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147 hedge funds and large institutions have $961M invested in Ternium in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $8.91M

46% more capital invested

Capital invested by funds: $657M → $961M (+$304M)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

4% more funds holding

Funds holding: 142147 (+5)

0.11% more ownership

Funds ownership: 1.09%1.2% (+0.11%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
45
Reduced
52
Closed
22
Calls
$20.9M
Puts
$8.91M
Net Calls
+$12M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$22.4K
BIA
127
Bell Investment Advisors
California
$19.1K +$2.24K +57 +14%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$16K -$2.71K -69 -15%
AWM
129
Accel Wealth Management
Iowa
$12.4K
AA
130
AlphaMark Advisors
Kentucky
$11K +$10.5K +267 New
AWM
131
Activest Wealth Management
Florida
$10.5K +$10K +255 New
AF
132
Advisornet Financial
Minnesota
$9.78K -$707 -18 -7%
TFP
133
Tilia Fiduciary Partners
North Carolina
$9.78K +$9.31K +237 New
ACM
134
Aquatic Capital Management
Illinois
$8K -$491K -12,500 -98%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.72K +$6.09K +155 +1,938%
LFG
136
Larson Financial Group
Missouri
$5.86K
TAM
137
Tucker Asset Management
Colorado
$5.57K
IGWM
138
ICA Group Wealth Management
Colorado
$4.13K
FGAM
139
Financial Gravity Asset Management
Texas
$4.05K +$1.61K +41 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$2K
EBA
141
Eagle Bay Advisors
New York
$1.98K -$314 -8 -14%
HCP
142
Hexagon Capital Partners
Arkansas
$1.32K
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$1.24K -$314 -8 -21%
GRP
144
Global Retirement Partners
California
$1.14K -$275 -7 -20%
Barclays
145
Barclays
United Kingdom
$1.07K
KFI
146
Key Financial Inc
Pennsylvania
$413
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$305 -$6.64K -169 -2%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
-$4.34M -141,885 Closed
HI
149
Helikon Investments
United Kingdom
-$2.12M -69,358 Closed
CW
150
Connectus Wealth
Ohio
-$1.73M -56,609 Closed

TX Hedge Fund Activity: Q1 2023 in Review

147 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q1 2023, worth a combined $961M — up 46% from $657M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TX positions and 22 closed out — a net gain of 6 holders — while 45 added to existing stakes and 52 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $50.1M. The largest seller was Lazard Asset Management, cutting an estimated $20.8M.

  • 147 institutional investors held Ternium (TX) as of Q1 2023, up from 142 in Q4 2022.
  • Funds reported $961M of Ternium stock for Q1 2023, up 46% quarter-over-quarter.
  • 28 funds opened new Ternium positions in Q1 2023 and 22 closed out, a net change of +6 holders.
  • The largest Ternium buyer in Q1 2023 was Schroder Investment Management Group, an estimated $50.1M added.
  • The largest Ternium seller in Q1 2023 was Lazard Asset Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2023.