Terex
277 hedge funds and large institutions have $2.11B invested in Terex in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 74 increasing their positions, 100 reducing their positions, and 37 closing their positions.
59% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 37
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 256 → 277 (+21)
1.41% more ownership
Funds ownership: 91.89% → 93.3% (+1.4%)
5% more call options, than puts
Call options by funds: $7.14M | Put options by funds: $6.78M
25% less capital inflows, than outflows
Capital inflows: $186M | Capital outflows: $248M
26% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$15M |
| 3 |
Element Capital Management
New York
|
+$14.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$8.58M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA CREF Investment Management
New York
|
-$69.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$21M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$17.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$17M |
TEX Hedge Fund Activity: Q1 2019 in Review
277 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2019, worth a combined $2.11B — up 13% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new TEX positions and 37 closed out — a net gain of 22 holders — while 74 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was TIAA CREF Investment Management, cutting an estimated $69.8M.
- 277 institutional investors held Terex (TEX) as of Q1 2019, up from 256 in Q4 2018.
- Funds reported $2.11B of Terex stock for Q1 2019, up 13% quarter-over-quarter.
- 59 funds opened new Terex positions in Q1 2019 and 37 closed out, a net change of +22 holders.
- The largest Terex buyer in Q1 2019 was Morgan Stanley, an estimated $33.4M added.
- The largest Terex seller in Q1 2019 was TIAA CREF Investment Management, an estimated $69.8M sold.
Based on aggregated 13F filings for Q1 2019.