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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 %
DI
351
Disciplined Investments
Oklahoma
$677 +$97 +2 +17%
Commonwealth Equity Services
352
Commonwealth Equity Services
Massachusetts
$606 +$606 +12,531 New
CWC
353
Carolinas Wealth Consulting
North Carolina
$581 +$97 +2 +20%
KFS
354
Kelly Financial Services
Massachusetts
$532 – – –
GI
355
Gradient Investments
Minnesota
$387 +$97 +2 +33%
ICM
356
Infini Capital Management
Hong Kong
$242 +$242 +5 New
TFM
357
TFC Financial Management
Massachusetts
$194 +$194 +4 New
TWP
358
TFO Wealth Partners
Ohio
$145 -$145 -3 -50%
HF
359
HRT Financial
New York
– -$6.09M -142,497 Closed
Walleye Capital
360
Walleye Capital
New York
– -$5.47M -128,044 Closed
MCM
361
Moore Capital Management
New York
– -$5.37M -125,675 Closed
Hudson Bay Capital Management
362
Hudson Bay Capital Management
Connecticut
– -$2.5M -58,422 Closed
SAMU
363
SONA Asset Management (US)
New York
– -$2.4M -56,200 Closed
PRS
364
Pinkerton Retirement Specialists
Idaho
– -$992K -23,230 Closed
TG
365
TCW Group
California
– -$450K -10,545 Closed
Holocene Advisors
366
Holocene Advisors
New York
– -$330K -7,736 Closed
Marshall Wace
367
Marshall Wace
United Kingdom
– -$316K -7,402 Closed
QT
368
Quantbot Technologies
New York
– -$305K -7,149 Closed
PMA
369
Prudent Man Advisors
Illinois
– -$299K -7,007 Closed
FC
370
FORA Capital
Florida
– -$288K -6,751 Closed
BCI
371
Brinker Capital Investments
Pennsylvania
– -$245K -5,738 Closed
SPA
372
Sherbrooke Park Advisers
New York
– -$239K -5,600 Closed
KLCM
373
KG&L Capital Management
Louisiana
– -$216K -5,055 Closed
JCA
374
Jade Capital Advisors
New Jersey
– -$214K -5,000 Closed
SWA
375
Sutton Wealth Advisors
Florida
– -$150K -3,512 Closed
12 13 14
15
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