Terex
358 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 30 closing their positions.
167% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 30
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
75% more call options, than puts
Call options by funds: $34.7M | Put options by funds: $19.9M
25% more capital invested
Capital invested by funds: $2.44B → $3.04B (+$601M)
15% more funds holding
Funds holding: 311 → 358 (+47)
4.34% more ownership
Funds ownership: 89.06% → 93.4% (+4.3%)
7% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$64.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$59.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$36.5M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$33M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$55.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$45.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$32.7M |
| 4 |
Bank of New York Mellon
New York
|
-$24.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
376
Sutton Wealth Advisors
Tampa,
Florida
| – | -$150K | -3,512 | Closed |
|
|
HDIM
377
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$67K | -1,575 | Closed |
|
|
MCC
378
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$47.1K | -1,102 | Closed |
|
|
LSA
379
Leonteq Securities AG
Zurich,
Switzerland
| – | -$35.8K | -837 | Closed |
|
|
DAM
380
Delta Asset Management
Memphis,
Tennessee
| – | -$17.1K | -400 | Closed |
|
381
Rockefeller Capital Management
New York
| – | -$9K | -215 | Closed |
|
|
FA
382
Fiduciary Alliance
Greenville,
South Carolina
| – | -$6.19K | -145 | Closed |
|
|
AWM
383
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$4.88K | -107 | Closed |
|
|
ZIG
384
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$3.16K | -74 | Closed |
|
|
TFGT
385
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$2K | -50 | Closed |
|
|
CS
386
Comerica Securities
Detroit,
Michigan
| – | -$1.37K | -32 | Closed |
|
|
HI
387
Harbour Investments
Madison,
Wisconsin
| – | -$299 | -7 | Closed |
|
TEX Hedge Fund Activity: Q1 2023 in Review
358 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2023, worth a combined $3.04B — up 25% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new TEX positions and 30 closed out — a net gain of 50 holders — while 114 added to existing stakes and 123 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $64.9M. The largest seller was Pzena Investment Management, cutting an estimated $55.5M.
- 358 institutional investors held Terex (TEX) as of Q1 2023, up from 311 in Q4 2022.
- Funds reported $3.04B of Terex stock for Q1 2023, up 25% quarter-over-quarter.
- 80 funds opened new Terex positions in Q1 2023 and 30 closed out, a net change of +50 holders.
- The largest Terex buyer in Q1 2023 was Macquarie Group, an estimated $64.9M added.
- The largest Terex seller in Q1 2023 was Pzena Investment Management, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2023.