Terex
241 hedge funds and large institutions have $1.67B invested in Terex in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 43 closing their positions.
0.76% more ownership
Funds ownership: 89.36% → 90.12% (+0.76%)
4% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 79
4% less funds holding
Funds holding: 251 → 241 (-10)
17% less capital invested
Capital invested by funds: $2B → $1.67B (-$332M)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
31% less call options, than puts
Call options by funds: $7.92M | Put options by funds: $11.5M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$20.1M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$14.9M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$13.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$12.3M |
| 5 |
BlackRock
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.6M |
| 2 |
Jennison Associates
New York
|
-$16.9M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$9.01M |
| 4 |
CWM
CIBC World Markets
New York
|
-$7.94M |
| 5 |
TG
TCW Group
Los Angeles,
California
|
-$6.9M |
TEX Hedge Fund Activity: Q3 2019 in Review
241 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2019, worth a combined $1.67B — down 17% from $2B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of TEX and 33 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 76 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $20.1M. The largest seller was Bank of Montreal, cutting an estimated $28.6M.
- 241 institutional investors held Terex (TEX) as of Q3 2019, down from 251 in Q2 2019.
- Funds reported $1.67B of Terex stock for Q3 2019, down 17% quarter-over-quarter.
- 33 funds opened new Terex positions in Q3 2019 and 43 closed out, a net change of -10 holders.
- The largest Terex buyer in Q3 2019 was Fuller & Thaler Asset Management, an estimated $20.1M added.
- The largest Terex seller in Q3 2019 was Bank of Montreal, an estimated $28.6M sold.
Based on aggregated 13F filings for Q3 2019.