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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
RA
426
Rational Advisors
New York
$3.62K
BWS
427
Buck Wealth Strategies
Colorado
$3.61K +$488 +50 +12%
BWM
428
Baystate Wealth Management
Massachusetts
$3.5K
Toronto Dominion Bank
429
Toronto Dominion Bank
Ontario, Canada
$3.45K
GFPC
430
Global Financial Private Client
Florida
$3.41K
LIA
431
Luken Investment Analytics
Tennessee
$3.34K
AWM
432
Avior Wealth Management
Nebraska
$3.25K
JPWM
433
Jamison Private Wealth Management
Georgia
$3.18K +$4.08K +418 New
OA
434
Operose Advisors
Wisconsin
$3.04K
HFS
435
Hantz Financial Services
Michigan
$3K -$850 -87 -17%
LFA
436
Level Financial Advisors
New York
$2.98K
WB
437
Webster Bank
Connecticut
$2.96K
RG
438
Retirement Group
California
$2.89K
PTC
439
Private Trust Company
Ohio
$2.75K
MCM
440
Manchester Capital Management
Vermont
$2.3K -$3.62K -371 -55%
IA
441
IFS Advisors
Kansas
$2.28K
NMG
442
New Millennium Group
Utah
$2.28K
SWM
443
Spire Wealth Management
Virginia
$2.28K
BWL
444
Bogart Wealth LLC
Virginia
$2.2K
FFA
445
Farther Finance Advisors
California
$2.15K +$2.01K +206 +268%
CIA
446
Cape Investment Advisory
Georgia
$2.08K
AA
447
AlphaMark Advisors
Kentucky
$2K
CA
448
Centerpoint Advisors
Massachusetts
$2K
AFG
449
Albion Financial Group
Utah
$1.9K +$2.44K +250 New
WAM
450
WFA Asset Management
Wisconsin
$1.7K

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.