Terex
311 hedge funds and large institutions have $2.44B invested in Terex in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 24 closing their positions.
163% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 24
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more capital invested
Capital invested by funds: $1.77B → $2.44B (+$667M)
17% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $11.5M
14% more funds holding
Funds holding: 274 → 311 (+37)
1.16% more ownership
Funds ownership: 87.9% → 89.06% (+1.2%)
16% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14.8M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$10.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.9M |
| 2 |
Goldman Sachs
New York
|
-$12M |
| 3 |
BlackRock
New York
|
-$11.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.3M |
| 5 |
Pzena Investment Management
New York
|
-$9.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
326
Fox Run Management
Greenwich,
Connecticut
| – | -$263K | -8,835 | Closed |
|
|
CI
327
CX Institutional
Auburn,
Indiana
| – | -$257K | -8,653 | Closed |
|
328
Simplex Trading
Chicago,
Illinois
| – | -$234K | -5,819 | Closed |
|
329
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$91K | -2,724 | Closed |
|
330
Group One Trading
Chicago,
Illinois
| – | -$110K | -2,720 | Closed |
|
|
HR
331
Howe & Rusling
Rochester,
New York
| – | -$6K | -200 | Closed |
|
|
TCOV
332
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -128 | Closed |
|
|
MFT
333
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2K | -76 | Closed |
|
|
NICM
334
Neo Ivy Capital Management
New York
| – | -$1K | -26 | Closed |
|
|
CAL
335
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$34.3K | +851 | New |
|
TEX Hedge Fund Activity: Q4 2022 in Review
311 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2022, worth a combined $2.44B — up 38% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new TEX positions and 24 closed out — a net gain of 39 holders — while 94 added to existing stakes and 112 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.3M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $12.9M.
- 311 institutional investors held Terex (TEX) as of Q4 2022, up from 274 in Q3 2022.
- Funds reported $2.44B of Terex stock for Q4 2022, up 38% quarter-over-quarter.
- 63 funds opened new Terex positions in Q4 2022 and 24 closed out, a net change of +39 holders.
- The largest Terex buyer in Q4 2022 was Fidelity Investments, an estimated $25.3M added.
- The largest Terex seller in Q4 2022 was Fuller & Thaler Asset Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2022.