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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 %
Barrow, Hanley, Mewhinney & Strauss
326
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.8K -$774 -16 -6%
ASN
327
Advisory Services Network
Georgia
$8.13K – – –
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$5.71K +118 +337%
Point72 Asset Management
329
Point72 Asset Management
Connecticut
$5.95K +$5.95K +123 New
DAC
330
Dividend Assets Capital
South Carolina
$5K – – –
PPC
331
Park Place Capital
Alabama
$4.74K – – –
AAP
332
Arax Advisory Partners
Colorado
$4.7K +$2.47K +51 +111%
JGIA
333
Jackson Grant Investment Advisers
Connecticut
$4.45K – – –
BIA
334
Bell Investment Advisors
California
$4.11K – – –
QC
335
Quent Capital
New York
$3.15K – – –
AF
336
Allworth Financial
California
$2.9K +$435 +9 +18%
GRP
337
Global Retirement Partners
California
$2.63K – – –
JWA
338
JFS Wealth Advisors
Pennsylvania
$2.47K +$97 +2 +4%
SC
339
Schubert & Co
Texas
$2.32K +$145 +3 +7%
MHR
340
Matthew Hamilton Rosenberg
$2.25K – – –
SWM
341
Spire Wealth Management
Virginia
$2.13K +$242 +5 +13%
CAM
342
ClariVest Asset Management
California
$2K – – –
CMP
343
Coston McIsaac & Partners
Maine
$2K +$2K +47 New
RWPA
344
Richard W. Paul & Associates
Michigan
$1.74K – – –
GWS
345
Glassman Wealth Services
Virginia
$1.65K – – –
PWMG
346
Prestige Wealth Management Group
New Jersey
$1.21K – – –
HCP
347
Hexagon Capital Partners
Arkansas
$1.21K +$339 +7 +39%
TFA
348
Toth Financial Advisory
Virginia
$1.21K +$1.21K +25 New
SIC
349
SJS Investment Consulting
Ohio
$1.11K +$291 +6 +35%
EWA
350
EverSource Wealth Advisors
Alabama
$967 -$5.95K -123 -86%
12 13
14
15 16