Terex
388 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 154 reducing their positions, and 54 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $3.62B → $3.97B (+$346M)
1.54% less ownership
Funds ownership: 93.7% → 92.16% (-1.5%)
3% less funds holding
Funds holding: 402 → 388 (-14)
18% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 154
22% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 54
42% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$41.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$22.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.1M |
| 2 |
BlackRock
New York
|
-$37.5M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$31.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.8M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$15.9M |
TEX Hedge Fund Activity: Q1 2024 in Review
388 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2024, worth a combined $3.97B — up 9.6% from $3.62B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of TEX and 42 opened new positions — a net loss of 12 holders — while 154 trimmed existing stakes and 126 added.
The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $67.1M.
- 388 institutional investors held Terex (TEX) as of Q1 2024, down from 402 in Q4 2023.
- Funds reported $3.97B of Terex stock for Q1 2024, up 9.6% quarter-over-quarter.
- 42 funds opened new Terex positions in Q1 2024 and 54 closed out, a net change of -12 holders.
- The largest Terex buyer in Q1 2024 was Fidelity Investments, an estimated $105M added.
- The largest Terex seller in Q1 2024 was Morgan Stanley, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2024.