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Terex
TEX

Overview Fund Activity

294 hedge funds and large institutions have $4.23B invested in Terex in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
8.54%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
48
Increased
88
Reduced
124
Closed
49
Calls
$80.7M
Puts
$80M
Net Calls
+$626K
Net Calls Change
-$7.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$55.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$181M
4
Credit Agricole
4
Credit Agricole
France
$45.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$15.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
PHS
3
PFM Health Sciences
California
$0
4
PCM
4
Pennant Capital Management
New Jersey
$229M
5
FAM
5
Fred Alger Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$741K – – –
AWA
202
AmeriServ Wealth Advisors
Pennsylvania
$735K -$21K -500 -3%
QIM
203
Quantitative Investment Management
Virginia
$722K -$903K -21,500 -56%
BlackRock
204
BlackRock
New York
$704K +$2.69K +64 +0.4%
BA
205
BlackRock Advisors
Delaware
$682K +$44.4K +1,057 +7%
SAM
206
Securian Asset Management
Minnesota
$676K -$16.5K -394 -2%
NIM
207
NXG Investment Management
Texas
$672K +$672K +16,000 New
UCFA
208
United Capital Financial Advisors
Texas
$667K +$35.9K +854 +6%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$656K -$6.88K -164 -1%
GG
210
Greenwood Gearhart
Arkansas
$655K -$27.4K -651 -4%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$645K +$220K +5,247 +52%
CAM
212
Capstone Asset Management
Texas
$577K -$390K -9,282 -40%
WIS
213
Wright Investors Service
Connecticut
$556K +$237K +5,652 +74%
LM
214
Luminus Management
Texas
$525K -$1.37M -32,500 -72%
SCM
215
Shelton Capital Management
Colorado
$519K – – –
SAM
216
Shikiar Asset Management
New York
$506K -$42K -1,000 -8%
WAM
217
World Asset Management
Michigan
$503K -$82.5K -1,963 -14%
HSBC Holdings
218
HSBC Holdings
United Kingdom
$443K -$2.13M -50,695 -83%
FNT
219
First National Trust
Pennsylvania
$443K +$1.93K +46 +0.4%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$442K +$442K +10,533 New
PCP
221
Perimeter Capital Partners
Georgia
$433K – – –
MWP
222
MYCIO Wealth Partners
Pennsylvania
$420K +$420K +10,000 New
WCA
223
Westover Capital Advisors
Delaware
$419K – – –
SI
224
Stephens Inc
Arkansas
$416K +$2.94K +70 +0.7%
GVT
225
Genesee Valley Trust
New York
$405K -$1.55K -37 -0.4%
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