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153 hedge funds and large institutions have $1.26B invested in Ternium in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

92% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.2M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $1.14B → $1.26B (+$116M)

10% more funds holding

Funds holding: 139153 (+14)

0% less ownership

Funds ownership: 1.8%1.79% (-0%)

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
32
Increased
48
Reduced
50
Closed
16
Calls
$4.23M
Puts
$2.2M
Net Calls
+$2.03M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$207M -$15.2M -405,906 -6%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$83.2M -$30.9M -824,990 -26%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.5M +$5.17M +138,303 +7%
CCM
4
Contrarian Capital Management
Connecticut
$75.1M -$1.38M -36,915 -2%
OP
5
Oldfield Partners
United Kingdom
$57.2M -$9.03M -241,527 -13%
Franklin Resources
6
Franklin Resources
California
$54.6M -$976K -26,100 -2%
Boston Partners
7
Boston Partners
Massachusetts
$42.6M -$21.8M -581,619 -32%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$37.1M -$3.41M -91,296 -8%
TI
9
TT International
United Kingdom
$34.3M +$4.5M +120,288 +14%
WGI
10
Westwood Global Investments
Massachusetts
$34.1M
CG
11
Compass Group
New York
$33.4M +$20.2M +541,267 +129%
Lazard Asset Management
12
Lazard Asset Management
New York
$31.3M +$2.65M +70,969 +9%
Goldman Sachs
13
Goldman Sachs
New York
$24.1M -$427K -11,409 -2%
Wells Fargo
14
Wells Fargo
California
$21.5M +$563K +15,057 +3%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$20.7M +$11.2M +298,765 +100%
Millennium Management
16
Millennium Management
New York
$20.2M +$15.5M +413,143 +247%
AAMU
17
Amundi Asset Management US
Massachusetts
$15.7M +$3.65M +97,621 +28%
SC
18
Sagil Capital
United Kingdom
$15M
NONA
19
Ninety One North America
New York
$13.7M -$580K -15,496 -4%
Deutsche Bank
20
Deutsche Bank
Germany
$13.5M +$4.33M +115,682 +43%
NO
21
Ninety One
South Africa
$13.4M +$14.4M +386,045 New
SGA
22
Strategic Global Advisors
California
$13.3M
JP Morgan Chase
23
JP Morgan Chase
New York
$12.7M +$4.35M +116,361 +47%
VanEck Associates
24
VanEck Associates
New York
$12.4M -$3.55M -94,916 -21%
Allianz Asset Management
25
Allianz Asset Management
Germany
$12.3M +$158K +4,216 +1%

TX Hedge Fund Activity: Q2 2018 in Review

153 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Ternium (TX) for Q2 2018, worth a combined $1.26B — up 10% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TX positions and 16 closed out — a net gain of 16 holders — while 48 added to existing stakes and 50 trimmed.

The largest buyer was Compass Group, adding an estimated $20.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.9M.

  • 153 institutional investors held Ternium (TX) as of Q2 2018, up from 139 in Q1 2018.
  • Funds reported $1.26B of Ternium stock for Q2 2018, up 10% quarter-over-quarter.
  • 32 funds opened new Ternium positions in Q2 2018 and 16 closed out, a net change of +16 holders.
  • The largest Ternium buyer in Q2 2018 was Compass Group, an estimated $20.2M added.
  • The largest Ternium seller in Q2 2018 was Schroder Investment Management Group, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2018.