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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
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$168M -$13.9M -354,786 -8%
Lazard Asset Management
2
Lazard Asset Management
New York
$130M -$20.8M -530,243 -14%
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$56M +$679K +17,281 +1%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$53.6M +$50.1M +1,274,261 +5,224%
CCM
5
Contrarian Capital Management
Connecticut
$44.7M +$6.04M +153,669 +17%
CAAM
6
Cape Ann Asset Management
United Kingdom
$43.7M +$4.16M +105,900 +11%
PP
7
Prudential plc
United Kingdom
$39.1M -$829K -21,089 -2%
Morgan Stanley
8
Morgan Stanley
New York
$27.5M +$13.1M +333,900 +100%
TC
9
Towle & Co
Colorado
$23.1M +$21M +535,290 +2,185%
OP
10
Oldfield Partners
United Kingdom
$23M -$1.14M -29,000 -5%
NONA
11
Ninety One North America
New York
$22M +$1.75M +44,401 +9%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$21.2M +$716K +18,230 +4%
Victory Capital Management
13
Victory Capital Management
Texas
$20.2M +$18.5M +470,401 +2,454%
OCM
14
Oaktree Capital Management
California
$20.2M +$769K +19,578 +4%
Amundi
15
Amundi
France
$18.8M +$266K +6,774 +1%
TIAM
16
TT International Asset Management
United Kingdom
$18.4M -$13.6M -345,351 -44%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$16.2M +$43.8K +1,114 +0.3%
Goldman Sachs
18
Goldman Sachs
New York
$13.5M +$9.74M +247,871 +310%
Millennium Management
19
Millennium Management
New York
$11.5M +$4.34M +110,453 +66%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.97M -$2.45M -62,442 -21%
Marshall Wace
21
Marshall Wace
United Kingdom
$8.56M +$220K +5,606 +3%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$8.37M +$3.73M +95,000 +88%
CGH
23
Crossmark Global Holdings
Texas
$7.46M +$307K +7,822 +5%
SEI Investments
24
SEI Investments
Pennsylvania
$7.38M -$643K -16,363 -8%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.36M +$1.87M +47,631 +36%

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.