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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
C
176
Certuity
Florida
$263K +$223K +7,544 New
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$255K +$216K +7,301 New
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$248K -$244K -8,259 -54%
US Bancorp
179
US Bancorp
Minnesota
$247K +$106K +3,588 +103%
ACM
180
AlphaCrest Capital Management
New York
$245K -$111K -3,758 -35%
AC
181
Apogem Capital
New York
$236K +$200K +6,766 New
CGH
182
Crossmark Global Holdings
Texas
$235K -$180K -6,090 -48%
Verition Fund Management
183
Verition Fund Management
Connecticut
$230K +$195K +6,591 New
SAM
184
Securian Asset Management
Minnesota
$229K -$4.75K -161 -2%
PAM
185
Panagora Asset Management
Massachusetts
$226K – – –
AB
186
Amalgamated Bank
New York
$225K +$190K +6,435 New
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$224K -$595K -20,145 -76%
LFAS
188
Level Four Advisory Services
Texas
$220K +$186K +6,294 New
AC
189
Avestar Capital
New York
$217K +$184K +6,220 New
PAMU
190
Pictet Asset Management (UK)
United Kingdom
$209K +$177K +6,000 New
GI
191
GAMCO Investors
Connecticut
$208K +$176K +5,950 New
TRCT
192
Tower Research Capital (TRC)
New York
$193K -$2.18M -73,822 -93%
IRC
193
Investors Research Corp
Georgia
$150K – – –
SWA
194
Sutton Wealth Advisors
Florida
$131K – – –
AF
195
Advisornet Financial
Minnesota
$122K -$14.8K -500 -13%
Macquarie Group
196
Macquarie Group
Australia
$98K -$1.02M -34,700 -93%
HDIM
197
Hanson & Doremus Investment Management
Vermont
$93K +$77.1K +2,613 +6,221%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$87K +$32.7K +1,106 +79%
MAM
199
Meeder Asset Management
Ohio
$82K -$453K -15,348 -87%
Twin Tree Management
200
Twin Tree Management
Texas
$60K +$50.5K +1,709 New
6 7
8
9 10

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.