TEX icon

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 %
Bessemer Group
326
Bessemer Group
New Jersey
$29K -$64 -1 -0.2%
HCP
327
Hexagon Capital Partners
Arkansas
$28K +$4.64K +72 +20%
Nomura Asset Management
328
Nomura Asset Management
Japan
$27.7K – – –
AA
329
Ancora Advisors
Ohio
$25.8K -$6.44K -100 -20%
NA
330
NewEdge Advisors
Louisiana
$24.9K +$64 +1 +0.3%
GI
331
GAMMA Investing
California
$24.6K -$193 -3 -0.8%
PTC
332
Private Trust Company
Ohio
$23.2K – – –
NL
333
NVWM LLC
Pennsylvania
$22.6K -$708 -11 -3%
BTI
334
Blue Trust Inc
Georgia
$20.9K -$9.08K -141 -30%
RA
335
Rise Advisors
New York
$20.7K +$20.7K +321 New
Barrow, Hanley, Mewhinney & Strauss
336
Barrow, Hanley, Mewhinney & Strauss
Texas
$17.6K – – –
CTWM
337
Cherry Tree Wealth Management
Minnesota
$17.1K – – –
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$16.1K +$16.1K +255 New
PIM
339
Plato Investment Management
Australia
$15.7K – – –
FFA
340
Farther Finance Advisors
California
$15K -$316 -5 -2%
HNB
341
Huntington National Bank
Ohio
$14K – – –
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$13.8K – – –
CFO
343
CVA Family Office
Colorado
$13.5K – – –
TCG
344
Transcendent Capital Group
Oklahoma
$12.9K +$12.9K +200 New
W
345
WealthCollab
Washington
$12.4K +$12.4K +193 New
AF
346
Allworth Financial
California
$12K +$1.67K +26 +16%
LI
347
LRI Investments
Florida
$10.6K +$10.6K +165 New
FHA
348
First Horizon Advisors
Tennessee
$9.66K -$8.05K -125 -45%
BAM
349
Byrne Asset Management
New Jersey
$9.34K +$9.34K +145 New
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$7.79K – – –
12 13
14
15 16