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Terex
TEX

274 hedge funds and large institutions have $1.77B invested in Terex in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $4.99M

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.64B → $1.77B (+$137M)

5% more funds holding

Funds holding: 261 → 274 (+13)

1.58% more ownership

Funds ownership: 86.32% → 87.9% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
91
Reduced
108
Closed
26
Calls
$9.65M
Puts
$4.99M
Net Calls
+$4.66M
Net Calls Change
+$4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.1M
2
Invesco
Invesco
Georgia
+$14M
3
BlackRock
BlackRock
New York
+$11.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$12.3M
4
Bank of America
Bank of America
North Carolina
-$10.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
126
Two Sigma Investments
New York
$663K +$729K +22,302 New
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$656K +$296K +9,041 +69%
HF
128
HRT Financial
New York
$656K +$721K +22,058 New
WAM
129
Wakefield Asset Management
Colorado
$648K +$713K +21,784 New
LPL Financial
130
LPL Financial
California
$630K +$219K +6,681 +46%
Victory Capital Management
131
Victory Capital Management
Texas
$622K -$7.13K -218 -1%
American Century Companies
132
American Century Companies
Missouri
$610K -$846K -25,879 -56%
Allianz Asset Management
133
Allianz Asset Management
Germany
$605K -$262K -8,024 -28%
CIP
134
Chartwell Investment Partners
Pennsylvania
$603K +$23.2K +709 +4%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$589K -$12.7K -387 -2%
SDIC
136
South Dakota Investment Council
South Dakota
$588K – – –
GT
137
Glenmede Trust
Pennsylvania
$577K -$5.4K -165 -0.8%
ACM
138
AlphaCrest Capital Management
New York
$568K +$126K +3,846 +25%
ASRS
139
Arizona State Retirement System
Arizona
$560K -$1.86K -57 -0.3%
TI
140
Trexquant Investment
Connecticut
$557K +$299K +9,130 +95%
SAM
141
Shell Asset Management
Netherlands
$535K -$154K -4,718 -21%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$535K -$6.54K -200 -1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$534K -$7.75K -237 -1%
SOMRS
144
State of Michigan Retirement System
Michigan
$509K -$16.4K -500 -3%
GTCM
145
Gyon Technologies Capital Management
New Jersey
$482K +$531K +16,222 New
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$475K +$65.3K +1,997 +14%
FHB
147
First Hawaiian Bank
Hawaii
$474K – – –
Franklin Resources
148
Franklin Resources
California
$474K +$14.1K +431 +3%
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$464K +$981 +30 +0.2%
WHG
150
Westwood Holdings Group
Texas
$429K +$472K +14,441 New
4 5
6
7 8

TEX Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2022, worth a combined $1.77B — up 8.4% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TEX positions and 26 closed out — a net gain of 14 holders — while 91 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 274 institutional investors held Terex (TEX) as of Q3 2022, up from 261 in Q2 2022.
  • Funds reported $1.77B of Terex stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q3 2022 and 26 closed out, a net change of +14 holders.
  • The largest Terex buyer in Q3 2022 was Fidelity Investments, an estimated $28.1M added.
  • The largest Terex seller in Q3 2022 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2022.