Terex
TEX
267 hedge funds and large institutions have $2.86B invested in Terex in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 98 reducing their positions, and 45 closing their positions.
15% more call options, than puts
Call options by funds: $15.5M | Put options by funds: $13.4M
5% more capital invested
Capital invested by funds: $2.71B → $2.86B (+$148M)
1.24% more ownership
Funds ownership: 85.08% → 86.32% (+1.2%)
0% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 98
4% less funds holding
Funds holding: 277 → 267 (-10)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$81.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$66.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$57.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.4M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$28.9M |
| 2 |
BlackRock
New York
|
-$27.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$24.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.6M |
TEX Hedge Fund Activity: Q2 2021 in Review
267 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2021, worth a combined $2.86B — up 5.5% from $2.71B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of TEX and 35 opened new positions — a net loss of 10 holders — while 98 trimmed existing stakes and 98 added.
The largest buyer was Goldman Sachs, adding an estimated $81.7M. The largest seller was Nuveen, cutting an estimated $28.9M.
- 267 institutional investors held Terex (TEX) as of Q2 2021, down from 277 in Q1 2021.
- Funds reported $2.86B of Terex stock for Q2 2021, up 5.5% quarter-over-quarter.
- 35 funds opened new Terex positions in Q2 2021 and 45 closed out, a net change of -10 holders.
- The largest Terex buyer in Q2 2021 was Goldman Sachs, an estimated $81.7M added.
- The largest Terex seller in Q2 2021 was Nuveen, an estimated $28.9M sold.
Based on aggregated 13F filings for Q2 2021.