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Terex
TEX

Overview Fund Activity

294 hedge funds and large institutions have $4.23B invested in Terex in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
8.54%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
48
Increased
88
Reduced
124
Closed
49
Calls
$80.7M
Puts
$80M
Net Calls
+$626K
Net Calls Change
-$7.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$55.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$181M
4
Credit Agricole
4
Credit Agricole
France
$45.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$15.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
PHS
3
PFM Health Sciences
California
$0
4
PCM
4
Pennant Capital Management
New Jersey
$229M
5
FAM
5
Fred Alger Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$1.22M -$374K -8,918 -24%
US Bancorp
177
US Bancorp
Minnesota
$1.22M -$31K -738 -2%
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M -$54.6K -1,300 -5%
AG
179
Aperio Group
California
$1.11M -$872K -25,956 Closed
WSA
180
Willow Street Advisors
Florida
$1.1M -$92.4K -2,200 -8%
DAM
181
Deltec Asset Management
New York
$1.06M – – –
RJA
182
Raymond James & Associates
Florida
$1.06M +$94.5K +2,249 +10%
LMGAM
183
Liberty Mutual Group Asset Management
Massachusetts
$1.02M -$443K -10,553 -30%
OA
184
OFI Advisors
Pennsylvania
$1.02M +$28.5K +678 +3%
PA
185
Profund Advisors
Maryland
$894K +$101K +2,396 +13%
IPC
186
Independent Portfolio Consultants
Florida
$888K -$99.5K -2,369 -10%
SC
187
Saiers Capital
New York
$873K -$856K -20,400 -50%
SG Americas Securities
188
SG Americas Securities
New York
$861K -$1.12M -26,749 -57%
RIL
189
Rothschild Investment LLC
Illinois
$849K -$37.8K -900 -4%
BCA
190
Benchmark Capital Advisors
New York
$829K -$145K -3,450 -15%
URS
191
Utah Retirement Systems
Utah
$828K – – –
PI
192
Placemark Investments
Illinois
$802K -$34.5K -827 -4%
SAG
193
Sterne Agee Group
Alabama
$791K +$791K +18,844 New
Creative Planning
194
Creative Planning
Kansas
$773K -$701K -16,700 -48%
LPL Financial
195
LPL Financial
California
$759K +$28.4K +676 +4%
B
196
Barings
North Carolina
$752K +$143K +3,400 +23%
TSWM
197
Triangle Securities Wealth Management
North Carolina
$749K -$31.5K -750 -4%
SIM
198
SSI Investment Management
California
$748K +$748K +17,771 New
ACI
199
Advance Capital I
Michigan
$747K +$319K +7,600 +75%
SI
200
Standard Investments
New York
$745K -$863K -20,545 -54%
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