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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
401
Lyell Wealth Management
California
– -$212K -4,000 Closed
PCMC
402
Paragon Capital Management (Colorado)
Colorado
– -$207K -3,913 Closed
I
403
INVST
Indiana
– -$206K -3,895 Closed
Los Angeles Capital Management
404
Los Angeles Capital Management
California
– -$204K -3,852 Closed
AWM
405
Aviso Wealth Management
Washington
– -$200K -3,783 Closed
UCI
406
Uncommon Cents Investing
Wisconsin
– -$150K -2,835 Closed
Simplex Trading
407
Simplex Trading
Illinois
– -$132K -2,504 Closed
ACM
408
Aster Capital Management
United Arab Emirates
– -$67.7K -1,280 Closed
PS
409
Planned Solutions
California
– -$42.3K -800 Closed
Group One Trading
410
Group One Trading
Illinois
– -$26K -491 Closed
FDCP
411
Foster Dykema Cabot & Partners
Massachusetts
– -$23.4K -442 Closed
HT
412
Headlands Technologies
Illinois
– -$23.2K -439 Closed
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
– -$11.1K -209 Closed
VWM
414
Venturi Wealth Management
Texas
– -$10.8K -205 Closed
ACA
415
Atlas Capital Advisors
Wyoming
– -$9.58K -181 Closed
DF
416
Dunhill Financial
United Kingdom
– -$8.52K -161 Closed
CPA
417
Capital Performance Advisors
California
– -$4.66K -88 Closed
CA
418
Continuum Advisory
Idaho
– -$1.95K -37 Closed
AF
419
Advisornet Financial
Minnesota
– -$1.27K -24 Closed
CAM
420
Creekmur Asset Management
Illinois
– -$847 -16 Closed
CA
421
Claris Advisors
Missouri
– -$265 -5 Closed
TWD
422
True Wealth Design
Ohio
– -$53 -1 Closed
13 14 15 16
17