Terex
251 hedge funds and large institutions have $2B invested in Terex in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 53 closing their positions.
137% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $4.53M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 92
3.94% less ownership
Funds ownership: 93.3% → 89.36% (-3.9%)
5% less capital invested
Capital invested by funds: $2.11B → $2B (-$112M)
9% less funds holding
Funds holding: 277 → 251 (-26)
42% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$88.2M |
| 2 |
BlackRock
New York
|
+$40M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$27.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.7M |
| 5 |
Goldman Sachs
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.7M |
| 2 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$49M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.4M |
| 4 |
ECM
Element Capital Management
New York
|
-$14.3M |
| 5 |
1M
13D Management
New York
|
-$13.8M |
TEX Hedge Fund Activity: Q2 2019 in Review
251 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2019, worth a combined $2B — down 5.3% from $2.11B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of TEX and 31 opened new positions — a net loss of 22 holders — while 92 trimmed existing stakes and 87 added.
The largest buyer was Nuveen, adding an estimated $88.2M. The largest seller was Morgan Stanley, cutting an estimated $67.7M.
- 251 institutional investors held Terex (TEX) as of Q2 2019, down from 277 in Q1 2019.
- Funds reported $2B of Terex stock for Q2 2019, down 5.3% quarter-over-quarter.
- 31 funds opened new Terex positions in Q2 2019 and 53 closed out, a net change of -22 holders.
- The largest Terex buyer in Q2 2019 was Nuveen, an estimated $88.2M added.
- The largest Terex seller in Q2 2019 was Morgan Stanley, an estimated $67.7M sold.
Based on aggregated 13F filings for Q2 2019.