Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Terex Corp New (TEX)

461 + Investors. Track Smart Money conviction in TEX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +111
Streak
3Q ▲
Buyers last Q
75%

Smart Money Signals — TEX

Based on 465 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
465 hedge funds hold TEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+135 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 75% buying

355 buying120 selling
Last quarter: 355 funds were net buyers (160 opened a brand new position + 195 added to an existing one). Only 120 were sellers (71 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+91 vs last Q)

new funds entering per quarter
Funds opening a new TEX position: 45 → 41 → 69 → 160. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 15% medium ■ 27% new
270 out of 465 hedge funds have held TEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

46 → 45 → 41 → 69 → 160 new funds/Q
New funds entering each quarter: 45 → 41 → 69 → 160. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 28% newcomers

■ 65% veterans ■ 7% 1-2yr ■ 28% new
Entry-cohort mix of 478 holders: 310 (65%) are 2+ year veterans, 34 entered 1–2 years ago, and 134 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
57 of 463 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TEX

In 2026 Q1, 355 hedge funds were net buyers of TEX (160 opened a new position, 195 added to an existing one), while 120 reduced or exited (71 trimmed, 49 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in TEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +111 funds (more new holders than closures). Total institutional holders: 465.

Hedge Fund Ownership: TEX

How many hedge funds hold TEX — quarterly history vs. share price
Quarterly hedge fund ownership of TEX vs. share price

Market Analysis: TEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TEX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Terex Corp New (TEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TEX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
TEX
+12.7%
XLI
+10.5%

TEX outperformed XLI by +2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TEX
+10.8%
XLI
+4.2%

Since the filing became public, TEX outperformed XLI by +6.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 3 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: TEX
461 + Investors

Track Smart Money conviction in TEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 461 354 30.23%
13F Shares 111M 73M 52.55%
Total Value $6.40B $3.85B 66.27%
New Positions 158 69 +89
Increased Positions 191 113 +78
Closed Positions 51 42 +9
Reduced Positions 67 122 -55
Total Calls 7 8 -12.5%
Total Puts 8 7 14.29%
PUT/CALL Ratio 1.14 0.88 Neutral

Statistics: TEX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

461 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Minneapolis Portfolio Management Group, LLC 4.06% 646,798 $38.2M
2 Gallo Partners, LP 3.26% 28,865 $1.7M
3 Drum Hill Capital, LLC 2.64% 48,666 $2.9M
4 Ballast Asset Management, LP 2.24% 85,144 $5.0M
5 Curated Wealth Partners LLC 1.69% 226,922 $13.4M
6 Mork Capital Management, LLC 1.47% 35,000 $2.1M
7 Speece Thorson Capital Group Inc 1.46% 108,700 $6.4M
8 SMA Capital LLC 1.33% 52,101 $3.1M
9 Hanseatic Management Services Inc 1.03% 18,268 $1.1M
10 Nautilus Advisors LLC 0.99% 24,522 $1.4M
11 Cascade Investment Advisors, Inc. 0.97% 27,835 $1.6M
12 Phocas Financial Corp. 0.92% 99,654 $5.9M
13 Moody Aldrich Partners LLC 0.86% 80,253 $4.7M
14 Bragg Financial Advisors, Inc 0.80% 430,540 $25.4M
15 Tema Etfs LLC 0.79% 198,969 $11.8M
16 Secured Retirement Advisors, LLC 0.74% 22,118 $1.3M
17 Kennedy Capital Management LLC 0.72% 577,450 $34.1M
18 Wolf Hill Capital Management, LP 0.57% 100,000 $5.9M
19 Cambria Investment Management, L.P. 0.54% 163,364 $9.7M
20 Fagan Associates, INC. 0.52% 63,540 $3.8M
21 Penn Capital Management Company, LLC 0.51% 112,291 $6.6M
22 Next Century Growth Investors LLC 0.47% 109,002 $6.4M
23 Freestone Grove Partners LP 0.44% 1,060,317 $62.7M
24 Corient IA LLC 0.44% 7,915 $468K
25 Barnett & Company, Inc. 0.43% 9,450 $558K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Terex Corp New (TEX)

What does the Smart Money Trend signal show for TEX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TEX?

More buyers than sellers — 75% buying: Last quarter: 355 funds were net buyers (160 opened a brand new position + 195 added to an existing one). Only 120 were sellers (71 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TEX holders?

Elite ownership — 56% AUM from top-100 funds: 57 of 463 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TEX?

58% of holders stayed for 2+ years: 270 out of 465 hedge funds have held TEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Terex Corp New (TEX) following the 2026 Q1 hedge fund 13F filings?

As of today, TEX has moved +10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), TEX has gained +12.7% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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