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261 hedge funds and large institutions have $1.64B invested in Terex in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $5.5M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.94% less ownership

Funds ownership: 87.26%86.32% (-0.94%)

7% less funds holding

Funds holding: 280261 (-19)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

25% less capital invested

Capital invested by funds: $2.17B → $1.64B (-$538M)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
261
Holders Change
-19
Holders Change %
-6.79%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
82
Reduced
100
Closed
53
Calls
$6.16M
Puts
$5.5M
Net Calls
+$655K
Net Calls Change
+$770K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$248M +$22.6M +679,143 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M -$3.31M -99,398 -1%
Pzena Investment Management
3
Pzena Investment Management
New York
$122M +$35.3M +1,060,041 +31%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$79.3M +$4.37M +131,132 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$69.5M -$21.4M -643,957 -20%
Fisher Asset Management
6
Fisher Asset Management
Washington
$62.4M +$2.21M +66,373 +3%
State Street
7
State Street
Massachusetts
$59.7M -$1.48M -44,577 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$48.1M +$17.9M +538,086 +44%
Goldman Sachs
9
Goldman Sachs
New York
$40.3M +$8.71M +261,712 +22%
JP Morgan Chase
10
JP Morgan Chase
New York
$33.2M +$3.29M +98,940 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.6M -$12.1K -362 -0%
AllianceBernstein
12
AllianceBernstein
Tennessee
$32.2M -$5.98M -179,557 -13%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$29.7M +$36.2M +1,086,686 New
Northern Trust
14
Northern Trust
Illinois
$28.9M -$1.28M -38,511 -4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$27.5M +$6.02M +180,712 +21%
N
16
Nuveen
North Carolina
$24.2M -$7.57M -227,356 -20%
Charles Schwab
17
Charles Schwab
California
$23.9M +$511K +15,361 +2%
GKIM
18
GW&K Investment Management
Massachusetts
$23.5M +$173K +5,194 +0.6%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$21.8M +$5.3M +159,139 +25%
Bank of America
20
Bank of America
North Carolina
$21.5M +$11.6M +347,372 +79%
Federated Hermes
21
Federated Hermes
Pennsylvania
$18.2M +$18.9M +566,507 +580%
Citadel Advisors
22
Citadel Advisors
Florida
$18.1M -$12.1M -363,646 -35%
Morgan Stanley
23
Morgan Stanley
New York
$17.8M +$4.21M +126,490 +24%
MPMG
24
Minneapolis Portfolio Management Group
Minnesota
$16.5M -$332K -9,979 -2%
Norges Bank
25
Norges Bank
Norway
$16M -$9.3M -279,216 -32%

TEX Hedge Fund Activity: Q2 2022 in Review

261 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2022, worth a combined $1.64B — down 25% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TEX and 39 opened new positions — a net loss of 14 holders — while 100 trimmed existing stakes and 82 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $36.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $21.4M.

  • 261 institutional investors held Terex (TEX) as of Q2 2022, down from 280 in Q1 2022.
  • Funds reported $1.64B of Terex stock for Q2 2022, down 25% quarter-over-quarter.
  • 39 funds opened new Terex positions in Q2 2022 and 53 closed out, a net change of -14 holders.
  • The largest Terex buyer in Q2 2022 was William Blair Investment Management, an estimated $36.2M added.
  • The largest Terex seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2022.