Terex
TEX
350 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 75 closing their positions.
2.12% more ownership
Funds ownership: 95.19% → 97.3% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 125
8% less funds holding
Funds holding: 382 → 350 (-32)
11% less capital invested
Capital invested by funds: $3.37B → $3B (-$364M)
35% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 75
38% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $27.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$66.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.4M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$54.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$27M |
| 2 |
AIM
Atlantic Investment Management
New York
|
-$24.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$22.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$19.2M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
-$12.4M |
TEX Hedge Fund Activity: Q4 2024 in Review
350 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2024, worth a combined $3B — down 11% from $3.37B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of TEX and 49 opened new positions — a net loss of 26 holders — while 125 trimmed existing stakes and 119 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $66.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $27M sold.
- 350 institutional investors held Terex (TEX) as of Q4 2024, down from 382 in Q3 2024.
- Funds reported $3B of Terex stock for Q4 2024, down 11% quarter-over-quarter.
- 49 funds opened new Terex positions in Q4 2024 and 75 closed out, a net change of -26 holders.
- The largest Terex buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $66.7M added.
- The largest Terex seller in Q4 2024 was William Blair Investment Management, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2024.