Ternium
139 hedge funds and large institutions have $575M invested in Ternium in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 28 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
17% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $11.7M
4% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 46
0.07% less ownership
Funds ownership: 1.14% → 1.07% (-0.07%)
5% less funds holding
Funds holding: 147 → 139 (-8)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
29% less capital invested
Capital invested by funds: $807M → $575M (-$233M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Oldfield Partners
London,
United Kingdom
|
+$18.9M |
| 2 |
HI
Helikon Investments
London,
United Kingdom
|
+$10.6M |
| 3 |
Lazard Asset Management
New York
|
+$9.7M |
| 4 |
Renaissance Technologies
New York
|
+$8.59M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$49.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$24.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$18.4M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$11.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCS
151
Personal CFO Solutions
Chester,
New Jersey
| – | -$276K | -7,652 | Closed |
|
|
TC
152
TownSquare Capital
Provo,
Utah
| – | -$263K | -7,274 | Closed |
|
|
SA
153
Shilanski & Associates
Anchorage,
Alaska
| – | -$246K | -6,814 | Closed |
|
154
Northern Trust
Chicago,
Illinois
| – | -$202K | -5,587 | Closed |
|
|
LSA
155
Leonteq Securities AG
Zurich,
Switzerland
| – | -$51.2K | -1,420 | Closed |
|
|
EWA
156
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$50K | -1,390 | Closed |
|
157
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$36K | -1,000 | Closed |
|
|
CA
158
CoreCap Advisors
Southfield,
Michigan
| – | -$17K | -481 | Closed |
|
|
GI
159
Gradient Investments
Arden Hills,
Minnesota
| – | -$9K | -248 | Closed |
|
160
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$7K | -198 | Closed |
|
161
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$5K | -150 | Closed |
|
|
GWM
162
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -100 | Closed |
|
|
PFGIA
163
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$4K | -100 | Closed |
|
TX Hedge Fund Activity: Q3 2022 in Review
139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q3 2022, worth a combined $575M — down 29% from $807M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of TX and 23 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 48 added.
The largest buyer was Oldfield Partners, opening a new position worth an estimated $18.9M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $49.9M sold.
- 139 institutional investors held Ternium (TX) as of Q3 2022, down from 147 in Q2 2022.
- Funds reported $575M of Ternium stock for Q3 2022, down 29% quarter-over-quarter.
- 23 funds opened new Ternium positions in Q3 2022 and 28 closed out, a net change of -5 holders.
- The largest Ternium buyer in Q3 2022 was Oldfield Partners, an estimated $18.9M added.
- The largest Ternium seller in Q3 2022 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $49.9M sold.
Based on aggregated 13F filings for Q3 2022.