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Terex
TEX

Overview Fund Activity

229 hedge funds and large institutions have $893M invested in Terex in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-14
Holders Change %
-5.76%
% of All Funds
5.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
71
Reduced
78
Closed
44
Calls
$2.54M
Puts
$9.67M
Net Calls
-$7.12M
Net Calls Change
-$6.29M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$53.4M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$19M
3
Charles Schwab
3
Charles Schwab
California
$16.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.88M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$10.8M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$582K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.48M
3
PP
3
Prudential plc
United Kingdom
$11.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.3M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$4K +$4K +308 New
APA
202
American Portfolios Advisors
New York
$3.59K +$3.59K +250 New
AssetMark Inc
203
AssetMark Inc
California
$2K -$667 -38 -25%
SPIA
204
Steward Partners Investment Advisory
New York
$2K – – –
RCA
205
Ranch Capital Advisors
Florida
$2K – – –
GT
206
Glenmede Trust
Pennsylvania
$2K – – –
VNA
207
Valley National Advisers
Pennsylvania
$2K – – –
SFSIG
208
San Francisco Sentry Investment Group
California
$2K +$716 +48 +56%
GAM
209
Gemmer Asset Management
California
$1K -$4.5K -261 -82%
LC
210
Lindbrook Capital
California
$1K -$2.77K -227 -73%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$1K -$1.88K -188 -65%
EARNEST Partners
212
EARNEST Partners
Georgia
$1K – – –
TWA
213
TCI Wealth Advisors
Arizona
$1K – – –
JGIA
214
Jackson Grant Investment Advisers
Connecticut
$1K – – –
BWM
215
BerganKDV Wealth Management
Minnesota
$1K – – –
PCG
216
Private Capital Group
Connecticut
$1K – – –
GWM
217
Geneos Wealth Management
Colorado
$1K – – –
S
218
SignatureFD
Georgia
$1K +$365 +19 +58%
WT
219
Washington Trust
Rhode Island
$1K +$1K +48 New
CAW
220
Cornerstone Advisors (Washington)
Washington
$1K +$563 +49 +129%
Twin Tree Management
221
Twin Tree Management
Texas
$1K +$1K +62 New
SF
222
Synovus Financial
Georgia
$1K +$1K +82 New
POIA
223
Pin Oak Investment Advisors
Texas
$1K +$1K +100 New
EW
224
Evoke Wealth
California
$976 – – –
Franklin Resources
225
Franklin Resources
California
– -$8.7M -292,100 Closed
7 8
9
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