Terex
382 hedge funds and large institutions have $3.37B invested in Terex in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 54 closing their positions.
28% more call options, than puts
Call options by funds: $28.4M | Put options by funds: $22.2M
22% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 54
3% more funds holding
Funds holding: 371 → 382 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.85% less ownership
Funds ownership: 98.04% → 95.19% (-2.9%)
7% less capital invested
Capital invested by funds: $3.62B → $3.37B (-$249M)
10% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$24.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$15.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$14.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$42.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$20.8M |
| 5 |
BlackRock
New York
|
-$16.5M |
TEX Hedge Fund Activity: Q3 2024 in Review
382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2024, worth a combined $3.37B — down 6.9% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new TEX positions and 54 closed out — a net gain of 12 holders — while 124 added to existing stakes and 138 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $24.3M. The largest seller was Invesco, cutting an estimated $42.4M.
- 382 institutional investors held Terex (TEX) as of Q3 2024, up from 371 in Q2 2024.
- Funds reported $3.37B of Terex stock for Q3 2024, down 6.9% quarter-over-quarter.
- 66 funds opened new Terex positions in Q3 2024 and 54 closed out, a net change of +12 holders.
- The largest Terex buyer in Q3 2024 was Goldman Sachs, an estimated $24.3M added.
- The largest Terex seller in Q3 2024 was Invesco, an estimated $42.4M sold.
Based on aggregated 13F filings for Q3 2024.