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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
NCM
476
Northwest Capital Management
Oregon
$616 +$791 +81 New
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$608
TAM
478
Tucker Asset Management
Colorado
$540
CAS
479
Coppell Advisory Solutions
Texas
$495
VCM
480
Versant Capital Management
Arizona
$433 -$508 -52 -48%
CFS
481
CGC Financial Services
Oregon
$418
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$410 -$117 -12 -18%
GWS
483
Glassman Wealth Services
Virginia
$403 -$322 -33 -38%
HWP
484
Hibernia Wealth Partners
Louisiana
$395 +$508 +52 New
AA
485
Ancora Advisors
Ohio
$380 -$2.44K -250 -83%
AAP
486
Arax Advisory Partners
Colorado
$380
TCPG
487
Trivant Custom Portfolio Group
California
$380
SIC
488
SJS Investment Consulting
Ohio
$304 -$78 -8 -17%
TCOV
489
Trust Company of Vermont
Vermont
$304
EWM
490
Evermay Wealth Management
Virginia
$289
YAL
491
Your Advocates Ltd
Texas
$266 -$147 -15 -30%
IFAM
492
Institutional & Family Asset Management
Colorado
$266
BHWM
493
Beaird Harris Wealth Management
Texas
$228
MAWCM
494
Mine & Arao Wealth Creation & Management
California
$228
LWANC
495
Laurel Wealth Advisors (North Carolina)
North Carolina
$221
WT
496
Washington Trust
Rhode Island
$205
IHWM
497
Iron Horse Wealth Management
Iowa
$167 +$195 +20 +1,000%
DFA
498
DHJJ Financial Advisors
Illinois
$122 +$156 +16 New
MIM
499
Macroview Investment Management
Maryland
$84
NECFA
500
New England Capital Financial Advisors
Connecticut
$69 -$2.59K -265 -97%

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.