Terex
381 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 46 closing their positions.
76% more call options, than puts
Call options by funds: $36.8M | Put options by funds: $20.9M
50% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 46
25% more capital invested
Capital invested by funds: $3.04B → $3.81B (+$769M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 358 → 381 (+23)
0.55% more ownership
Funds ownership: 93.4% → 93.95% (+0.55%)
15% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
+$36.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$29.2M |
| 4 |
AIM
Atlantic Investment Management
New York
|
+$16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$40.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.2M |
| 3 |
Bank of New York Mellon
New York
|
-$21M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.4M |
TEX Hedge Fund Activity: Q2 2023 in Review
381 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2023, worth a combined $3.81B — up 25% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new TEX positions and 46 closed out — a net gain of 23 holders — while 123 added to existing stakes and 145 trimmed.
The largest buyer was Greenhaven Associates, opening a new position worth an estimated $36.7M. The largest seller was Pzena Investment Management, cutting an estimated $40.7M.
- 381 institutional investors held Terex (TEX) as of Q2 2023, up from 358 in Q1 2023.
- Funds reported $3.81B of Terex stock for Q2 2023, up 25% quarter-over-quarter.
- 69 funds opened new Terex positions in Q2 2023 and 46 closed out, a net change of +23 holders.
- The largest Terex buyer in Q2 2023 was Greenhaven Associates, an estimated $36.7M added.
- The largest Terex seller in Q2 2023 was Pzena Investment Management, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2023.