Terex
TEX
286 hedge funds and large institutions have $2.82B invested in Terex in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 105 reducing their positions, and 68 closing their positions.
169% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $11.8M
1.09% less ownership
Funds ownership: 94.31% → 93.22% (-1.1%)
9% less funds holding
Funds holding: 313 → 286 (-27)
12% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 105
26% less capital invested
Capital invested by funds: $3.82B → $2.82B (-$999M)
32% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 68
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$50.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 3 |
BlackRock
New York
|
+$17.5M |
| 4 |
SC
Selz Capital
New York
|
+$15.2M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$58.2M |
| 2 |
Goldman Sachs
New York
|
-$55.3M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$38.8M |
| 4 |
TA
Teachers Advisors
New York
|
-$32.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.2M |
TEX Hedge Fund Activity: Q1 2018 in Review
286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2018, worth a combined $2.82B — down 26% from $3.82B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of TEX and 46 opened new positions — a net loss of 22 holders — while 105 trimmed existing stakes and 92 added.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $50.9M. The largest seller was TIAA CREF Investment Management, cutting an estimated $58.2M.
- 286 institutional investors held Terex (TEX) as of Q1 2018, down from 313 in Q4 2017.
- Funds reported $2.82B of Terex stock for Q1 2018, down 26% quarter-over-quarter.
- 46 funds opened new Terex positions in Q1 2018 and 68 closed out, a net change of -22 holders.
- The largest Terex buyer in Q1 2018 was Canada Pension Plan Investment Board, an estimated $50.9M added.
- The largest Terex seller in Q1 2018 was TIAA CREF Investment Management, an estimated $58.2M sold.
Based on aggregated 13F filings for Q1 2018.