Plug Power
PLUG
157 hedge funds and large institutions have $77.7M invested in Plug Power in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 23 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 37
2.54% less ownership
Funds ownership: 29.38% → 26.84% (-2.5%)
5% less funds holding
Funds holding: 165 → 157 (-8)
33% less call options, than puts
Call options by funds: $478K | Put options by funds: $709K
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
37% less capital invested
Capital invested by funds: $122M → $77.7M (-$44.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.11M |
| 3 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$979K |
| 4 |
Morgan Stanley
New York
|
+$845K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.08M |
| 2 |
D.E. Shaw & Co
New York
|
-$2.03M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$517K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
151
Gradient Investments
Arden Hills,
Minnesota
| – | -$2 | -1 | -5% |
|
|
EWM
152
Executive Wealth Management
Brighton,
Michigan
| – | +$109 | +64 | New |
|
|
W
153
WealthOne
Albany,
New York
| – | +$297 | +175 | New |
|
154
Nordea Investment Management
Stockholm,
Sweden
| – | +$311 | +183 | New |
|
|
AF
155
Advisornet Financial
Minnetonka,
Minnesota
| – | +$340 | +200 | +333% |
|
PLUG Hedge Fund Activity: Q4 2018 in Review
157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q4 2018, worth a combined $77.7M — down 37% from $122M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of PLUG and 15 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 40 added.
The largest buyer was BlackRock, adding an estimated $3.03M. The largest seller was Vanguard Group, cutting an estimated $5.08M.
- 157 institutional investors held Plug Power (PLUG) as of Q4 2018, down from 165 in Q3 2018.
- Funds reported $77.7M of Plug Power stock for Q4 2018, down 37% quarter-over-quarter.
- 15 funds opened new Plug Power positions in Q4 2018 and 23 closed out, a net change of -8 holders.
- The largest Plug Power buyer in Q4 2018 was BlackRock, an estimated $3.03M added.
- The largest Plug Power seller in Q4 2018 was Vanguard Group, an estimated $5.08M sold.
Based on aggregated 13F filings for Q4 2018.