Terex
256 hedge funds and large institutions have $1.87B invested in Terex in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 99 reducing their positions, and 79 closing their positions.
25% more call options, than puts
Call options by funds: $4.04M | Put options by funds: $3.24M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11.7% less ownership
Funds ownership: 103.58% → 91.89% (-12%)
14% less funds holding
Funds holding: 296 → 256 (-40)
32% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 99
39% less capital invested
Capital invested by funds: $3.05B → $1.87B (-$1.18B)
48% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$38.6M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$18.8M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$16M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$15.8M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$61M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$35.5M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$31.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$24.6M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$19.8M |
TEX Hedge Fund Activity: Q4 2018 in Review
256 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2018, worth a combined $1.87B — down 39% from $3.05B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of TEX and 41 opened new positions — a net loss of 38 holders — while 99 trimmed existing stakes and 67 added.
The largest buyer was LSV Asset Management, adding an estimated $38.6M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $61M sold.
- 256 institutional investors held Terex (TEX) as of Q4 2018, down from 296 in Q3 2018.
- Funds reported $1.87B of Terex stock for Q4 2018, down 39% quarter-over-quarter.
- 41 funds opened new Terex positions in Q4 2018 and 79 closed out, a net change of -38 holders.
- The largest Terex buyer in Q4 2018 was LSV Asset Management, an estimated $38.6M added.
- The largest Terex seller in Q4 2018 was Jupiter Investment Management, an estimated $61M sold.
Based on aggregated 13F filings for Q4 2018.