Terex
297 hedge funds and large institutions have $3.04B invested in Terex in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 120 reducing their positions, and 56 closing their positions.
119% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $8.44M
6.78% more ownership
Funds ownership: 96.82% → 103.6% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $3.1B → $3.04B (-$62.5M)
5% less funds holding
Funds holding: 311 → 297 (-14)
21% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 56
28% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
+$133M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$75.8M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$53.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$44.4M |
| 2 |
BlackRock
New York
|
-$35.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$23.6M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$18.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$15.8M |
TEX Hedge Fund Activity: Q3 2018 in Review
297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2018, worth a combined $3.04B — down 2% from $3.1B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of TEX and 44 opened new positions — a net loss of 12 holders — while 120 trimmed existing stakes and 86 added.
The largest buyer was TIAA CREF Investment Management, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.
- 297 institutional investors held Terex (TEX) as of Q3 2018, down from 311 in Q2 2018.
- Funds reported $3.04B of Terex stock for Q3 2018, down 2% quarter-over-quarter.
- 44 funds opened new Terex positions in Q3 2018 and 56 closed out, a net change of -12 holders.
- The largest Terex buyer in Q3 2018 was TIAA CREF Investment Management, an estimated $133M added.
- The largest Terex seller in Q3 2018 was Goldman Sachs, an estimated $44.4M sold.
Based on aggregated 13F filings for Q3 2018.