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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
326
Richard W. Paul & Associates
Michigan
$1.62K – – –
TSMHT
327
Thurston Springer Miller Herd & Titak
Indiana
$1.48K – – –
AAP
328
Arax Advisory Partners
Colorado
$1.44K -$10.7K -231 -88%
GWM
329
Geneos Wealth Management
Colorado
$1.39K – – –
CIA
330
Cape Investment Advisory
Georgia
$1.39K +$1.39K +30 New
QC
331
Quent Capital
New York
$1.34K -$1.66K -36 -55%
PWMG
332
Private Wealth Management Group
New Jersey
$1.16K -$1.53K -33 -57%
TFA
333
Toth Financial Advisory
Virginia
$1.16K – – –
PWMG
334
Prestige Wealth Management Group
New Jersey
$1.16K – – –
S
335
Sachetta
Massachusetts
$925 – – –
CFB
336
Cullen/Frost Bankers
Texas
$878 +$878 +19 New
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$601 -$92 -2 -13%
SIC
338
SJS Investment Consulting
Ohio
$555 -$370 -8 -40%
CSWM
339
Cassady Schiller Wealth Management
Ohio
$508 +$508 +11 New
CPG
340
Cornerstone Planning Group
New Jersey
$486 +$486 +10 New
BIG
341
Brooklyn Investment Group
New York
$232 +$232 +5 New
WCM
342
WealthTrak Capital Management
Virginia
$232 +$232 +5 New
CA
343
CoreCap Advisors
Michigan
$231 – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$185 -$231 -5 -56%
GFPC
345
Global Financial Private Client
Florida
$139 +$139 +3 New
PWM
346
Parkworth Wealth Management
California
$92 +$92 +2 New
T
347
Transce3nd
Texas
$46 +$46 +1 New
A
348
AlphaQuest
New York
$46 +$46 +1 New
William Blair Investment Management
349
William Blair Investment Management
Illinois
– -$27M -510,666 Closed
Walleye Capital
350
Walleye Capital
New York
– -$6.55M -123,866 Closed
12 13
14
15 16