Terex
277 hedge funds and large institutions have $2.72B invested in Terex in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 90 increasing their positions, 88 reducing their positions, and 22 closing their positions.
395% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $5.9M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
164% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 22
31% more capital invested
Capital invested by funds: $2.07B → $2.72B (+$647M)
14% more funds holding
Funds holding: 242 → 277 (+35)
2% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 88
0.65% less ownership
Funds ownership: 85.72% → 85.07% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$26.6M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$23.8M |
| 3 |
BlackRock
New York
|
+$15.7M |
| 4 |
Millennium Management
New York
|
+$13.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$47.6M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$46.3M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$32.7M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$12.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$11.7M |
TEX Hedge Fund Activity: Q1 2021 in Review
277 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2021, worth a combined $2.72B — up 31% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new TEX positions and 22 closed out — a net gain of 36 holders — while 90 added to existing stakes and 88 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $26.6M. The largest seller was Pzena Investment Management, cutting an estimated $47.6M.
- 277 institutional investors held Terex (TEX) as of Q1 2021, up from 242 in Q4 2020.
- Funds reported $2.72B of Terex stock for Q1 2021, up 31% quarter-over-quarter.
- 58 funds opened new Terex positions in Q1 2021 and 22 closed out, a net change of +36 holders.
- The largest Terex buyer in Q1 2021 was Citadel Advisors, an estimated $26.6M added.
- The largest Terex seller in Q1 2021 was Pzena Investment Management, an estimated $47.6M sold.
Based on aggregated 13F filings for Q1 2021.