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283 hedge funds and large institutions have $2.62B invested in Terex in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $4.32M

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

3% more capital invested

Capital invested by funds: $2.53B → $2.62B (+$87.4M)

1% more funds holding

Funds holding: 281283 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 86.14%85.67% (-0.47%)

Holders
283
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
102
Reduced
98
Closed
38
Calls
$5.11M
Puts
$4.32M
Net Calls
+$792K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Loveless Wealth Management
Montana
$450K
BRWA
177
B. Riley Wealth Advisors
Florida
$448K +$1.26K +28 +0.3%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$446K
SOADOR
179
State of Alaska Department of Revenue
Alaska
$444K -$41.1K -915 -8%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$433K +$10.4K +231 +2%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$430K -$655K -14,591 -60%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$430K
KLCM
183
KG&L Capital Management
Louisiana
$411K +$58.4K +1,300 +16%
ZCA
184
Zeke Capital Advisors
Pennsylvania
$401K
SRSA
185
S.R. Schill & Associates
Washington
$401K +$410K +9,130 New
CB
186
Commerce Bank
Missouri
$374K +$382K +8,508 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$373K -$1.57M -34,926 -81%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$343K +$91.3K +2,033 +35%
KAS
189
Kestra Advisory Services
Texas
$335K +$1.66K +37 +0.5%
BCI
190
Brinker Capital Investments
Pennsylvania
$327K +$334K +7,440 New
Truist Financial
191
Truist Financial
North Carolina
$323K +$539 +12 +0.2%
GF
192
Gabelli Funds
New York
$308K
WFG
193
Wills Financial Group
Virginia
$307K -$32.8K -730 -9%
WW
194
Waterfront Wealth
Kansas
$304K -$3.14K -70 -1%
DCM
195
Dupont Capital Management
Delaware
$289K -$2.09M -46,494 -88%
SAM
196
Securian Asset Management
Minnesota
$271K -$4.49K -100 -2%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$271K +$988 +22 +0.4%
CGH
198
Crossmark Global Holdings
Texas
$262K +$1.8K +40 +0.7%
GI
199
GAMCO Investors
Connecticut
$251K
II
200
Inspire Investing
Idaho
$250K +$12K +268 +5%