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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSRSONJ
176
Police & Firemen's Retirement System of New Jersey
New Jersey
$656K +$656K +14,187 New
ATPW
177
Ashton Thomas Private Wealth
Arizona
$643K +$643K +13,910 New
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$638K – – –
Creative Planning
179
Creative Planning
Kansas
$634K -$290K -6,280 -31%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$629K – – –
KK
181
KLP Kapitalforvaltning
Norway
$610K +$610K +13,200 New
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$601K -$116K -2,516 -16%
DI
183
Diligent Investors
California
$585K – – –
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$580K +$198K +4,276 +52%
VA
185
Vident Advisory
Georgia
$573K -$42.1K -910 -7%
FNT
186
First National Trust
Pennsylvania
$555K – – –
WAM
187
Weiss Asset Management
Massachusetts
$552K +$64.3K +1,392 +13%
GAM
188
Gotham Asset Management
New York
$550K -$110K -2,370 -17%
Allianz Asset Management
189
Allianz Asset Management
Germany
$547K -$943K -20,395 -63%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$544K +$27.9K +604 +5%
Cerity Partners
191
Cerity Partners
New York
$541K -$683K -13,795 -56%
ASN
192
Advisory Services Network
Georgia
$527K +$527K +11,397 New
EI
193
Ethic Inc
New York
$507K +$28.2K +610 +6%
Osaic Holdings
194
Osaic Holdings
Arizona
$500K -$611K -13,229 -55%
Renaissance Technologies
195
Renaissance Technologies
New York
$499K -$8.18M -177,000 -94%
Stifel Financial
196
Stifel Financial
Missouri
$493K -$21.1K -456 -4%
SA
197
Sanctuary Advisors
Indiana
$482K -$37.7K -769 -7%
NAM
198
NorthCrest Asset Manangement
Minnesota
$467K -$324 -7 -0.1%
LCM
199
Liberty Capital Management
Michigan
$460K – – –
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$460K +$8.18K +177 +2%
6 7
8
9 10