Plug Power
PLUG
153 hedge funds and large institutions have $143M invested in Plug Power in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 22 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 31
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
6% more funds holding
Funds holding: 144 → 153 (+9)
2.27% more ownership
Funds ownership: 24.34% → 26.61% (+2.3%)
1% less capital invested
Capital invested by funds: $145M → $143M (-$1.04M)
45% less call options, than puts
Call options by funds: $1.86M | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$11.3M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$4.56M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.35M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$874K |
| 5 |
Morgan Stanley
New York
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$3.92M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.42M |
| 3 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$526K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$521K |
| 5 |
Millennium Management
New York
|
-$519K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
151
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -595 | Closed |
|
|
MA
152
MCF Advisors
Covington,
Kentucky
| – | -$769 | -300 | -98% |
|
|
PS
153
Portfolio Strategies
Monsey,
New York
| – | +$3 | +1 | New |
|
|
GTAM
154
Global Trust Asset Management
West Palm Beach,
Florida
| – | +$5 | +2 | New |
|
|
ME
155
McIlrath & Eck
Arlington,
Washington
| – | +$18 | +7 | New |
|
|
SWMG
156
Signature Wealth Management Group
Atlanta,
Georgia
| – | +$26 | +10 | New |
|
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$38 | +15 | +300% |
|
|
RFC
158
Regions Financial Corp
Birmingham,
Alabama
| – | +$51 | +20 | New |
|
|
TWA
159
TCI Wealth Advisors
Tucson,
Arizona
| – | +$51 | +20 | +133% |
|
|
AF
160
Advisornet Financial
Minnetonka,
Minnesota
| – | +$154 | +60 | New |
|
|
TCM
161
Tradewinds Capital Management
Bellingham,
Washington
| – | +$205 | +80 | New |
|
|
BBA
162
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | +$256 | +100 | New |
|
|
CA
163
Calton & Associates
Tampa,
Florida
| – | +$256 | +100 | New |
|
|
STA
164
Summit Trail Advisors
New York
| – | +$318 | +124 | New |
|
PLUG Hedge Fund Activity: Q4 2017 in Review
153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q4 2017, worth a combined $143M — down 0.72% from $145M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PLUG positions and 22 closed out — a net gain of 9 holders — while 49 added to existing stakes and 31 trimmed.
The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $11.3M. The largest seller was D.E. Shaw & Co, cutting an estimated $3.92M.
- 153 institutional investors held Plug Power (PLUG) as of Q4 2017, up from 144 in Q3 2017.
- Funds reported $143M of Plug Power stock for Q4 2017, down 0.72% quarter-over-quarter.
- 31 funds opened new Plug Power positions in Q4 2017 and 22 closed out, a net change of +9 holders.
- The largest Plug Power buyer in Q4 2017 was State of New Jersey Common Pension Fund D, an estimated $11.3M added.
- The largest Plug Power seller in Q4 2017 was D.E. Shaw & Co, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2017.