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Plug Power
PLUG

112 hedge funds and large institutions have $61M invested in Plug Power in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

1% less capital invested

Capital invested by funds: $61.5M → $61M (-$499K)

4% less funds holding

Funds holding: 117 → 112 (-5)

20% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.56M

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
13
Closed
17
Calls
$1.24M
Puts
$1.56M
Net Calls
-$316K
Net Calls Change
-$21K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$889K
2
BFA
BlackRock Fund Advisors
California
+$539K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$489K
4
BIT
BlackRock Institutional Trust
California
+$401K
5
TCIM
TIAA CREF Investment Management
New York
+$307K

Top Sellers

Rank Fund Capital Flow
1
UOC
UBS O'Connor
Illinois
-$410K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$405K
3
AAP
Ardsley Advisory Partners
Connecticut
-$308K
4
Citigroup
Citigroup
New York
-$215K
5
FMA
FNY Managed Accounts
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
76
Nuveen
North Carolina
$22K +$387 +203 +2%
LPL Financial
77
LPL Financial
California
$20K -$2.4K -1,260 -10%
EA
78
Emerald Advisers
Pennsylvania
$19K – – –
HPC
79
HM Payson & Co
Maine
$19K – – –
WF
80
Welch & Forbes
Massachusetts
$19K +$19.6K +10,250 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$18K +$19 +10 +0.1%
Simplex Trading
82
Simplex Trading
Illinois
$18K +$15.1K +7,942 +439%
MWM
83
MinichMacGregor Wealth Management
New York
$15K – – –
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$13K +$13.3K +6,991 New
MFS
85
MSI Financial Services
Massachusetts
$13K – – –
WAM
86
Wolverine Asset Management
Illinois
$13K +$2.86K +1,500 +25%
IWMPD
87
Integrated Wealth Management (Palm Desert)
California
$11K – – –
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$8K – – –
AWM
89
AllSquare Wealth Management
New York
$7K – – –
ClearBridge Investments
90
ClearBridge Investments
New York
$4K – – –
FANJ
91
Financial Architects (New Jersey)
New Jersey
$4K +$3.83K +2,010 New
DOA
92
D'Orazio & Associates
Virginia
$2K – – –
GWM
93
Geneos Wealth Management
Colorado
$2K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$2K – – –
OC
95
Oakworth Capital
Alabama
$2K – – –
GT
96
Glenmede Trust
Pennsylvania
$1K -$1.25K -658 -53%
ARMC
97
American Research & Management Company
Massachusetts
$1K – – –
FWM
98
Focused Wealth Management
New York
$1K – – –
PSUF
99
People's United Financial
Connecticut
$1K +$954 +500 New
UOC
100
UBS O'Connor
Illinois
– -$410K -200,000 Closed
1 2 3
4
5

PLUG Hedge Fund Activity: Q2 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q2 2016, worth a combined $61M — down 0.81% from $61.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PLUG and 12 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 45 added.

The largest buyer was Invesco, adding an estimated $889K. The largest seller was UBS O'Connor, exiting entirely with an estimated $410K sold.

  • 112 institutional investors held Plug Power (PLUG) as of Q2 2016, down from 117 in Q1 2016.
  • Funds reported $61M of Plug Power stock for Q2 2016, down 0.81% quarter-over-quarter.
  • 12 funds opened new Plug Power positions in Q2 2016 and 17 closed out, a net change of -5 holders.
  • The largest Plug Power buyer in Q2 2016 was Invesco, an estimated $889K added.
  • The largest Plug Power seller in Q2 2016 was UBS O'Connor, an estimated $410K sold.

Based on aggregated 13F filings for Q2 2016.