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Terex
TEX

297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.44M

6.78% more ownership

Funds ownership: 96.82% → 103.6% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.1B → $3.04B (-$62.5M)

5% less funds holding

Funds holding: 311 → 297 (-14)

21% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 56

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 120

Holders
297
Holders Change
-14
Holders Change %
-4.5%
% of All Funds
6.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
86
Reduced
120
Closed
56
Calls
$18.5M
Puts
$8.44M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
TCIM
TIAA CREF Investment Management
New York
+$133M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$75.8M
3
JIM
Jupiter Investment Management
United Kingdom
+$53.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$33M
5
N
Nuveen
North Carolina
+$19.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$44.4M
2
BlackRock
BlackRock
New York
-$35.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$23.6M
4
TG
TCW Group
California
-$18.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Flinton Capital Management
Pennsylvania
$1.22M +$794K +19,516 +179%
Pacer Advisors
127
Pacer Advisors
Pennsylvania
$1.21M +$221K +5,434 +22%
RJA
128
Raymond James & Associates
Florida
$1.2M +$129K +3,161 +12%
RCM
129
Riverhead Capital Management
Delaware
$1.2M +$781K +19,200 +178%
AAMU
130
Amundi Asset Management US
Massachusetts
$1.2M -$7.66M -188,457 -86%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$1.17M -$191K -4,705 -14%
CIM
132
CenturyLink Investment Management
Colorado
$1.17M -$142K -3,503 -11%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.14M +$5.98K +147 +0.5%
GC
134
Guggenheim Capital
Illinois
$1.11M +$201K +4,948 +22%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$1.07M +$105K +2,577 +11%
BNP Paribas Asset Management
136
BNP Paribas Asset Management
France
$1.06M – – –
TAM
137
Tyers Asset Management
Texas
$1M +$654K +16,072 +179%
RIM
138
Redwood Investment Management
Arizona
$979K -$44K -1,083 -4%
SOMRS
139
State of Michigan Retirement System
Michigan
$958K -$106K -2,600 -10%
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$947K -$8.07M -198,455 -89%
Macquarie Group
141
Macquarie Group
Australia
$926K +$390K +9,600 +71%
HighTower Advisors
142
HighTower Advisors
Illinois
$881K +$186K +4,584 +26%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$862K -$16.7K -411 -2%
QI
144
QS Investors
New York
$833K -$297K -7,312 -26%
SCM
145
Sterling Capital Management
North Carolina
$826K -$2.13M -52,353 -72%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$807K -$35.1K -863 -4%
NA
147
Neuburgh Advisers
California
$786K +$513K +12,628 +179%
NERM
148
New England Research & Management
Illinois
$767K -$12.2K -300 -2%
CSS
149
Cubist Systematic Strategies
Connecticut
$766K +$779K +19,169 +106,494%
AIP
150
Ameritas Investment Partners
Nebraska
$765K -$89K -2,188 -10%
4 5
6
7 8

TEX Hedge Fund Activity: Q3 2018 in Review

297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2018, worth a combined $3.04B — down 2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TEX and 44 opened new positions — a net loss of 12 holders — while 120 trimmed existing stakes and 86 added.

The largest buyer was TIAA CREF Investment Management, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.

  • 297 institutional investors held Terex (TEX) as of Q3 2018, down from 311 in Q2 2018.
  • Funds reported $3.04B of Terex stock for Q3 2018, down 2% quarter-over-quarter.
  • 44 funds opened new Terex positions in Q3 2018 and 56 closed out, a net change of -12 holders.
  • The largest Terex buyer in Q3 2018 was TIAA CREF Investment Management, an estimated $133M added.
  • The largest Terex seller in Q3 2018 was Goldman Sachs, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2018.