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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 %
Group One Trading
351
Group One Trading
Illinois
$7.21K +$7.21K +112 New
PFBT
352
Parkside Financial Bank & Trust
Missouri
$6.44K – – –
CTC
353
Cetera Trust Company
Minnesota
$6.31K – – –
BIA
354
Bell Investment Advisors
California
$6.12K +$1.16K +18 +23%
JGIA
355
Jackson Grant Investment Advisers
Connecticut
$5.99K – – –
BFEC
356
Benjamin F. Edwards & Company
Missouri
$5K -$753 -11 -13%
PPC
357
Park Place Capital
Alabama
$4.32K -$2K -31 -32%
GRP
358
Global Retirement Partners
California
$4.19K – – –
QC
359
Quent Capital
New York
$4.19K – – –
UB
360
UMB Bank
Missouri
$4.06K -$4.64K -72 -53%
MG
361
Mather Group
Illinois
$4.02K +$4.02K +70 New
FFA
362
Frazier Financial Advisors
Ohio
$3.48K – – –
CA
363
Continuum Advisory
Idaho
$3.3K +$3.3K +54 New
JWA
364
JFS Wealth Advisors
Pennsylvania
$3.16K – – –
MHR
365
Matthew Hamilton Rosenberg
$2.93K – – –
DA
366
Denali Advisors
California
$2.64K +$2.64K +41 New
EWA
367
EverSource Wealth Advisors
Alabama
$2.58K +$1.07K +19 +70%
RWPA
368
Richard W. Paul & Associates
Michigan
$2.22K – – –
HIA
369
Harbor Investment Advisory
Maryland
$2.13K +$2.13K +33 New
VNA
370
Valley National Advisers
Pennsylvania
$2K +$250 +5 +14%
VCM
371
Versant Capital Management
Arizona
$1.93K – – –
PWMG
372
Prestige Wealth Management Group
New Jersey
$1.61K – – –
PWMG
373
Private Wealth Management Group
New Jersey
$1.61K – – –
TFA
374
Toth Financial Advisory
Virginia
$1.61K – – –
CAM
375
ClariVest Asset Management
California
$1.35K – – –
13 14
15
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