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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
Norges Bank
1
Norges Bank
Norway
$0
2
Invesco
2
Invesco
Georgia
$86.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$76.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RIL
351
Rothschild Investment LLC
Illinois
$3.7K 70 -8,120 -99%
BIA
352
Bell Investment Advisors
California
$3.6K 68 -9 -12%
QC
353
Quent Capital
New York
$3.44K 65 – –
Barrow, Hanley, Mewhinney & Strauss
354
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.33K 63 -175 -74%
PWMG
355
Private Wealth Management Group
New Jersey
$3.07K 58 +33 +132%
HWM
356
Hemington Wealth Management
Virginia
$3K 66 +66 New
JWA
357
JFS Wealth Advisors
Pennsylvania
$2.7K 51 +2 +4%
CT
358
Colonial Trust
South Carolina
$2.49K 47 +47 New
MHR
359
Matthew Hamilton Rosenberg
$2.46K 47 – –
AWA
360
Arete Wealth Advisors
Illinois
$2K 22,702 +172 +0.8%
CA
361
Continuum Advisory
Idaho
$1.95K 37 -17 -31%
RWPA
362
Richard W. Paul & Associates
Michigan
$1.85K 35 +2 +6%
VCM
363
Versant Capital Management
Arizona
$1.75K 33 +3 +10%
TSMHT
364
Thurston Springer Miller Herd & Titak
Indiana
$1.69K 32 – –
GWM
365
Geneos Wealth Management
Colorado
$1.59K 30 +30 New
TFA
366
Toth Financial Advisory
Virginia
$1.32K 25 – –
PWMG
367
Prestige Wealth Management Group
New Jersey
$1.32K 25 – –
AF
368
Advisornet Financial
Minnesota
$1.27K 24 – –
CAM
369
ClariVest Asset Management
California
$1.15K 21 – –
S
370
Sachetta
Massachusetts
$1.06K 20 – –
SIC
371
SJS Investment Consulting
Ohio
$1.06K 20 – –
CAM
372
Creekmur Asset Management
Illinois
$847 16 +16 New
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$794 15 +2 +15%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$477 9 +9 New
CA
375
CoreCap Advisors
Michigan
$265 5 +5 New
13 14
15
16 17