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Terex
TEX

274 hedge funds and large institutions have $1.77B invested in Terex in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $4.99M

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.64B → $1.77B (+$137M)

5% more funds holding

Funds holding: 261 → 274 (+13)

1.58% more ownership

Funds ownership: 86.32% → 87.9% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
91
Reduced
108
Closed
26
Calls
$9.65M
Puts
$4.99M
Net Calls
+$4.66M
Net Calls Change
+$4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.1M
2
Invesco
Invesco
Georgia
+$14M
3
BlackRock
BlackRock
New York
+$11.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$12.3M
4
Bank of America
Bank of America
North Carolina
-$10.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
176
TCW Group
California
$314K – – –
X
177
Xponance
Pennsylvania
$311K -$10.2K -311 -3%
VI
178
Versor Investments
New York
$305K -$690K -21,100 -67%
DC
179
Diametric Capital
Massachusetts
$304K +$334K +10,222 New
VIA
180
Virtus Investment Advisers
Connecticut
$304K +$335K +10,228 New
DWM
181
Dakota Wealth Management
Florida
$304K +$335K +10,235 New
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$302K – – –
VCA
183
Verdence Capital Advisors
Maryland
$297K +$7.1K +217 +2%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$291K -$59.1K -1,808 -16%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$291K – – –
SOADOR
186
State of Alaska Department of Revenue
Alaska
$289K -$8.01K -245 -2%
Assenagon Asset Management
187
Assenagon Asset Management
Luxembourg
$286K -$2.18M -66,713 -87%
NAM
188
NorthCrest Asset Manangement
Minnesota
$283K – – –
DFCM
189
Dark Forest Capital Management
Puerto Rico
$265K -$1.84M -56,150 -86%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$264K +$14.5K +444 +5%
FRM
191
Fox Run Management
Connecticut
$263K +$289K +8,835 New
CI
192
CX Institutional
Indiana
$257K +$89.3K +2,731 +46%
PWM
193
Perigon Wealth Management
California
$252K +$278K +8,486 New
KAS
194
Kestra Advisory Services
Texas
$226K +$248K +7,587 New
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$225K -$19.1K -583 -7%
BCI
196
Brinker Capital Investments
Pennsylvania
$223K +$245K +7,497 New
E
197
Ergoteles
New York
$221K +$243K +7,426 New
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$218K +$239K +7,321 New
KLCM
199
KG&L Capital Management
Louisiana
$213K +$234K +7,155 New
GF
200
Gabelli Funds
New York
$208K +$229K +7,000 New
6 7
8
9 10

TEX Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2022, worth a combined $1.77B — up 8.4% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TEX positions and 26 closed out — a net gain of 14 holders — while 91 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 274 institutional investors held Terex (TEX) as of Q3 2022, up from 261 in Q2 2022.
  • Funds reported $1.77B of Terex stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Terex positions in Q3 2022 and 26 closed out, a net change of +14 holders.
  • The largest Terex buyer in Q3 2022 was Fidelity Investments, an estimated $28.1M added.
  • The largest Terex seller in Q3 2022 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2022.