA
315
Profund Advisors
Maryland
$211K +$211K +3,664 New
DCM
316
Delta Capital Management
New Jersey
$209K -$5.74K -100 -3%
CFGS
317
Concourse Financial Group Securities
Alabama
$207K +$56.5K +983 +38%
PWP
318
Principle Wealth Partners
Connecticut
$205K – – –
DT
319
Diversified Trust
Tennessee
$202K +$202K +3,519 New
VIA
320
Virtus Investment Advisers
Connecticut
$195K – – –
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$182K -$121K -2,118 -40%
WT
322
Whittier Trust
California
$130K – – –
QCG
323
Quadrant Capital Group
Ohio
$130K +$7.47K +130 +6%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$120K +$18.3K +319 +18%
PMEF
325
Point72 Middle East FZE
United Arab Emirates
$111K +$111K +1,940 New
11 12
13
14 15