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Terex
TEX

242 hedge funds and large institutions have $2.07B invested in Terex in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 52 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

82% more capital invested

Capital invested by funds: $1.14B → $2.07B (+$930M)

57% more call options, than puts

Call options by funds: $8.18M | Put options by funds: $5.21M

16% more funds holding

Funds holding: 209 → 242 (+33)

0.65% more ownership

Funds ownership: 85.08% → 85.73% (+0.65%)

47% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 98

Holders
242
Holders Change
+33
Holders Change %
+15.79%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
52
Reduced
98
Closed
23
Calls
$8.18M
Puts
$5.21M
Net Calls
+$2.96M
Net Calls Change
+$4.62M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
2
N
Nuveen
North Carolina
+$20.3M
3
UBS AM
UBS AM
Illinois
+$17.7M
4
DCM
Driehaus Capital Management
Illinois
+$11.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$11M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$37.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$23M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$18M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$9.09M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$434K – – –
NMERB
152
New Mexico Educational Retirement Board
New Mexico
$422K -$32.5K -1,100 -8%
SAM
153
Shell Asset Management
Netherlands
$416K – – –
AA
154
AQR Arbitrage
Connecticut
$411K +$349K +11,828 New
Axa
155
Axa
France
$401K – – –
B
156
Bailard
California
$398K +$337K +11,400 New
SOADOR
157
State of Alaska Department of Revenue
Alaska
$392K -$16.8K -570 -5%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$385K -$16.8K -568 -5%
LWM
159
Loveless Wealth Management
Montana
$372K -$8.86K -300 -3%
COI
160
Connable Office Inc
Michigan
$355K -$14.8K -501 -5%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$354K +$300K +10,148 New
WCM
162
Weld Capital Management
New York
$348K +$294K +9,961 New
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$341K – – –
MSL
164
Mackay Shields LLC
New York
$321K +$272K +9,200 New
X
165
Xponance
Pennsylvania
$320K +$271K +9,180 New
II
166
Inspire Investing
Idaho
$318K +$269K +9,114 New
SSA
167
Schonfeld Strategic Advisors
New York
$303K -$446K -15,100 -63%
PP
168
Paloma Partners
Connecticut
$293K +$248K +8,404 New
KAS
169
Kestra Advisory Services
Texas
$290K +$245K +8,300 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$284K +$39.6K +1,342 +20%
FA
171
FDx Advisors
Illinois
$281K +$237K +8,044 New
GF
172
Gabelli Funds
New York
$279K +$236K +8,000 New
HF
173
HRT Financial
New York
$278K +$236K +7,996 New
HW
174
Hancock Whitney
Mississippi
$271K +$230K +7,777 New
SM
175
Sciencast Management
New Jersey
$269K +$209K +7,081 New
5 6
7
8 9

TEX Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2020, worth a combined $2.07B — up 82% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TEX positions and 23 closed out — a net gain of 35 holders — while 52 added to existing stakes and 98 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $24.4M. The largest seller was Pzena Investment Management, cutting an estimated $37.3M.

  • 242 institutional investors held Terex (TEX) as of Q4 2020, up from 209 in Q3 2020.
  • Funds reported $2.07B of Terex stock for Q4 2020, up 82% quarter-over-quarter.
  • 58 funds opened new Terex positions in Q4 2020 and 23 closed out, a net change of +35 holders.
  • The largest Terex buyer in Q4 2020 was Citadel Advisors, an estimated $24.4M added.
  • The largest Terex seller in Q4 2020 was Pzena Investment Management, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2020.