Terex
372 hedge funds and large institutions have $3.62B invested in Terex in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 53 closing their positions.
110% more capital inflows, than outflows
Capital inflows: $494M | Capital outflows: $235M
24% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 123
5.88% more ownership
Funds ownership: 92.16% → 98.04% (+5.9%)
4% less funds holding
Funds holding: 389 → 372 (-17)
23% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 53
49% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $20.1M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$199M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$18M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$16.9M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$16.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jupiter Asset Management
London,
United Kingdom
|
-$40.7M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$25.2M |
| 3 |
GW&K Investment Management
Boston,
Massachusetts
|
-$23.3M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$15.3M |
| 5 |
American International Group
New York
|
-$7.79M |
TEX Hedge Fund Activity: Q2 2024 in Review
372 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2024, worth a combined $3.62B — down 8.9% from $3.97B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of TEX and 41 opened new positions — a net loss of 12 holders — while 123 trimmed existing stakes and 153 added.
The largest buyer was Fidelity Investments, adding an estimated $199M. The largest seller was Jupiter Asset Management, cutting an estimated $40.7M.
- 372 institutional investors held Terex (TEX) as of Q2 2024, down from 389 in Q1 2024.
- Funds reported $3.62B of Terex stock for Q2 2024, down 8.9% quarter-over-quarter.
- 41 funds opened new Terex positions in Q2 2024 and 53 closed out, a net change of -12 holders.
- The largest Terex buyer in Q2 2024 was Fidelity Investments, an estimated $199M added.
- The largest Terex seller in Q2 2024 was Jupiter Asset Management, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2024.