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Terex
TEX

297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.44M

6.78% more ownership

Funds ownership: 96.82% → 103.6% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.1B → $3.04B (-$62.5M)

5% less funds holding

Funds holding: 311 → 297 (-14)

21% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 56

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 120

Holders
297
Holders Change
-14
Holders Change %
-4.5%
% of All Funds
6.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
86
Reduced
120
Closed
56
Calls
$18.5M
Puts
$8.44M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
TCIM
TIAA CREF Investment Management
New York
+$133M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$75.8M
3
JIM
Jupiter Investment Management
United Kingdom
+$53.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$33M
5
N
Nuveen
North Carolina
+$19.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$44.4M
2
BlackRock
BlackRock
New York
-$35.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$23.6M
4
TG
TCW Group
California
-$18.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
176
D.E. Shaw & Co
New York
$512K +$521K +12,817 New
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
$506K -$24.8K -610 -5%
TEE
178
Tibra Equities Europe
United Kingdom
$505K +$514K +12,645 New
URS
179
Utah Retirement Systems
Utah
$492K -$8.13K -200 -2%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$488K -$80K -1,967 -14%
CBOA
181
Commonwealth Bank of Australia
Australia
$482K +$492K +12,100 New
QT
182
Quantbot Technologies
New York
$481K +$490K +12,060 New
PVH
183
Psagot Value Holdings
Israel
$479K – – –
Assenagon Asset Management
184
Assenagon Asset Management
Luxembourg
$474K +$483K +11,887 New
VI
185
Versor Investments
New York
$451K +$459K +11,300 New
GT
186
Glenmede Trust
Pennsylvania
$450K +$459K +11,300 New
FMBTD
187
First Midwest Bank Trust Division
Illinois
$443K +$2.89K +71 +0.6%
SCM
188
Stevens Capital Management
Pennsylvania
$443K +$452K +11,106 New
PI
189
PEAK6 Investments
Illinois
$439K +$447K +10,996 New
Citigroup
190
Citigroup
New York
$437K -$188K -4,635 -30%
CCIA
191
Campbell & Co Investment Adviser
Maryland
$425K +$433K +10,651 New
NWP
192
Northstar Wealth Partners
Connecticut
$422K – – –
ZCA
193
Zeke Capital Advisors
Pennsylvania
$418K +$426K +10,471 New
SRAM
194
Stone Ridge Asset Management
New York
$413K +$50.9K +1,252 +14%
TRCT
195
Tower Research Capital (TRC)
New York
$411K +$355K +8,739 +563%
Calamos Advisors
196
Calamos Advisors
Illinois
$401K +$408K +10,040 New
IG
197
ING Group
Netherlands
$396K -$46.5K -1,144 -10%
ECM
198
ETrade Capital Management
Virginia
$393K +$39.9K +981 +11%
FHB
199
First Hawaiian Bank
Hawaii
$375K +$382K +9,405 New
MCP
200
Mirador Capital Partners
California
$372K -$7.08K -174 -2%
6 7
8
9 10

TEX Hedge Fund Activity: Q3 2018 in Review

297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2018, worth a combined $3.04B — down 2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TEX and 44 opened new positions — a net loss of 12 holders — while 120 trimmed existing stakes and 86 added.

The largest buyer was TIAA CREF Investment Management, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.

  • 297 institutional investors held Terex (TEX) as of Q3 2018, down from 311 in Q2 2018.
  • Funds reported $3.04B of Terex stock for Q3 2018, down 2% quarter-over-quarter.
  • 44 funds opened new Terex positions in Q3 2018 and 56 closed out, a net change of -12 holders.
  • The largest Terex buyer in Q3 2018 was TIAA CREF Investment Management, an estimated $133M added.
  • The largest Terex seller in Q3 2018 was Goldman Sachs, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2018.