Terex Corp New (TEX) Hedge Fund Ownership (Q2 2026)

Terex Corp New (TEX)

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

Smart Money Signals — TEX

Based on 486 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

486 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 — +49% more funds vs a year ago

fund count last 6Q

+159 new funds entered over the past year (+49% 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 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 52% buying

249 buying234 selling

Last quarter: 249 funds bought or added vs 234 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-75 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 41 → 70 → 161 → 86. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 16% medium ■ 27% new

277 out of 486 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.

💰

Value +31% but shares only +15% — price-driven

Value

+31%

+14%

Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

46 → 41 → 70 → 161 → 86 new funds/Q

New funds entering each quarter: 41 → 70 → 161 → 86. 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 27% newcomers

■ 65% veterans ■ 7% 1-2yr ■ 27% new

Entry-cohort mix of 499 holders: 325 (65%) are 2+ year veterans, 37 entered 1–2 years ago, and 137 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds

61 of 483 holders are among the 100 largest funds by AUM, controlling 68% 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.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	478	468	2.14%
13F Shares	118M	111M	6.26%
Total Value	$8.30B	$6.42B	29.26%
New Positions	85	161	-76
Increased Positions	158	192	-34
Closed Positions	72	48	+24
Reduced Positions	162	70	+92
Total Calls	8	7	14.29%
Total Puts	8	8	-
PUT/CALL Ratio	1.0	1.14	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

478

468

2.14%

13F Shares

118M

111M

6.26%

Total Value

$8.30B

$6.42B

29.26%

New Positions

161

-76

Increased Positions

158

192

-34

Closed Positions

+24

Reduced Positions

162

+92

Total Calls

14.29%

Total Puts

PUT/CALL Ratio

1.0

1.14

Neutral

Institutional Holders (2026 Q2)

478 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TEX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Minneapolis Portfolio Management Group, LLC	4.37%	637,576	$46.2M
2	Albar Capital Partners LLP	3.96%	419,369	$30.4M
3	Drum Hill Capital, LLC	3.59%	48,666	$3.5M
4	Wilson Asset Management (international) Pty Ltd	2.68%	134,779	$9.8M
5	Ballast Asset Management, LP	2.43%	84,308	$6.1M
6	SMA Capital LLC	2.28%	75,000	$5.4M
7	Contravisory Investment Management, INC.	1.75%	136,535	$9.9M
8	Speece Thorson Capital Group Inc	1.65%	106,610	$7.7M
9	Mork Capital Management, LLC	1.62%	35,000	$2.5M
10	Front Street Capital Management, Inc.	1.53%	186,279	$13.5M
11	Easterly Investment Partners LLC	1.08%	294,326	$21.3M
12	Penn Capital Management Company, LLC	1.06%	231,008	$16.7M
13	Moody Aldrich Partners LLC	1.03%	79,270	$5.7M
14	Nautilus Advisors LLC	0.98%	24,522	$1.7M
15	HWG Holdings LP	0.96%	58,781	$4.3M
16	Phocas Financial Corp.	0.95%	94,675	$6.9M
17	Emerald Advisers, LLC	0.93%	545,046	$39.5M
18	Emerald Mutual Fund Advisers Trust	0.91%	356,029	$25.8M
19	Kennedy Capital Management LLC	0.84%	658,738	$47.7M
20	Bragg Financial Advisors, Inc	0.83%	428,385	$31.0M
21	Secured Retirement Advisors, LLC	0.83%	22,249	$1.6M
22	Lisanti Capital Growth, LLC	0.76%	48,015	$3.5M
23	Freestone Grove Partners LP	0.75%	1,610,140	$116.6M
24	Segall Bryant & Hamill, LLC	0.68%	795,783	$57.6M
25	Fagan Associates, INC.	0.56%	63,060	$4.6M

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 — 4 quarters in a row: For 4 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?

Slight buying edge — 52% buying: Last quarter: 249 funds bought or added vs 234 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TEX holders?

Elite ownership — 68% AUM from top-100 funds: 61 of 483 holders are among the 100 largest funds by AUM, controlling 68% 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?

57% of holders stayed for 2+ years: 277 out of 486 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.

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.

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Terex Corp New (TEX)

Smart Money Signals — TEX

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +49% more funds vs a year ago

Slight buying edge — 52% buying

Fewer new buyers each quarter (-75 vs last Q)

57% of holders stayed for 2+ years

Value +31% but shares only +15% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 65% veterans vs 27% newcomers

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — TEX

Hedge Fund Ownership: TEX

Market Analysis: TEX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TEX

Hedge Fund Positioning: TEX

Statistics: TEX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Terex Corp New (TEX)

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