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Terex
TEX

280 hedge funds and large institutions have $2.17B invested in Terex in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 93

1.58% more ownership

Funds ownership: 85.67% → 87.26% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

3% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $4.09M

1% less funds holding

Funds holding: 283 → 280 (-3)

17% less capital invested

Capital invested by funds: $2.62B → $2.17B (-$447M)

Holders
280
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
108
Reduced
93
Closed
40
Calls
$3.97M
Puts
$4.09M
Net Calls
-$115K
Net Calls Change
-$907K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$18.1M
2
BlackRock
BlackRock
New York
+$17.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$13M
4
N
Nuveen
North Carolina
+$12.3M
5
GKIM
GW&K Investment Management
Massachusetts
+$11.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.7M
2
Franklin Resources
Franklin Resources
California
-$13.6M
3
Millennium Management
Millennium Management
New York
-$12.1M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$8.23M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
101
Magnetar Financial
Illinois
$1.72M +$1.99M +48,096 New
AB
102
Amalgamated Bank
New York
$1.68M -$93.7K -2,265 -5%
AF
103
Amalgamated Financial
New York
$1.68M +$1.95M +47,219 New
Canada Life
104
Canada Life
Manitoba, Canada
$1.53M +$183K +4,416 +12%
Barclays
105
Barclays
United Kingdom
$1.49M -$2.42M -58,542 -58%
UBS Group
106
UBS Group
Switzerland
$1.46M -$1.1M -26,572 -39%
KeyBank National Association
107
KeyBank National Association
Ohio
$1.43M +$1.65M +40,000 New
RJA
108
Raymond James & Associates
Florida
$1.42M +$248K +5,990 +18%
APG Asset Management
109
APG Asset Management
Netherlands
$1.36M +$625K +15,100 +55%
YCM
110
Yousif Capital Management
Michigan
$1.33M +$30.9K +747 +2%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$1.3M +$1.47M +35,423 +3,690%
US Bancorp
112
US Bancorp
Minnesota
$1.28M -$27.6K -666 -2%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$1.24M -$7.99M -193,233 -85%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$1.21M +$155K +3,741 +12%
Capital Fund Management (CFM)
115
Capital Fund Management (CFM)
France
$1.18M -$240K -5,791 -15%
CIP
116
Chartwell Investment Partners
Pennsylvania
$1.16M +$56.2K +1,359 +4%
LCM
117
Liberty Capital Management
Michigan
$1.11M – – –
Citigroup
118
Citigroup
New York
$1.11M -$830K -20,060 -39%
MMA
119
Miracle Mile Advisors
California
$1.08M +$1.02M +24,750 +450%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.05M -$1.15M -27,808 -49%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.01M – – –
Verition Fund Management
122
Verition Fund Management
Connecticut
$1.01M +$1.18M +28,426 New
AWM
123
AE Wealth Management
Kansas
$1.01M -$31.9K -770 -3%
DTL
124
Dynamic Technology Lab
Singapore
$917K +$333K +8,054 +46%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$912K +$101K +2,439 +11%
3 4
5
6 7

TEX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2022, worth a combined $2.17B — down 17% from $2.62B a quarter earlier.

Fund positioning in TEX was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 108 added to existing stakes and 93 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $18.1M. The largest seller was Invesco, cutting an estimated $26.7M.

  • 280 institutional investors held Terex (TEX) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $2.17B of Terex stock for Q1 2022, down 17% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q1 2022 and 40 closed out, a net change of 0 holders.
  • The largest Terex buyer in Q1 2022 was Renaissance Technologies, an estimated $18.1M added.
  • The largest Terex seller in Q1 2022 was Invesco, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.