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Terex
TEX

297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.44M

6.78% more ownership

Funds ownership: 96.82% → 103.6% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.1B → $3.04B (-$62.5M)

5% less funds holding

Funds holding: 311 → 297 (-14)

21% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 56

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 120

Holders
297
Holders Change
-14
Holders Change %
-4.5%
% of All Funds
6.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
86
Reduced
120
Closed
56
Calls
$18.5M
Puts
$8.44M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
TCIM
TIAA CREF Investment Management
New York
+$133M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$75.8M
3
JIM
Jupiter Investment Management
United Kingdom
+$53.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$33M
5
N
Nuveen
North Carolina
+$19.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$44.4M
2
BlackRock
BlackRock
New York
-$35.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$23.6M
4
TG
TCW Group
California
-$18.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$20.6M +$18.3M +449,686 +676%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$20M +$725K +17,824 +4%
N
28
Nuveen
North Carolina
$19.8M +$19.4M +477,545 +2,519%
JP Morgan Chase
29
JP Morgan Chase
New York
$19.5M +$4.76M +117,010 +31%
UBS Group
30
UBS Group
Switzerland
$19.2M -$1.09M -26,703 -5%
Bank of America
31
Bank of America
North Carolina
$18.7M -$4.45M -109,331 -19%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.6M +$275K +6,764 +1%
SIM
33
Sadoff Investment Management
Wisconsin
$18.5M +$54.9K +1,350 +0.3%
FWIA
34
Fort Washington Investment Advisors
Ohio
$18.3M +$2.39M +58,676 +15%
Wells Fargo
35
Wells Fargo
California
$17.1M -$3.62M -89,072 -17%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$17M +$2.53M +62,302 +17%
LSV Asset Management
37
LSV Asset Management
Illinois
$16.1M +$16.4M +403,266 New
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$15.4M -$142K -3,500 -0.9%
Prudential Financial
39
Prudential Financial
New Jersey
$14.9M +$4.79M +117,680 +46%
Barclays
40
Barclays
United Kingdom
$13.9M +$5.82M +143,224 +70%
Invesco
41
Invesco
Georgia
$13.6M +$1.84M +45,308 +15%
Franklin Resources
42
Franklin Resources
California
$13.2M – – –
PPA
43
Parametric Portfolio Associates
Washington
$13.1M +$2.72M +66,848 +25%
Charles Schwab
44
Charles Schwab
California
$13.1M -$245K -6,029 -2%
CB
45
Commerce Bank
Missouri
$12.7M -$1.07M -26,194 -8%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$12.2M +$12.2K +300 +0.1%
First Trust Advisors
47
First Trust Advisors
Illinois
$12.1M +$12.3M +302,891 New
TA
48
Teachers Advisors
New York
$12M -$3.43M -84,411 -22%
FSCM
49
Front Street Capital Management
Montana
$11.9M +$142K +3,495 +1%
1M
50
13D Management
New York
$11.6M +$728K +17,905 +7%
1
2
3 4 5

TEX Hedge Fund Activity: Q3 2018 in Review

297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2018, worth a combined $3.04B — down 2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TEX and 44 opened new positions — a net loss of 12 holders — while 120 trimmed existing stakes and 86 added.

The largest buyer was TIAA CREF Investment Management, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.

  • 297 institutional investors held Terex (TEX) as of Q3 2018, down from 311 in Q2 2018.
  • Funds reported $3.04B of Terex stock for Q3 2018, down 2% quarter-over-quarter.
  • 44 funds opened new Terex positions in Q3 2018 and 56 closed out, a net change of -12 holders.
  • The largest Terex buyer in Q3 2018 was TIAA CREF Investment Management, an estimated $133M added.
  • The largest Terex seller in Q3 2018 was Goldman Sachs, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2018.