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Terex
TEX

271 hedge funds and large institutions have $2.11B invested in Terex in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 88 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $146M | Put options by funds: $45.8M

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

29% more capital invested

Capital invested by funds: $1.64B → $2.11B (+$471M)

8% more funds holding

Funds holding: 251 → 271 (+20)

3.32% less ownership

Funds ownership: 82.24% → 78.91% (-3.3%)

14% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 102

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
88
Reduced
102
Closed
33
Calls
$146M
Puts
$45.8M
Net Calls
+$99.8M
Net Calls Change
+$98.2M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$39M
2
SC
Sculptor Capital
New York
+$35.5M
3
TAL
TIG Advisors LLC
New York
+$35.3M
4
GAM
Gotham Asset Management
New York
+$14.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$93.4M
2
Boston Partners
Boston Partners
Massachusetts
-$52.8M
3
TA
Teachers Advisors
New York
-$29.9M
4
PAM
Panagora Asset Management
Massachusetts
-$16.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$4.28M +$628K +30,000 +20%
BCM
77
Basswood Capital Management
New York
$3.87M – – –
CFSG
78
Community Financial Services Group
Vermont
$3.85M +$1.97K +94 +0.1%
HT
79
HAP Trading
New York
$3.65M +$2.52M +120,149 +453%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$3.62M -$323K -15,410 -10%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M +$62K +2,964 +2%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$3.48M +$12.9K +617 +0.4%
PSAMP
83
P. Schoenfeld Asset Management (PSAM)
New York
$3.29M +$2.76M +132,033 New
SCM
84
Stanley Capital Management
Texas
$3.27M +$243K +11,600 +10%
Stifel Financial
85
Stifel Financial
Missouri
$3.26M +$197K +9,421 +8%
AIM
86
Artemis Investment Management
United Kingdom
$3.1M +$2.61M +124,776 New
SFM
87
Systematic Financial Management
New Jersey
$2.93M -$1.89M -90,520 -43%
NLGIA
88
Nippon Life Global Investors Americas
New York
$2.86M +$2.41M +115,100 New
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$2.82M -$680K -32,500 -22%
HA
90
Havens Advisors
New York
$2.79M +$1.14M +54,474 +95%
CF
91
CNA Financial
Illinois
$2.72M -$201K -9,600 -8%
Citigroup
92
Citigroup
New York
$2.66M -$1.05M -50,092 -32%
UBS AM
93
UBS AM
Illinois
$2.66M -$119K -5,673 -5%
CPIM
94
Columbia Partners Investment Management
Virginia
$2.64M -$11.4K -543 -0.5%
JG
95
Jefferies Group
New York
$2.55M +$2.14M +102,337 +57,818%
KCM
96
Kennedy Capital Management
Missouri
$2.5M +$2.11M +100,584 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$2.45M +$60K +2,868 +3%
Macquarie Group
98
Macquarie Group
Australia
$2.44M -$994K -47,500 -33%
PCM
99
Proxima Capital Management
New York
$2.43M -$2.87M -136,896 -58%
Credit Agricole
100
Credit Agricole
France
$2.4M -$5.83M -278,636 -74%
2 3
4
5 6

TEX Hedge Fund Activity: Q1 2016 in Review

271 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2016, worth a combined $2.11B — up 29% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TEX positions and 33 closed out — a net gain of 23 holders — while 88 added to existing stakes and 102 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $39M. The largest seller was TIAA CREF Investment Management, cutting an estimated $93.4M.

  • 271 institutional investors held Terex (TEX) as of Q1 2016, up from 251 in Q4 2015.
  • Funds reported $2.11B of Terex stock for Q1 2016, up 29% quarter-over-quarter.
  • 56 funds opened new Terex positions in Q1 2016 and 33 closed out, a net change of +23 holders.
  • The largest Terex buyer in Q1 2016 was Point72 Asset Management, an estimated $39M added.
  • The largest Terex seller in Q1 2016 was TIAA CREF Investment Management, an estimated $93.4M sold.

Based on aggregated 13F filings for Q1 2016.