Plug Power
PLUG
576 hedge funds and large institutions have $4.34B invested in Plug Power in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 196 increasing their positions, 169 reducing their positions, and 83 closing their positions.
20% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 83
16% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 169
1% more funds holding
Funds holding: 570 → 576 (+6)
0.61% more ownership
Funds ownership: 55.06% → 55.67% (+0.61%)
35% less capital invested
Capital invested by funds: $6.65B → $4.34B (-$2.3B)
36% less call options, than puts
Call options by funds: $229M | Put options by funds: $356M
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
+$112M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$100M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$55.6M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$42.4M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$75.4M |
| 2 |
D.E. Shaw & Co
New York
|
-$68.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$46.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$33.5M |
| 5 |
ECA
Encompass Capital Advisors
New York
|
-$28.5M |
PLUG Hedge Fund Activity: Q4 2022 in Review
576 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q4 2022, worth a combined $4.34B — down 35% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new PLUG positions and 83 closed out — a net gain of 17 holders — while 196 added to existing stakes and 169 trimmed.
The largest buyer was BNP Paribas Asset Management, adding an estimated $112M. The largest seller was BlackRock, cutting an estimated $75.4M.
- 576 institutional investors held Plug Power (PLUG) as of Q4 2022, up from 570 in Q3 2022.
- Funds reported $4.34B of Plug Power stock for Q4 2022, down 35% quarter-over-quarter.
- 100 funds opened new Plug Power positions in Q4 2022 and 83 closed out, a net change of +17 holders.
- The largest Plug Power buyer in Q4 2022 was BNP Paribas Asset Management, an estimated $112M added.
- The largest Plug Power seller in Q4 2022 was BlackRock, an estimated $75.4M sold.
Based on aggregated 13F filings for Q4 2022.