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142 hedge funds and large institutions have $657M invested in Ternium in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $575M → $657M (+$82.2M)

11% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $11.3M

2% more funds holding

Funds holding: 139142 (+3)

0.02% more ownership

Funds ownership: 1.07%1.09% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

39% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 59

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
24
Increased
36
Reduced
59
Closed
20
Calls
$12.6M
Puts
$11.3M
Net Calls
+$1.25M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$4.34K
TAM
127
Tucker Asset Management
Colorado
$4.17K
PTC
128
Private Trust Company
Ohio
$4K
SPIA
129
Steward Partners Investment Advisory
New York
$3.88K -$448 -15 -11%
IGWM
130
ICA Group Wealth Management
Colorado
$3.06K +$2.99K +100 New
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$2.44K +$2.39K +80 New
CA
132
CoreCap Advisors
Michigan
$2.35K +$2.3K +77 New
EBA
133
Eagle Bay Advisors
New York
$1.71K +$658 +22 +65%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.16K +$1.14K +38 New
GRP
135
Global Retirement Partners
California
$1.07K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$1K
HCP
137
Hexagon Capital Partners
Arkansas
$978
FCA
138
Fortis Capital Advisors
Kansas
$978 +$957 +32 New
Barclays
139
Barclays
United Kingdom
$795
KFI
140
Key Financial Inc
Pennsylvania
$274
Fidelity Investments
141
Fidelity Investments
Massachusetts
$244 +$239 +8 New
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
-$8.14M -297,298 Closed
Allianz Asset Management
143
Allianz Asset Management
Germany
-$3.29M -120,000 Closed
Geode Capital Management
144
Geode Capital Management
Massachusetts
-$3.04M -111,202 Closed
CGA
145
Channing Global Advisors
Florida
-$1.41M -51,331 Closed
ECM
146
ExodusPoint Capital Management
New York
-$929K -33,926 Closed
Voloridge Investment Management
147
Voloridge Investment Management
Florida
-$800K -29,205 Closed
HighTower Advisors
148
HighTower Advisors
Illinois
-$513K -18,857 Closed
AA
149
ALPS Advisors
Colorado
-$487K -17,789 Closed
State Street
150
State Street
Massachusetts
-$417K -15,231 Closed

TX Hedge Fund Activity: Q4 2022 in Review

142 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q4 2022, worth a combined $657M — up 14% from $575M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TX positions and 20 closed out — a net gain of 4 holders — while 36 added to existing stakes and 59 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $24.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $8.14M sold.

  • 142 institutional investors held Ternium (TX) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $657M of Ternium stock for Q4 2022, up 14% quarter-over-quarter.
  • 24 funds opened new Ternium positions in Q4 2022 and 20 closed out, a net change of +4 holders.
  • The largest Ternium buyer in Q4 2022 was Lazard Asset Management, an estimated $24.7M added.
  • The largest Ternium seller in Q4 2022 was Balyasny Asset Management, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.