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Terex
TEX

Overview Fund Activity

386 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 153 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-15
Holders Change %
-3.74%
% of All Funds
5.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
126
Reduced
153
Closed
54
Calls
$13.3M
Puts
$23M
Net Calls
-$9.69M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
HPC
4
HM Payson & Co
Maine
$24.4M
5
American Century Companies
5
American Century Companies
Missouri
$67.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
BlackRock
2
BlackRock
New York
$572M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$52.8M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$680K +$39K +606 +6%
PCM
202
Prelude Capital Management
New York
$670K +$153K +2,371 +30%
EI
203
Ethic Inc
New York
$667K -$2.51K -39 -0.4%
CI
204
Cavalier Investments
Georgia
$663K +$36.1K +560 +6%
BAMF
205
BI Asset Management Fondsmaeglerselskab
Denmark
$658K -$4.44M -68,896 -87%
NAM
206
NorthCrest Asset Manangement
Minnesota
$650K -$19.3K -300 -3%
LCM
207
Liberty Capital Management
Michigan
$642K -$86.8K -1,348 -12%
X
208
Xponance
Pennsylvania
$619K -$11.1K -173 -2%
PF
209
Phoenix Financial
Israel
$616K +$616K +9,600 New
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$613K +$92.7K +1,440 +18%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$613K +$33.8K +525 +6%
TI
212
Tidal Investments
Wisconsin
$603K +$9.34K +145 +2%
DA
213
Duality Advisers
Florida
$595K +$78.2K +1,214 +15%
CIC
214
Cornercap Investment Counsel
Georgia
$579K -$588K -9,126 -50%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$578K +$57.8K +897 +11%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$573K -$56.8K -881 -9%
PWM
217
Perigon Wealth Management
California
$559K -$9.47K -147 -2%
NIM
218
NEOS Investment Management
Connecticut
$536K +$172K +2,669 +47%
KAS
219
Kestra Advisory Services
Texas
$527K +$27.7K +430 +6%
EF
220
Empirical Finance
Pennsylvania
$521K – – –
CCC
221
Chesapeake Capital Corp
Florida
$520K +$39.5K +613 +8%
KBC Group
222
KBC Group
Belgium
$513K +$31.6K +491 +7%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$510K -$1.57M -24,322 -75%
PAG
224
Private Advisor Group
New Jersey
$488K -$1.74K -27 -0.4%
GCM
225
Graham Capital Management
Connecticut
$468K -$815K -12,648 -64%
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