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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 %
SIC
376
SJS Investment Consulting
Ohio
$1.29K – – –
GI
377
Gradient Investments
Minnesota
$1.29K +$1.16K +18 +900%
S
378
Sachetta
Massachusetts
$1.15K – – –
A
379
AlphaQuest
New York
$1.03K -$615K -9,553 -100%
QL
380
Quarry LP
New York
$966 -$33.7K -523 -97%
AAP
381
Arax Advisory Partners
Colorado
$773 -$387 -6 -33%
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$709 – – –
KFS
383
Kelly Financial Services
Massachusetts
$515 -$129 -2 -20%
RIL
384
Rothschild Investment LLC
Illinois
$322 +$322 +5 New
AF
385
Advisornet Financial
Minnesota
$258 -$1.87K -29 -88%
TWP
386
TFO Wealth Partners
Ohio
$193 – – –
FGAM
387
Financial Gravity Asset Management
Texas
$17 – – –
CS
388
Candriam SCA
Luxembourg
– -$15.9M -276,522 Closed
CWP
389
Curated Wealth Partners
California
– -$10.2M -176,922 Closed
Assenagon Asset Management
390
Assenagon Asset Management
Luxembourg
– -$6.34M -110,391 Closed
CSS
391
Cubist Systematic Strategies
Connecticut
– -$4.09M -71,256 Closed
CAC
392
Cowen and Company
New York
– -$2.31M -40,202 Closed
SSA
393
Schonfeld Strategic Advisors
New York
– -$2.28M -39,605 Closed
CW
394
Connectus Wealth
Ohio
– -$1.87M -32,544 Closed
DTL
395
Dynamic Technology Lab
Singapore
– -$1.62M -28,121 Closed
AWM
396
AE Wealth Management
Kansas
– -$1.26M -20,496 Closed
SCM
397
Semanteon Capital Management
Massachusetts
– -$1.18M -20,495 Closed
Massachusetts Financial Services
398
Massachusetts Financial Services
Massachusetts
– -$901K -15,677 Closed
HIS
399
Horizon Investment Services
Indiana
– -$820K -14,267 Closed
NA
400
Navellier & Associates
Nevada
– -$800K -13,923 Closed
14 15
16
17 18