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Plug Power

514 hedge funds and large institutions have $2.56B invested in Plug Power in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 136 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 136

0.6% more ownership

Funds ownership: 55.3%55.9% (+0.6%)

4% less funds holding

Funds holding: 535514 (-21)

11% less call options, than puts

Call options by funds: $292M | Put options by funds: $330M

14% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 77

26% less capital invested

Capital invested by funds: $3.45B → $2.56B (-$895M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
514
Holders Change
-21
Holders Change %
-3.93%
% of All Funds
8.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
184
Reduced
136
Closed
77
Calls
$292M
Puts
$330M
Net Calls
-$37.7M
Net Calls Change
-$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Evercore Wealth Management
New York
$152K +$195K +20,000 New
RMDI
252
R.M. Davis Inc
Maine
$152K +$196K +20,030 New
WWP
253
WR Wealth Planners
Missouri
$147K +$25.8K +2,638 +16%
GWM
254
Geneos Wealth Management
Colorado
$146K +$9.77K +1,000 +5%
LCM
255
Lazari Capital Management
California
$143K +$7.97K +816 +5%
SW
256
SteelPeak Wealth
California
$139K +$29.3K +3,000 +20%
X
257
Xponance
Pennsylvania
$139K +$4.24K +434 +2%
GRP
258
Global Retirement Partners
California
$138K -$30K -3,068 -13%
IAIM
259
International Assets Investment Management
Florida
$137K +$26.2K +2,680 +18%
MWM
260
MinichMacGregor Wealth Management
New York
$137K
EHC
261
Everett Harris & Co
California
$134K
XT
262
XTX Topco
Cayman Islands
$133K +$171K +17,531 New
AA
263
Advisory Alpha
Michigan
$133K +$171K +17,477 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$130K -$21.4K -2,189 -11%
SEM
265
Suncoast Equity Management
Florida
$129K
KCFA
266
Key Client Fiduciary Advisors
New Jersey
$129K +$9.77K +1,000 +6%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$128K +$29.4K +3,013 +22%
CPC
268
Congress Park Capital
New York
$125K +$6.84K +700 +4%
BAM
269
Byrne Asset Management
New Jersey
$125K +$23.4K +2,400 +17%
PWMAG
270
Pinnacle Wealth Management Advisory Group
New Jersey
$125K +$2.4K +246 +2%
PFS
271
Prospera Financial Services
Texas
$123K -$13.9K -1,418 -8%
QC
272
QCM Cayman
Texas
$123K +$54.7K +5,599 +53%
N
273
Natixis
France
$123K
TRCT
274
Tower Research Capital (TRC)
New York
$122K +$88.1K +9,018 +128%
MHP
275
Manatuck Hill Partners
Connecticut
$120K

PLUG Hedge Fund Activity: Q3 2023 in Review

514 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q3 2023, worth a combined $2.56B — down 26% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of PLUG and 66 opened new positions — a net loss of 11 holders — while 136 trimmed existing stakes and 184 added.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was BlackRock, cutting an estimated $30.9M.

  • 514 institutional investors held Plug Power (PLUG) as of Q3 2023, down from 535 in Q2 2023.
  • Funds reported $2.56B of Plug Power stock for Q3 2023, down 26% quarter-over-quarter.
  • 66 funds opened new Plug Power positions in Q3 2023 and 77 closed out, a net change of -11 holders.
  • The largest Plug Power buyer in Q3 2023 was Morgan Stanley, an estimated $101M added.
  • The largest Plug Power seller in Q3 2023 was BlackRock, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2023.