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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.

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
Norges Bank
4
Norges Bank
Norway
$35M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$89.2M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$19.8M 427,985 -75,669 -15%
ClearBridge Investments
27
ClearBridge Investments
New York
$17.1M 369,055 +63,854 +21%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$16.3M 352,780 +141,352 +67%
Verition Fund Management
29
Verition Fund Management
Connecticut
$13.5M 292,341 +51,061 +21%
FSCM
30
Front Street Capital Management
Montana
$13.1M 284,418 -508 -0.2%
UBS Group
31
UBS Group
Switzerland
$13M 280,382 +136,575 +95%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$11.9M 256,787 -11,002 -4%
Marshall Wace
33
Marshall Wace
United Kingdom
$11.5M 249,470 -12,793 -5%
Bank of America
34
Bank of America
North Carolina
$11M 237,389 -19,395 -8%
Prudential Financial
35
Prudential Financial
New Jersey
$10.8M 234,285 -196,693 -46%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$10.8M 233,963 +7,504 +3%
CWP
37
Curated Wealth Partners
California
$10.5M 226,922 +50,000 +28%
Principal Financial Group
38
Principal Financial Group
Iowa
$10.4M 224,351 +6,132 +3%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$9.74M 210,784 -7,722 -4%
Federated Hermes
40
Federated Hermes
Pennsylvania
$9.3M 201,109 +678 +0.3%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$9.23M 199,688 +199 +0.1%
EF
42
Empowered Funds
Pennsylvania
$9.23M 199,594 +23,429 +13%
UBS AM
43
UBS AM
Illinois
$8.95M 193,613 +31,943 +20%
HW
44
Hancock Whitney
Mississippi
$8.75M 189,322 -44,198 -19%
ZP
45
Zimmer Partners
New York
$8.32M 180,000 -5,000 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$7.55M 163,415 -25,499 -13%
Barclays
47
Barclays
United Kingdom
$7.44M 160,988 +31,738 +25%
AIM
48
Atlantic Investment Management
New York
$7.16M 155,000 -470,038 -75%
RA
49
Royce & Associates
New York
$6.18M 133,775 -77,727 -37%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.08M 131,500 -300 -0.2%
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