Terex
402 hedge funds and large institutions have $3.62B invested in Terex in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 52 closing their positions.
150% more call options, than puts
Call options by funds: $20.4M | Put options by funds: $8.15M
29% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 52
3% more funds holding
Funds holding: 392 → 402 (+10)
0.48% more ownership
Funds ownership: 93.21% → 93.7% (+0.48%)
0% less capital invested
Capital invested by funds: $3.63B → $3.62B (-$3M)
10% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 146
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$59.3M |
| 2 |
GA
Greenhaven Associates
Purchase,
New York
|
+$37.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.3M |
| 4 |
BlackRock
New York
|
+$26.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$41.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.8M |
| 3 |
Pzena Investment Management
New York
|
-$25.6M |
| 4 |
Goldman Sachs
New York
|
-$24.1M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$21M |
TEX Hedge Fund Activity: Q4 2023 in Review
402 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2023, worth a combined $3.62B — down 0.08% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new TEX positions and 52 closed out — a net gain of 15 holders — while 131 added to existing stakes and 146 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $59.3M. The largest seller was Boston Partners, exiting entirely with an estimated $41.5M sold.
- 402 institutional investors held Terex (TEX) as of Q4 2023, up from 392 in Q3 2023.
- Funds reported $3.62B of Terex stock for Q4 2023, down 0.08% quarter-over-quarter.
- 67 funds opened new Terex positions in Q4 2023 and 52 closed out, a net change of +15 holders.
- The largest Terex buyer in Q4 2023 was Morgan Stanley, an estimated $59.3M added.
- The largest Terex seller in Q4 2023 was Boston Partners, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2023.