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Terex
TEX

Overview Fund Activity

382 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+24
Holders Change %
+6.7%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
123
Reduced
145
Closed
46
Calls
$36.8M
Puts
$20.9M
Net Calls
+$15.9M
Net Calls Change
+$1.12M

Top Buyers

1
GA
Greenhaven Associates
New York
+$44.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35.3M
4
AIM
Atlantic Investment Management
New York
+$19.3M
5
Bank of America
Bank of America
North Carolina
+$15M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
176
Thoroughbred Financial Services
Tennessee
$1.09M +$316K +5,286 +41%
LSV Asset Management
177
LSV Asset Management
Illinois
$1.05M +$1.05M +17,600 New
HIS
178
Horizon Investment Services
Indiana
$1.04M +$52.8K +883 +5%
WAM
179
Wakefield Asset Management
Colorado
$1.04M +$6.82K +114 +0.7%
CWS
180
Confluence Wealth Services
Pennsylvania
$1.02M -$324K -5,418 -24%
JCIA
181
Jackson Creek Investment Advisors
Colorado
$1.01M +$32.7K +547 +3%
SOMRS
182
State of Michigan Retirement System
Michigan
$1M -$17.9K -300 -2%
US Bancorp
183
US Bancorp
Minnesota
$977K -$71K -1,186 -7%
Neuberger Berman Group
184
Neuberger Berman Group
New York
$972K -$120 -2 -0%
CQS
185
Credential Qtrade Securities
$967K -$43.7K -730 -4%
AIA
186
Affinity Investment Advisors
California
$967K +$967K +16,160 New
WW
187
Waterfront Wealth
Kansas
$955K -$321K -5,381 -25%
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$925K – – –
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$902K +$5.56K +93 +0.6%
EP
190
Eudaimonia Partners
Tennessee
$873K +$873K +14,588 New
BS
191
Banco Santander
Spain
$868K – – –
PRC
192
Pearl River Capital
Michigan
$867K +$867K +14,498 New
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$826K +$95.8K +1,600 +13%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$812K +$19.9K +333 +3%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$797K -$7.54K -126 -0.9%
CM
196
Capula Management
Cayman Islands
$780K +$780K +13,040 New
ProShare Advisors
197
ProShare Advisors
Maryland
$760K +$50.4K +843 +7%
DI
198
Diligent Investors
California
$757K – – –
SAM
199
Shell Asset Management
Netherlands
$728K -$158K -2,647 -18%
FNT
200
First National Trust
Pennsylvania
$718K – – –
6 7
8
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