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Plug Power

535 hedge funds and large institutions have $3.45B invested in Plug Power in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 158

0.89% more ownership

Funds ownership: 54.41%55.3% (+0.89%)

8% less call options, than puts

Call options by funds: $308M | Put options by funds: $337M

4% less funds holding

Funds holding: 559535 (-24)

8% less capital invested

Capital invested by funds: $3.77B → $3.45B (-$315M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

Holders
535
Holders Change
-24
Holders Change %
-4.29%
% of All Funds
8.4%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
168
Reduced
158
Closed
94
Calls
$308M
Puts
$337M
Net Calls
-$28.2M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
301
Evanson Asset Management
California
$133K +$116K +12,753 New
Truist Financial
302
Truist Financial
North Carolina
$131K -$5.59K -614 -5%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$131K +$32.6K +3,579 +39%
MFG
304
Merit Financial Group
Georgia
$131K +$19.1K +2,098 +20%
MMA
305
Miracle Mile Advisors
California
$130K -$2.34K -257 -2%
FIA
306
FNY Investment Advisers
New York
$129K +$76.3K +8,377 +206%
MM
307
MQS Management
New York
$128K -$181K -19,847 -62%
JWCA
308
J.W. Cole Advisors
Florida
$128K +$8.31K +913 +8%
IAA
309
Independent Advisor Alliance
North Carolina
$127K +$1.98K +217 +2%
IWA
310
IVC Wealth Advisors
Pennsylvania
$124K +$109K +11,975 New
CSS
311
Cubist Systematic Strategies
Connecticut
$123K -$1.85M -203,665 -94%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$123K +$108K +11,864 New
AWM
313
Axxcess Wealth Management
California
$121K
AIIMS
314
Analyst IMS Investment Management Services
Israel
$121K -$1.18K -130 -1%
PCIA
315
Prime Capital Investment Advisors
Kansas
$121K +$106K +11,608 New
O
316
Ossiam
France
$118K +$42.2K +4,634 +69%
VIA
317
Virtus Investment Advisers
Connecticut
$118K
IA
318
IFP Advisors
Florida
$117K -$30.1K -3,306 -23%
AAS
319
Ameritas Advisory Services
Nebraska
$115K -$16.8K -1,851 -15%
NW
320
NewEdge Wealth
Pennsylvania
$114K +$99.6K +10,939 New
FHA
321
Flagship Harbor Advisors
Massachusetts
$113K +$6.83K +750 +7%
WPW
322
Waldron Private Wealth
Pennsylvania
$112K +$97.8K +10,743 New
SQA
323
Simon Quick Advisors
New Jersey
$111K -$437 -48 -0.4%
MWP
324
Meredith Wealth Planning
Illinois
$110K -$1.6K -176 -2%
BG
325
Bahl & Gaynor
Ohio
$110K