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Terex
TEX

Overview Fund Activity

379 hedge funds and large institutions have $3.33B invested in Terex in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
124
Reduced
136
Closed
56
Calls
$28.4M
Puts
$22.2M
Net Calls
+$6.16M
Net Calls Change
+$16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$71.3M
3
American Century Companies
3
American Century Companies
Missouri
$85M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$13.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$160M

Top Sellers

1
Invesco
1
Invesco
Georgia
$86.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$76.6M
5
BlackRock
5
BlackRock
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$589K -$32.2K -610 -5%
Stifel Financial
202
Stifel Financial
Missouri
$589K -$668K -12,621 -53%
SA
203
Sanctuary Advisors
Indiana
$571K +$38.6K +717 +7%
CIP
204
Chartwell Investment Partners
Pennsylvania
$559K +$559K +10,558 New
WAM
205
Weiss Asset Management
Massachusetts
$558K +$558K +10,544 New
JF
206
Jump Financial
Illinois
$545K +$545K +10,305 New
PWM
207
Perigon Wealth Management
California
$542K +$27.5K +520 +5%
NAM
208
NorthCrest Asset Manangement
Minnesota
$535K – – –
VPIM
209
Vanguard Personalized Indexing Management
California
$530K +$38.2K +722 +8%
LCM
210
Liberty Capital Management
Michigan
$527K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$520K +$520K +9,834 New
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$518K -$18.3K -346 -3%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$510K -$235K -4,447 -32%
AG
214
Algert Global
California
$501K -$1.67M -31,530 -77%
VI
215
Vestcor Inc
New Brunswick, Canada
$497K +$497K +9,400 New
VAM
216
Verity Asset Management
North Carolina
$497K +$147K +2,779 +42%
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$490K – – –
KCM
218
Kendall Capital Management
Maryland
$489K +$49.5K +935 +11%
X
219
Xponance
Pennsylvania
$479K +$847 +16 +0.2%
QCM
220
Quantinno Capital Management
New York
$458K +$92.3K +1,744 +25%
LCM
221
Landscape Capital Management
New Jersey
$457K +$457K +8,640 New
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$454K – – –
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$448K -$512K -9,678 -53%
KBC Group
224
KBC Group
Belgium
$439K – – –
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$437K -$433K -8,185 -50%
7 8
9
10 11