We are live on ! Find out more
TEX icon

Terex
TEX

252 hedge funds and large institutions have $1.65B invested in Terex in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 80.01% → 82.22% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

7% more call options, than puts

Call options by funds: $26M | Put options by funds: $24.3M

3% more capital invested

Capital invested by funds: $1.6B → $1.65B (+$43.9M)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 257 → 252 (-5)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
88
Reduced
81
Closed
38
Calls
$26M
Puts
$24.3M
Net Calls
+$1.66M
Net Calls Change
-$14M

Top Buyers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
+$44.9M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$29.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.3M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$9.79M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$30M
2
AM
Appaloosa Management
Florida
-$29.7M
3
TAL
TIG Advisors LLC
New York
-$13.6M
4
Barclays
Barclays
United Kingdom
-$11.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M

TEX Hedge Fund Activity: Q4 2015 in Review

252 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2015, worth a combined $1.65B — up 2.7% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of TEX and 35 opened new positions — a net loss of 3 holders — while 81 trimmed existing stakes and 88 added.

The largest buyer was TIAA CREF Investment Management, adding an estimated $44.9M. The largest seller was Millennium Management, cutting an estimated $30M.

  • 252 institutional investors held Terex (TEX) as of Q4 2015, down from 257 in Q3 2015.
  • Funds reported $1.65B of Terex stock for Q4 2015, up 2.7% quarter-over-quarter.
  • 35 funds opened new Terex positions in Q4 2015 and 38 closed out, a net change of -3 holders.
  • The largest Terex buyer in Q4 2015 was TIAA CREF Investment Management, an estimated $44.9M added.
  • The largest Terex seller in Q4 2015 was Millennium Management, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2015.