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Plug Power

93 hedge funds and large institutions have $103M invested in Plug Power in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,402% more capital invested

Capital invested by funds: $6.86M → $103M (+$96.3M)

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

86% more funds holding

Funds holding: 5093 (+43)

38% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $68.3M

Holders
93
Holders Change
+43
Holders Change %
+86%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
27
Reduced
7
Closed
8
Calls
$94.4M
Puts
$68.3M
Net Calls
+$26.1M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BPGAM
26
BTG Pactual Global Asset Management
Bermuda
$931K +$606K +131,070 New
BIT
27
BlackRock Institutional Trust
California
$815K +$431K +93,187 +432%
PPA
28
Parametric Portfolio Associates
Washington
$787K +$513K +110,911 New
Nomura Holdings
29
Nomura Holdings
Japan
$781K +$355K +76,735 +228%
Bank of America
30
Bank of America
North Carolina
$767K +$447K +96,716 +852%
AAP
31
Ardsley Advisory Partners
Connecticut
$721K +$470K +101,600 New
JP Morgan Chase
32
JP Morgan Chase
New York
$682K +$444K +95,963 New
UPA
33
Union Point Advisors
California
$647K +$421K +91,108 New
LP
34
LMR Partners
United Kingdom
$604K +$393K +85,003 New
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$528K
MTIM
36
Marathon Trading Investment Management
Pennsylvania
$504K +$328K +71,000 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$479K +$87.9K +19,016 +39%
FMT
38
First Mercantile Trust
Tennessee
$460K +$299K +64,789 New
DC
39
Deere & Company
Illinois
$437K +$284K +61,544 New
State Street
40
State Street
Massachusetts
$427K -$139K -30,000 -33%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$427K +$227K +49,185 +449%
RFC
42
Russell Frank Company
Washington
$386K +$252K +54,430 New
EHC
43
Everett Harris & Co
California
$383K -$27.7K -6,000 -10%
Citigroup
44
Citigroup
New York
$322K +$209K +45,162 +28,226%
ARTA
45
A.R.T. Advisors
New York
$312K +$203K +43,960 New
OFG
46
OTA Financial Group
New York
$261K +$170K +36,830 New
PG
47
PEAK6 Group
Illinois
$252K +$164K +35,537 New
SG Americas Securities
48
SG Americas Securities
New York
$229K +$149K +32,259 New
BL
49
Bolton LP
Connecticut
$218K +$142K +30,700 New
PAG
50
Private Advisor Group
New Jersey
$205K +$133K +28,859 New

PLUG Hedge Fund Activity: Q1 2014 in Review

93 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q1 2014, worth a combined $103M — up 1,402% from $6.86M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PLUG positions and 8 closed out — a net gain of 43 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.4M. The largest seller was Masters Capital Management, exiting entirely with an estimated $1.55M sold.

  • 93 institutional investors held Plug Power (PLUG) as of Q1 2014, up from 50 in Q4 2013.
  • Funds reported $103M of Plug Power stock for Q1 2014, up 1,402% quarter-over-quarter.
  • 51 funds opened new Plug Power positions in Q1 2014 and 8 closed out, a net change of +43 holders.
  • The largest Plug Power buyer in Q1 2014 was Vanguard Group, an estimated $12.4M added.
  • The largest Plug Power seller in Q1 2014 was Masters Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2014.