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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
W
301
WealthCollab
Washington
$9.11K – – –
HNB
302
Huntington National Bank
Ohio
$8.23K -$971 -21 -11%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.09K – – –
IA
304
IFP Advisors
Florida
$7.87K -$1.17K -25 -13%
SS
305
SBI Securities
Japan
$7.44K +$7.44K +161 New
WA
306
WPG Advisers
Maryland
$6.75K +$6.75K +146 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$6.65K – – –
AF
308
Allworth Financial
California
$6.61K -$924 -19 -12%
SO
309
Sierra Ocean
California
$5.96K +$5.96K +129 New
Mitsubishi UFJ Asset Management
310
Mitsubishi UFJ Asset Management
Japan
$5.54K – – –
EWA
311
EverSource Wealth Advisors
Alabama
$5.13K +$1.66K +36 +48%
CTC
312
Cetera Trust Company
Minnesota
$4.53K – – –
JGIA
313
Jackson Grant Investment Advisers
Connecticut
$4.34K – – –
BIA
314
Bell Investment Advisors
California
$4.02K +$878 +19 +28%
VCM
315
Versant Capital Management
Arizona
$3.74K +$2.22K +48 +145%
BF
316
BOK Financial
Oklahoma
$3.52K -$220 -5 -6%
RIL
317
Rothschild Investment LLC
Illinois
$3.24K – – –
CMBA
318
C.M. Bidwell & Associates
Hawaii
$3.24K +$3.24K +70 New
GRP
319
Global Retirement Partners
California
$3.14K -$1.53K -33 -33%
Barrow, Hanley, Mewhinney & Strauss
320
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.77K -$139 -3 -5%
CT
321
Colonial Trust
South Carolina
$2.66K – – –
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.36K – – –
HNW
323
High Note Wealth
Minnesota
$2.36K +$2.36K +51 New
MHR
324
Matthew Hamilton Rosenberg
$2.15K – – –
HWM
325
Hemington Wealth Management
Virginia
$2K -$63 -2 -3%
11 12
13
14 15