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Terex
TEX

214 hedge funds and large institutions have $1.14B invested in Terex in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $893M → $1.14B (+$249M)

0.03% more ownership

Funds ownership: 88.1% → 88.12% (+0.03%)

7% less funds holding

Funds holding: 229 → 214 (-15)

18% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $5.56M

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
214
Holders Change
-15
Holders Change %
-6.55%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
63
Reduced
84
Closed
47
Calls
$4.54M
Puts
$5.56M
Net Calls
-$1.02M
Net Calls Change
+$6.1M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$20M
2
N
Nuveen
North Carolina
+$16M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$10.9M
4
Boston Partners
Boston Partners
Massachusetts
+$8.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$7.23M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$14.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$12.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.1M
5
GIP
Granite Investment Partners
California
-$9.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
51
QS Investors
New York
$2.42M +$582K +36,600 +40%
AIM
52
Aigen Investment Management
New York
$2.4M +$1.66M +104,489 +442%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.33M -$130K -8,149 -6%
SCM
54
Stanley Capital Management
Texas
$2.23M +$339K +21,300 +22%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$2.23M -$15.9K -1,000 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.17M +$1.84M +115,500 New
AG
57
Aperio Group
California
$2.12M -$38.8K -2,437 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$2.1M -$2.57M -161,373 -59%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.91M +$92.1K +5,788 +6%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$1.56M -$35.4K -2,225 -3%
CS
61
Credit Suisse
Switzerland
$1.49M +$172K +10,784 +16%
Comerica Bank
62
Comerica Bank
Texas
$1.43M +$114K +7,139 +11%
MIM
63
MetLife Investment Management
New Jersey
$1.33M +$74.4K +4,674 +7%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$1.3M -$3.18K -200 -0.3%
BJL
65
Brighton Jones LLC
Washington
$1.26M – – –
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.24M -$860K -54,042 -45%
SG Americas Securities
67
SG Americas Securities
New York
$1.23M +$659K +41,430 +173%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$1.22M +$1.03M +65,000 New
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.17M -$490K -30,789 -33%
GWM
70
Greenwich Wealth Management
Connecticut
$1.15M – – –
MOACM
71
Mutual of America Capital Management
New York
$1.13M -$14K -880 -1%
UBS AM
72
UBS AM
Illinois
$1.09M -$609K -38,248 -40%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$1.07M – – –
UBS Group
74
UBS Group
Switzerland
$1.05M -$23.5K -1,478 -3%
TCM
75
Teza Capital Management
Illinois
$991K +$840K +52,789 New
1 2
3
4 5

TEX Hedge Fund Activity: Q2 2020 in Review

214 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2020, worth a combined $1.14B — up 28% from $893M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of TEX and 33 opened new positions — a net loss of 14 holders — while 84 trimmed existing stakes and 63 added.

The largest buyer was Pzena Investment Management, adding an estimated $20M. The largest seller was AllianceBernstein, cutting an estimated $14.9M.

  • 214 institutional investors held Terex (TEX) as of Q2 2020, down from 229 in Q1 2020.
  • Funds reported $1.14B of Terex stock for Q2 2020, up 28% quarter-over-quarter.
  • 33 funds opened new Terex positions in Q2 2020 and 47 closed out, a net change of -14 holders.
  • The largest Terex buyer in Q2 2020 was Pzena Investment Management, an estimated $20M added.
  • The largest Terex seller in Q2 2020 was AllianceBernstein, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2020.