Terex
229 hedge funds and large institutions have $893M invested in Terex in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 44 closing their positions.
0.29% less ownership
Funds ownership: 88.38% → 88.1% (-0.29%)
9% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 78
6% less funds holding
Funds holding: 243 → 229 (-14)
27% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 44
52% less capital invested
Capital invested by funds: $1.88B → $893M (-$983M)
74% less call options, than puts
Call options by funds: $2.54M | Put options by funds: $9.66M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$37.6M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$29.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$14.1M |
| 4 |
JP Morgan Chase
New York
|
+$11.5M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$41M |
| 2 |
Goldman Sachs
New York
|
-$22.6M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$22.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$21M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.1M |
TEX Hedge Fund Activity: Q1 2020 in Review
229 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2020, worth a combined $893M — down 52% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of TEX and 32 opened new positions — a net loss of 12 holders — while 78 trimmed existing stakes and 71 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $41M.
- 229 institutional investors held Terex (TEX) as of Q1 2020, down from 243 in Q4 2019.
- Funds reported $893M of Terex stock for Q1 2020, down 52% quarter-over-quarter.
- 32 funds opened new Terex positions in Q1 2020 and 44 closed out, a net change of -12 holders.
- The largest Terex buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $37.6M added.
- The largest Terex seller in Q1 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2020.