Terex
274 hedge funds and large institutions have $1.77B invested in Terex in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 26 closing their positions.
93% more call options, than puts
Call options by funds: $9.65M | Put options by funds: $4.99M
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
8% more capital invested
Capital invested by funds: $1.64B → $1.77B (+$136M)
5% more funds holding
Funds holding: 261 → 274 (+13)
1.54% more ownership
Funds ownership: 86.32% → 87.86% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14M |
| 3 |
BlackRock
New York
|
+$11.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.2M |
| 5 |
ClearBridge Investments
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$12.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.85M |
TEX Hedge Fund Activity: Q3 2022 in Review
274 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2022, worth a combined $1.77B — up 8.3% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TEX positions and 26 closed out — a net gain of 14 holders — while 90 added to existing stakes and 109 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.
- 274 institutional investors held Terex (TEX) as of Q3 2022, up from 261 in Q2 2022.
- Funds reported $1.77B of Terex stock for Q3 2022, up 8.3% quarter-over-quarter.
- 40 funds opened new Terex positions in Q3 2022 and 26 closed out, a net change of +14 holders.
- The largest Terex buyer in Q3 2022 was Fidelity Investments, an estimated $28.1M added.
- The largest Terex seller in Q3 2022 was JP Morgan Chase, an estimated $23.7M sold.
Based on aggregated 13F filings for Q3 2022.