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139 hedge funds and large institutions have $1.22B invested in Ternium in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.15M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 43

2% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$23.5M)

0.01% less ownership

Funds ownership: 1.93%1.93% (-0.01%)

1% less funds holding

Funds holding: 140139 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
26
Increased
52
Reduced
43
Closed
27
Calls
$4.18M
Puts
$1.15M
Net Calls
+$3.03M
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$9.88M +$9.37M +312,830 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$9.79M +$692K +23,115 +8%
CS
28
Credit Suisse
Switzerland
$9.66M -$9.59M -320,245 -51%
PPA
29
Parametric Portfolio Associates
Washington
$9.16M +$8.27M +276,191 +1,992%
Allianz Asset Management
30
Allianz Asset Management
Germany
$8.78M +$3.36M +112,127 +68%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$8.27M +$7.83M +261,672 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$8.14M -$4.47M -149,300 -37%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$7.86M -$4.6M -153,624 -38%
JP Morgan Chase
34
JP Morgan Chase
New York
$7.8M -$2.54M -84,850 -26%
DWA
35
Dorsey Wright & Associates
California
$7.55M +$1.92M +64,259 +37%
CG
36
Compass Group
New York
$7M +$6.63M +221,609 New
CGH
37
Crossmark Global Holdings
Texas
$7M +$97.1K +3,243 +1%
CRCP
38
Copper Rock Capital Partners
Massachusetts
$6.88M +$1.59M +53,005 +32%
Bank of America
39
Bank of America
North Carolina
$6.35M -$1.01M -33,629 -14%
State Street
40
State Street
Massachusetts
$6.15M +$880K +29,400 +18%
MIP
41
Marietta Investment Partners
Wisconsin
$5.57M -$169K -5,660 -3%
Goldman Sachs
42
Goldman Sachs
New York
$5.18M -$2.67M -89,298 -35%
Morgan Stanley
43
Morgan Stanley
New York
$5.14M -$6.59M -220,238 -58%
Deutsche Bank
44
Deutsche Bank
Germany
$5.1M -$4.9M -163,554 -50%
MCM
45
McKinley Capital Management
Alaska
$4.83M -$2.58M -86,310 -36%
GC
46
Guggenheim Capital
Illinois
$4.61M +$1.42M +47,280 +48%
Victory Capital Management
47
Victory Capital Management
Texas
$4.49M -$199K -6,662 -4%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$4.14M +$3.92M +131,000 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.07M -$2.34M -78,300 -38%
RGI
50
River Global Investors
United Kingdom
$3.69M +$3.5M +117,000 New

TX Hedge Fund Activity: Q4 2017 in Review

139 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q4 2017, worth a combined $1.22B — up 2% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of TX and 26 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 52 added.

The largest buyer was Contrarian Capital Management, adding an estimated $24.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $23.4M sold.

  • 139 institutional investors held Ternium (TX) as of Q4 2017, down from 140 in Q3 2017.
  • Funds reported $1.22B of Ternium stock for Q4 2017, up 2% quarter-over-quarter.
  • 26 funds opened new Ternium positions in Q4 2017 and 27 closed out, a net change of -1 holder.
  • The largest Ternium buyer in Q4 2017 was Contrarian Capital Management, an estimated $24.9M added.
  • The largest Ternium seller in Q4 2017 was Citadel Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2017.