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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Perigon Wealth Management
California
$459K -$26.9K -566 -6%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$457K +$254K +5,497 +125%
KCM
203
Kendall Capital Management
Maryland
$449K +$22.2K +480 +5%
KBC Group
204
KBC Group
Belgium
$443K +$59.6K +1,290 +16%
Wolverine Trading
205
Wolverine Trading
Illinois
$441K +$226K +5,006 +105%
X
206
Xponance
Pennsylvania
$441K +$22.3K +482 +5%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$428K – – –
VSQM
208
V-Square Quantitative Management
Illinois
$424K +$83.8K +1,824 +25%
Nomura Holdings
209
Nomura Holdings
Japan
$409K +$409K +8,847 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$396K – – –
DTL
211
Dynamic Technology Lab
Singapore
$395K +$139K +3,018 +55%
QCM
212
Quantinno Capital Management
New York
$394K -$6.7K -145 -2%
BCI
213
Brinker Capital Investments
Pennsylvania
$393K +$203K +4,400 +107%
OPS
214
Orion Portfolio Solutions
Nebraska
$393K +$203K +4,400 +107%
VPIM
215
Vanguard Personalized Indexing Management
California
$389K -$74.3K -1,607 -16%
HPC
216
HM Payson & Co
Maine
$364K -$11M -238,303 -97%
JCM
217
J2 Capital Management
Michigan
$353K +$353K +7,628 New
CCIA
218
Campbell & Co Investment Adviser
Maryland
$349K -$2.68M -58,026 -88%
BC
219
Barnett & Company
Tennessee
$337K +$13.9K +300 +4%
SAM
220
Shell Asset Management
Netherlands
$331K -$601 -13 -0.2%
GF
221
Gabelli Funds
New York
$324K – – –
KAS
222
Kestra Advisory Services
Texas
$312K -$29.7K -642 -9%
AA
223
ALPS Advisors
Colorado
$312K – – –
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$311K +$4.35K +94 +1%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$304K -$48.9K -1,059 -14%
7 8
9
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