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157 hedge funds and large institutions have $1.44B invested in Ternium in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

33% more capital invested

Capital invested by funds: $1.08B → $1.44B (+$362M)

22% more funds holding

Funds holding: 129157 (+28)

0.01% more ownership

Funds ownership: 1.9%1.91% (+0.01%)

21% less call options, than puts

Call options by funds: $7.76M | Put options by funds: $9.78M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
53
Increased
52
Reduced
38
Closed
25
Calls
$7.76M
Puts
$9.78M
Net Calls
-$2.02M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Csenge Advisory Group
Florida
$242K +$202K +6,264 New
EGM
127
Engineers Gate Manager
New York
$236K +$196K +6,080 New
CWM
128
Cadence Wealth Management
Massachusetts
$231K +$192K +5,954 New
AIC
129
Ameritas Investment Company
Nebraska
$228K +$189K +5,864 New
TRCT
130
Tower Research Capital (TRC)
New York
$223K -$181K -5,613 -49%
QSS
131
Quantitative Systematic Strategies
Florida
$204K +$169K +5,254 New
SA
132
Shilanski & Associates
Alaska
$202K +$168K +5,207 New
Legal & General Group
133
Legal & General Group
United Kingdom
$87K -$35.1K -1,090 -33%
SPIA
134
Steward Partners Investment Advisory
New York
$52.4K +$43.5K +1,350 New
FPS
135
Fieldpoint Private Securities
Connecticut
$41K
WP
136
WealthShield Partners
North Carolina
$36K +$29.8K +925 New
EVM
137
Eaton Vance Management
Massachusetts
$32K +$26.8K +832 New
AWA
138
Arkadios Wealth Advisors
Georgia
$31K +$25.9K +804 New
MSFP
139
Mark Sheptoff Financial Planning
Connecticut
$27K +$22.5K +700 New
US Bancorp
140
US Bancorp
Minnesota
$19K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$19K +$16.1K +500 New
SWM
142
Spire Wealth Management
Virginia
$18K +$15.7K +487 New
MWP
143
Meridian Wealth Partners
Pennsylvania
$15K +$12.6K +390 New
AWM
144
Accel Wealth Management
Iowa
$12K
VRM
145
Vectors Research Management
New York
$8K +$6.28K +195 New
HI
146
Harbour Investments
Wisconsin
$6K +$4.89K +152 New
DWA
147
Dorsey Wright & Associates
California
$5.29K +$4.38M +136,128 New
CFA
148
Carroll Financial Associates
North Carolina
$4K -$837 -26 -20%
SSB
149
Sandy Spring Bank
Maryland
$4K +$3.22K +100 New
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$773 +24 +47%

TX Hedge Fund Activity: Q1 2021 in Review

157 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q1 2021, worth a combined $1.44B — up 33% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TX positions and 25 closed out — a net gain of 28 holders — while 52 added to existing stakes and 38 trimmed.

The largest buyer was Oldfield Partners, opening a new position worth an estimated $42M. The largest seller was Lazard Asset Management, cutting an estimated $61.8M.

  • 157 institutional investors held Ternium (TX) as of Q1 2021, up from 129 in Q4 2020.
  • Funds reported $1.44B of Ternium stock for Q1 2021, up 33% quarter-over-quarter.
  • 53 funds opened new Ternium positions in Q1 2021 and 25 closed out, a net change of +28 holders.
  • The largest Ternium buyer in Q1 2021 was Oldfield Partners, an estimated $42M added.
  • The largest Ternium seller in Q1 2021 was Lazard Asset Management, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2021.