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Terex
TEX

Overview Fund Activity

386 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 153 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-15
Holders Change %
-3.74%
% of All Funds
5.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
126
Reduced
153
Closed
54
Calls
$13.3M
Puts
$23M
Net Calls
-$9.69M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
HPC
4
HM Payson & Co
Maine
$24.4M
5
American Century Companies
5
American Century Companies
Missouri
$67.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
BlackRock
2
BlackRock
New York
$572M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$52.8M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$202K -$68.2K -1,059 -25%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$163K +$28.2K +438 +21%
WT
303
Whittier Trust
California
$146K – – –
QCG
304
Quadrant Capital Group
Ohio
$135K -$10.2K -159 -7%
C
305
Covestor
United Kingdom
$131K +$91.6K +1,422 +233%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$125K -$78.6K -1,225 -39%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$121K +$55.5K +863 +85%
AssetMark Inc
308
AssetMark Inc
California
$96.5K -$837 -13 -0.9%
TRCT
309
Tower Research Capital (TRC)
New York
$94.1K -$674K -10,473 -88%
PS
310
Principal Securities
Iowa
$94K -$1.03K -16 -1%
AS
311
AM Squared
Hong Kong
$90.2K +$90.2K +1,400 New
Ohio Public Employees Retirement System (OPERS)
312
Ohio Public Employees Retirement System (OPERS)
Ohio
$89.3K +$2.64K +41 +3%
VAG
313
VisionPoint Advisory Group
Texas
$87.4K – – –
S
314
SignatureFD
Georgia
$78.8K -$1.67K -26 -2%
SPIA
315
Steward Partners Investment Advisory
New York
$72.5K +$68.9K +1,070 +1,945%
OPTFSNA
316
Old Point Trust & Financial Services N A
Virginia
$67.9K – – –
TC
317
Truvestments Capital
Florida
$61.4K -$391K -6,075 -86%
AWM
318
Avior Wealth Management
Nebraska
$61.1K +$29.4K +456 +93%
Amundi
319
Amundi
France
$56K – – –
CAL
320
Capital Advisors Ltd
Ohio
$55K – – –
LC
321
Lindbrook Capital
California
$46.4K +$1.48K +23 +3%
FCA
322
FinTrust Capital Advisors
South Carolina
$44.8K +$29.9K +465 +202%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$40.6K +$7.47K +116 +23%
GM
324
GeoWealth Management
Illinois
$40.6K +$40.6K +630 New
VFA
325
Virtus Fund Advisers
Connecticut
$37.2K – – –
11 12
13
14 15