Terex
283 hedge funds and large institutions have $2.63B invested in Terex in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 38 closing their positions.
18% more call options, than puts
Call options by funds: $5.11M | Put options by funds: $4.32M
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
4% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 98
3% more capital invested
Capital invested by funds: $2.54B → $2.63B (+$87.7M)
1% more funds holding
Funds holding: 281 → 283 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.47% less ownership
Funds ownership: 86.14% → 85.67% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$22M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$21.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$19.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$81M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$22M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$6.84M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.62M |
TEX Hedge Fund Activity: Q4 2021 in Review
283 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2021, worth a combined $2.63B — up 3.5% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new TEX positions and 38 closed out — a net gain of 4 holders — while 102 added to existing stakes and 98 trimmed.
The largest buyer was BlackRock, adding an estimated $22M. The largest seller was Nuveen, cutting an estimated $81M.
- 283 institutional investors held Terex (TEX) as of Q4 2021, up from 281 in Q3 2021.
- Funds reported $2.63B of Terex stock for Q4 2021, up 3.5% quarter-over-quarter.
- 42 funds opened new Terex positions in Q4 2021 and 38 closed out, a net change of +4 holders.
- The largest Terex buyer in Q4 2021 was BlackRock, an estimated $22M added.
- The largest Terex seller in Q4 2021 was Nuveen, an estimated $81M sold.
Based on aggregated 13F filings for Q4 2021.