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Terex
TEX

280 hedge funds and large institutions have $2.17B invested in Terex in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 93

1.58% more ownership

Funds ownership: 85.67% → 87.26% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

3% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $4.09M

1% less funds holding

Funds holding: 283 → 280 (-3)

17% less capital invested

Capital invested by funds: $2.62B → $2.17B (-$447M)

Holders
280
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
108
Reduced
93
Closed
40
Calls
$3.97M
Puts
$4.09M
Net Calls
-$115K
Net Calls Change
-$907K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$18.1M
2
BlackRock
BlackRock
New York
+$17.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$13M
4
N
Nuveen
North Carolina
+$12.3M
5
GKIM
GW&K Investment Management
Massachusetts
+$11.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.7M
2
Franklin Resources
Franklin Resources
California
-$13.6M
3
Millennium Management
Millennium Management
New York
-$12.1M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$8.23M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$18.6M +$5.88M +142,065 +37%
Bank of America
27
Bank of America
North Carolina
$15.6M +$2.49M +60,191 +16%
Victory Capital Management
28
Victory Capital Management
Texas
$15.6M +$519K +12,557 +3%
Millennium Management
29
Millennium Management
New York
$15.3M -$12.1M -292,659 -41%
BSA
30
Braun Stacey Associates
New York
$14.3M -$777K -18,774 -4%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$13.6M -$648K -15,668 -4%
Boston Partners
32
Boston Partners
Massachusetts
$13.3M +$39.7K +960 +0.3%
Franklin Resources
33
Franklin Resources
California
$12.1M -$13.6M -327,671 -49%
First Trust Advisors
34
First Trust Advisors
Illinois
$11.2M +$10.3M +248,821 +382%
Principal Financial Group
35
Principal Financial Group
Iowa
$10.9M -$1.27M -30,615 -9%
FSCM
36
Front Street Capital Management
Montana
$10.8M -$2.69K -65 -0%
American Century Companies
37
American Century Companies
Missouri
$10.7M +$2.93M +70,945 +31%
Retirement Systems of Alabama
38
Retirement Systems of Alabama
Alabama
$8.91M +$6.56M +158,539 +173%
SI
39
Sapience Investments
California
$8.51M -$453K -10,950 -4%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$8.08M +$6.13M +148,170 +189%
HighTower Advisors
41
HighTower Advisors
Illinois
$7.65M +$88K +2,127 +1%
Wells Fargo
42
Wells Fargo
California
$7.61M -$547K -13,214 -6%
BC
43
Burney Company
Virginia
$7.16M -$152K -3,673 -2%
CWP
44
Curated Wealth Partners
California
$7.09M – – –
GC
45
Guggenheim Capital
Illinois
$7.05M +$2.74M +66,266 +50%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$6.93M +$245K +5,932 +3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$6.56M +$4.52M +109,348 +147%
JAM
48
Jupiter Asset Management
United Kingdom
$6.37M -$5.05M -122,162 -41%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$6.31M +$3.42M +82,637 +88%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$6.27M +$277K +6,688 +4%
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TEX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2022, worth a combined $2.17B — down 17% from $2.62B a quarter earlier.

Fund positioning in TEX was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 108 added to existing stakes and 93 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $18.1M. The largest seller was Invesco, cutting an estimated $26.7M.

  • 280 institutional investors held Terex (TEX) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $2.17B of Terex stock for Q1 2022, down 17% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q1 2022 and 40 closed out, a net change of 0 holders.
  • The largest Terex buyer in Q1 2022 was Renaissance Technologies, an estimated $18.1M added.
  • The largest Terex seller in Q1 2022 was Invesco, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.