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Terex
TEX

242 hedge funds and large institutions have $2.07B invested in Terex in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 52 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

82% more capital invested

Capital invested by funds: $1.14B → $2.07B (+$930M)

57% more call options, than puts

Call options by funds: $8.18M | Put options by funds: $5.21M

16% more funds holding

Funds holding: 209 → 242 (+33)

0.65% more ownership

Funds ownership: 85.08% → 85.73% (+0.65%)

47% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 98

Holders
242
Holders Change
+33
Holders Change %
+15.79%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
52
Reduced
98
Closed
23
Calls
$8.18M
Puts
$5.21M
Net Calls
+$2.96M
Net Calls Change
+$4.62M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
2
N
Nuveen
North Carolina
+$20.3M
3
UBS AM
UBS AM
Illinois
+$17.7M
4
DCM
Driehaus Capital Management
Illinois
+$11.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$11M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$37.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$23M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$18M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$9.09M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
76
Brighton Jones LLC
Washington
$2.4M -$115K -3,891 -5%
MIM
77
MetLife Investment Management
New Jersey
$2.32M -$51.8K -1,755 -3%
CSS
78
Cubist Systematic Strategies
Connecticut
$2.28M -$1.5M -50,847 -44%
MOACM
79
Mutual of America Capital Management
New York
$2.26M -$17.6K -596 -0.9%
GWM
80
Greenwich Wealth Management
Connecticut
$2.14M – – –
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$1.99M – – –
TPSF
82
Texas Permanent School Fund
Texas
$1.94M -$269K -9,095 -14%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.79M -$395K -13,373 -21%
UBS Group
84
UBS Group
Switzerland
$1.76M -$696K -23,576 -32%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$1.74M +$1.1M +37,150 +295%
VRS
86
Virginia Retirement Systems
Virginia
$1.72M +$177K +6,000 +14%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.71M -$8.27K -280 -0.6%
OTPPB
88
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.6M +$1.35M +45,832 New
CIP
89
Chartwell Investment Partners
Pennsylvania
$1.56M +$1.32M +44,799 New
SG Americas Securities
90
SG Americas Securities
New York
$1.51M +$1.01M +34,315 +384%
IP
91
Interval Partners
New York
$1.49M -$105K -3,549 -8%
DGHMC
92
Dalton, Greiner, Hartman, Maher & Co
New York
$1.46M +$1.23M +41,693 New
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.36M -$98K -3,320 -8%
BRWA
94
B. Riley Wealth Advisors
Florida
$1.3M +$145K +4,907 +15%
MSA
95
Mason Street Advisors
Wisconsin
$1.29M -$2.36K -80 -0.2%
SDIC
96
South Dakota Investment Council
South Dakota
$1.21M – – –
RJFSA
97
Raymond James Financial Services Advisors
Florida
$1.12M -$4.84K -164 -0.5%
AWM
98
AE Wealth Management
Kansas
$1.12M +$28K +948 +3%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.11M -$8.27M -280,104 -90%
Citigroup
100
Citigroup
New York
$1.1M -$58.8K -1,992 -6%
2 3
4
5 6

TEX Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2020, worth a combined $2.07B — up 82% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TEX positions and 23 closed out — a net gain of 35 holders — while 52 added to existing stakes and 98 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $24.4M. The largest seller was Pzena Investment Management, cutting an estimated $37.3M.

  • 242 institutional investors held Terex (TEX) as of Q4 2020, up from 209 in Q3 2020.
  • Funds reported $2.07B of Terex stock for Q4 2020, up 82% quarter-over-quarter.
  • 58 funds opened new Terex positions in Q4 2020 and 23 closed out, a net change of +35 holders.
  • The largest Terex buyer in Q4 2020 was Citadel Advisors, an estimated $24.4M added.
  • The largest Terex seller in Q4 2020 was Pzena Investment Management, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2020.