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Terex
TEX

251 hedge funds and large institutions have $2B invested in Terex in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 91 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $4.53M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 91

3.83% less ownership

Funds ownership: 93.19% → 89.36% (-3.8%)

5% less capital invested

Capital invested by funds: $2.11B → $2B (-$109M)

9% less funds holding

Funds holding: 277 → 251 (-26)

42% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 53

Holders
251
Holders Change
-26
Holders Change %
-9.39%
% of All Funds
5.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
88
Reduced
91
Closed
53
Calls
$10.7M
Puts
$4.53M
Net Calls
+$6.2M
Net Calls Change
+$5.85M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$88.2M
2
BlackRock
BlackRock
New York
+$40M
3
Prudential Financial
Prudential Financial
New Jersey
+$27.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$17.7M
5
Goldman Sachs
Goldman Sachs
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$67.7M
2
MCM
Marcato Capital Management
California
-$49M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15.4M
4
ECM
Element Capital Management
New York
-$14.3M
5
1M
13D Management
New York
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$2.34M -$1.86M -60,545 -45%
BJL
77
Brighton Jones LLC
Washington
$2.33M -$160K -5,228 -7%
N
78
Natixis
France
$2.19M +$2.15M +69,901 New
MCM
79
Matarin Capital Management
New York
$2.14M -$165K -5,377 -7%
MIM
80
MetLife Investment Management
New Jersey
$2.05M +$849K +27,646 +73%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.99M +$371K +12,084 +24%
PG
82
Pendal Group
Australia
$1.95M +$298K +9,705 +19%
GWM
83
Greenwich Wealth Management
Connecticut
$1.93M – – –
Capital Fund Management (CFM)
84
Capital Fund Management (CFM)
France
$1.92M +$1.88M +61,159 New
Man Group
85
Man Group
United Kingdom
$1.79M +$169K +5,496 +11%
AIMCA
86
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.78M – – –
MOACM
87
Mutual of America Capital Management
New York
$1.74M +$16.1K +525 +1%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1.68M +$1.65M +53,631 New
First Trust Advisors
89
First Trust Advisors
Illinois
$1.63M -$481K -15,663 -23%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.63M -$1.86M -60,641 -54%
CSS
91
Cubist Systematic Strategies
Connecticut
$1.62M +$1.1M +35,704 +224%
MCM
92
Mork Capital Management
California
$1.57M – – –
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M -$74.6K -2,429 -5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$1.51M -$2.75M -89,494 -65%
Comerica Bank
95
Comerica Bank
Texas
$1.5M -$55.8K -1,819 -3%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.48M +$9.91K +323 +0.7%
NICM
97
Neo Ivy Capital Management
New York
$1.44M +$1.4M +45,700 New
ASRS
98
Arizona State Retirement System
Arizona
$1.43M +$30.4K +989 +2%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.42M +$16.2K +529 +1%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M +$343K +11,170 +34%
2 3
4
5 6

TEX Hedge Fund Activity: Q2 2019 in Review

251 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2019, worth a combined $2B — down 5.2% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TEX and 31 opened new positions — a net loss of 22 holders — while 91 trimmed existing stakes and 88 added.

The largest buyer was Nuveen, adding an estimated $88.2M. The largest seller was Morgan Stanley, cutting an estimated $67.7M.

  • 251 institutional investors held Terex (TEX) as of Q2 2019, down from 277 in Q1 2019.
  • Funds reported $2B of Terex stock for Q2 2019, down 5.2% quarter-over-quarter.
  • 31 funds opened new Terex positions in Q2 2019 and 53 closed out, a net change of -22 holders.
  • The largest Terex buyer in Q2 2019 was Nuveen, an estimated $88.2M added.
  • The largest Terex seller in Q2 2019 was Morgan Stanley, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2019.