Terex
243 hedge funds and large institutions have $1.88B invested in Terex in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 36 closing their positions.
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
13% more capital invested
Capital invested by funds: $1.67B → $1.88B (+$210M)
1% more funds holding
Funds holding: 241 → 243 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 79
1.74% less ownership
Funds ownership: 90.12% → 88.38% (-1.7%)
11% less call options, than puts
Call options by funds: $6.47M | Put options by funds: $7.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$41.7M |
| 2 |
Pzena Investment Management
New York
|
+$24.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$22.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.6M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.4M |
| 2 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$33.8M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$26M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$21.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$12.9M |
TEX Hedge Fund Activity: Q4 2019 in Review
243 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2019, worth a combined $1.88B — up 13% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new TEX positions and 36 closed out — a net gain of 9 holders — while 77 added to existing stakes and 79 trimmed.
The largest buyer was Nuveen, adding an estimated $41.7M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.
- 243 institutional investors held Terex (TEX) as of Q4 2019, up from 241 in Q3 2019.
- Funds reported $1.88B of Terex stock for Q4 2019, up 13% quarter-over-quarter.
- 45 funds opened new Terex positions in Q4 2019 and 36 closed out, a net change of +9 holders.
- The largest Terex buyer in Q4 2019 was Nuveen, an estimated $41.7M added.
- The largest Terex seller in Q4 2019 was Morgan Stanley, an estimated $36.4M sold.
Based on aggregated 13F filings for Q4 2019.