Terex
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$24.4M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$20.3M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$17.7M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$11.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$37.3M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$23M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.09M |
| 5 |
D.E. Shaw & Co
New York
|
-$8.27M |
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.