Terex
280 hedge funds and large institutions have $2.17B invested in Terex in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 40 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 93
1.58% more ownership
Funds ownership: 85.67% → 87.26% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 40
3% less call options, than puts
Call options by funds: $3.97M | Put options by funds: $4.09M
1% less funds holding
Funds holding: 283 → 280 (-3)
17% less capital invested
Capital invested by funds: $2.62B → $2.17B (-$447M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$18.1M |
| 2 |
BlackRock
New York
|
+$17.3M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$13M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$12.3M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$26.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$13.6M |
| 3 |
Millennium Management
New York
|
-$12.1M |
| 4 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$8.23M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.99M |
TEX Hedge Fund Activity: Q1 2022 in Review
280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2022, worth a combined $2.17B — down 17% from $2.62B a quarter earlier.
Fund positioning in TEX was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 108 added to existing stakes and 93 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $18.1M. The largest seller was Invesco, cutting an estimated $26.7M.
- 280 institutional investors held Terex (TEX) as of Q1 2022, down from 283 in Q4 2021.
- Funds reported $2.17B of Terex stock for Q1 2022, down 17% quarter-over-quarter.
- 40 funds opened new Terex positions in Q1 2022 and 40 closed out, a net change of 0 holders.
- The largest Terex buyer in Q1 2022 was Renaissance Technologies, an estimated $18.1M added.
- The largest Terex seller in Q1 2022 was Invesco, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2022.