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Terex
TEX

251 hedge funds and large institutions have $1.64B invested in Terex in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.22% more ownership

Funds ownership: 80.01% → 82.24% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

7% more call options, than puts

Call options by funds: $26M | Put options by funds: $24.3M

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$43.9M)

2% less funds holding

Funds holding: 257 → 251 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
6.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
88
Reduced
81
Closed
38
Calls
$26M
Puts
$24.3M
Net Calls
+$1.66M
Net Calls Change
-$14M

Top Buyers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
+$44.9M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$29.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.3M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$9.79M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$30M
2
AM
Appaloosa Management
Florida
-$29.7M
3
TAL
TIG Advisors LLC
New York
-$13.6M
4
Barclays
Barclays
United Kingdom
-$11.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
151
Squarepoint
New York
$552K +$184K +9,295 +45%
HFS
152
HL Financial Services
Kentucky
$547K +$207K +10,496 +55%
Walleye Trading
153
Walleye Trading
New York
$522K +$558K +28,243 New
HT
154
HAP Trading
New York
$490K +$87.6K +4,431 +20%
Aviva
155
Aviva
United Kingdom
$480K – – –
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$473K +$593 +30 +0.1%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$472K +$505K +25,554 New
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$463K +$253K +12,790 +104%
BKBG
159
BHF Kleinwort Benson Group
Belgium
$456K +$487K +24,655 New
Two Sigma Investments
160
Two Sigma Investments
New York
$456K +$488K +24,680 New
IRF
161
IBM Retirement Fund
New York
$449K +$36.1K +1,828 +8%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$445K – – –
Creative Planning
163
Creative Planning
Kansas
$434K +$4.94K +250 +1%
CAM
164
Capstone Asset Management
Texas
$405K +$86.6K +4,380 +25%
CIC
165
Cornercap Investment Counsel
Georgia
$394K – – –
DI
166
Diligent Investors
California
$360K – – –
MAM
167
Meeder Asset Management
Ohio
$353K -$1.29M -65,085 -77%
URS
168
Utah Retirement Systems
Utah
$346K – – –
Nordea Investment Management
169
Nordea Investment Management
Sweden
$333K +$357K +18,045 New
Jane Street
170
Jane Street
New York
$301K +$321K +16,265 New
Verition Fund Management
171
Verition Fund Management
Connecticut
$296K +$317K +16,021 New
AIP
172
Ameritas Investment Partners
Nebraska
$294K – – –
CAM
173
Concorde Asset Management
Michigan
$284K +$33.6K +1,700 +12%
Nomura Holdings
174
Nomura Holdings
Japan
$269K +$285K +14,410 New
SAM
175
Securian Asset Management
Minnesota
$263K -$17.4K -878 -6%
5 6
7
8 9

TEX Hedge Fund Activity: Q4 2015 in Review

251 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2015, worth a combined $1.64B — up 2.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of TEX and 34 opened new positions — a net loss of 4 holders — while 81 trimmed existing stakes and 88 added.

The largest buyer was TIAA CREF Investment Management, adding an estimated $44.9M. The largest seller was Millennium Management, cutting an estimated $30M.

  • 251 institutional investors held Terex (TEX) as of Q4 2015, down from 257 in Q3 2015.
  • Funds reported $1.64B of Terex stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 34 funds opened new Terex positions in Q4 2015 and 38 closed out, a net change of -4 holders.
  • The largest Terex buyer in Q4 2015 was TIAA CREF Investment Management, an estimated $44.9M added.
  • The largest Terex seller in Q4 2015 was Millennium Management, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2015.