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Terex
TEX

Overview Fund Activity

379 hedge funds and large institutions have $3.33B invested in Terex in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 136 reducing their positions, and 56 closing their positions.

Holders
379
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
124
Reduced
136
Closed
56
Calls
$28.4M
Puts
$22.2M
Net Calls
+$6.16M
Net Calls Change
+$16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$71.3M
3
American Century Companies
3
American Century Companies
Missouri
$85M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$13.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$160M

Top Sellers

1
Invesco
1
Invesco
Georgia
$86.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$76.6M
5
BlackRock
5
BlackRock
New York
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
326
Rise Advisors
New York
$17.1K 323 +1 +0.3%
PTC
327
Private Trust Company
Ohio
$16.8K 318 -30 -9%
CTWM
328
Cherry Tree Wealth Management
Minnesota
$14K 265 – –
AAP
329
Arax Advisory Partners
Colorado
$13.9K 262 +18 +7%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$12.6K 239 +24 +11%
SCM
331
Sterling Capital Management
North Carolina
$12.1K 229 +229 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$11.1K 209 -2,719 -93%
GGI
333
Godsey & Gibb Inc
Virginia
$11.1K 209 – –
VWM
334
Venturi Wealth Management
Texas
$10.8K 205 +205 New
HNB
335
Huntington National Bank
Ohio
$10.5K 199 -19 -9%
W
336
WealthCollab
Washington
$10.4K 197 – –
IA
337
IFP Advisors
Florida
$10.4K 194 -260 -57%
UB
338
UMB Bank
Missouri
$9.84K 186 +142 +323%
ACA
339
Atlas Capital Advisors
Wyoming
$9.58K 181 -3,036 -94%
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.26K 175 +175 New
DF
341
Dunhill Financial
United Kingdom
$8.52K 161 – –
AF
342
Allworth Financial
California
$8.21K 155 -35 -18%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$7.83K 148 -107 -42%
Mitsubishi UFJ Asset Management
344
Mitsubishi UFJ Asset Management
Japan
$6.4K 121 – –
GRP
345
Global Retirement Partners
California
$5.34K 101 – –
CTC
346
Cetera Trust Company
Minnesota
$5.19K 98 – –
JGIA
347
Jackson Grant Investment Advisers
Connecticut
$4.95K 94 +1 +1%
CPA
348
Capital Performance Advisors
California
$4.66K 88 +88 New
BF
349
BOK Financial
Oklahoma
$4.33K 85 +85 New
EWA
350
EverSource Wealth Advisors
Alabama
$3.97K 75 +39 +108%
12 13
14
15 16