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Terex
TEX

270 hedge funds and large institutions have $2.73B invested in Terex in 2013 Q2 according to their latest regulatory filings, with 270 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.35% more ownership

Funds ownership: 0% → 93.35% (+93%)

5% less call options, than puts

Call options by funds: $58.6M | Put options by funds: $61.7M

Holders
270
Holders Change
+270
Holders Change %
–
% of All Funds
8.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
270
Increased
–
Reduced
–
Closed
–
Calls
$58.6M
Puts
$61.7M
Net Calls
-$3.13M
Net Calls Change
-$3.13M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1
Pennant Capital Management
New Jersey
$211M +$248M +8,028,569 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M +$176M +5,703,600 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$105M +$123M +3,993,465 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$102M +$119M +3,868,197 New
SFM
5
Systematic Financial Management
New Jersey
$97.4M +$114M +3,704,846 New
State Street
6
State Street
Massachusetts
$90.1M +$106M +3,425,926 New
Lazard Asset Management
7
Lazard Asset Management
New York
$87.8M +$103M +3,336,931 New
TG
8
TCW Group
California
$87M +$102M +3,307,086 New
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$82.5M +$96.9M +3,136,754 New
BIT
10
BlackRock Institutional Trust
California
$78.9M +$92.6M +2,999,010 New
BFA
11
BlackRock Fund Advisors
California
$74.4M +$87.3M +2,828,102 New
TCIM
12
TIAA CREF Investment Management
New York
$68.9M +$80.9M +2,620,051 New
Invesco
13
Invesco
Georgia
$68.5M +$80.4M +2,604,391 New
RI
14
Relational Investors
California
$65.8M +$77.2M +2,500,200 New
MCM
15
Munder Capital Management
Michigan
$59.1M +$69.4M +2,248,646 New
AM
16
Appaloosa Management
Florida
$57.2M +$67.1M +2,173,825 New
Ameriprise
17
Ameriprise
Minnesota
$49.9M +$58.6M +1,898,142 New
PP
18
Prudential plc
United Kingdom
$46.9M +$55M +1,781,800 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$44.5M +$52.3M +1,692,881 New
EAM
20
Eagle Asset Management
Florida
$41.7M +$49M +1,586,820 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$41.1M +$48.3M +1,562,818 New
Jennison Associates
22
Jennison Associates
New York
$38.3M +$45M +1,456,993 New
RFC
23
Russell Frank Company
Washington
$37M +$43.5M +1,408,910 New
MPMG
24
Minneapolis Portfolio Management Group
Minnesota
$32.8M +$38.5M +1,246,752 New
SCM
25
Snow Capital Management
Pennsylvania
$31M +$36.4M +1,178,520 New
1
2 3 4 5

TEX Hedge Fund Activity: Q2 2013 in Review

270 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2013, worth a combined $2.73B.

Buyers outnumbered sellers: 270 funds opened new TEX positions and 0 closed out — a net gain of 270 holders — while 0 added to existing stakes and 0 trimmed.

  • 270 institutional investors held Terex (TEX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.73B of Terex stock for Q2 2013.
  • 270 funds opened new Terex positions in Q2 2013 and 0 closed out, a net change of +270 holders.

Based on aggregated 13F filings for Q2 2013.