Terex
TEX
281 hedge funds and large institutions have $2.53B invested in Terex in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 95 reducing their positions, and 28 closing their positions.
68% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 28
42% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $11.5M
5% more funds holding
Funds holding: 267 → 281 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 86.32% → 86.14% (-0.18%)
5% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 95
11% less capital invested
Capital invested by funds: $2.86B → $2.53B (-$323M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$54.8M |
| 2 |
BSA
Braun Stacey Associates
New York
|
+$20.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.9M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$14M |
| 5 |
Renaissance Technologies
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$39.9M |
| 2 |
Goldman Sachs
New York
|
-$20.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$19.5M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$17.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$11.5M |
TEX Hedge Fund Activity: Q3 2021 in Review
281 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2021, worth a combined $2.53B — down 11% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new TEX positions and 28 closed out — a net gain of 19 holders — while 90 added to existing stakes and 95 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $54.8M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $39.9M sold.
- 281 institutional investors held Terex (TEX) as of Q3 2021, up from 267 in Q2 2021.
- Funds reported $2.53B of Terex stock for Q3 2021, down 11% quarter-over-quarter.
- 47 funds opened new Terex positions in Q3 2021 and 28 closed out, a net change of +19 holders.
- The largest Terex buyer in Q3 2021 was Franklin Resources, an estimated $54.8M added.
- The largest Terex seller in Q3 2021 was Driehaus Capital Management, an estimated $39.9M sold.
Based on aggregated 13F filings for Q3 2021.