Plug Power
PLUG
457 hedge funds and large institutions have $8.87B invested in Plug Power in 2020 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 139 increasing their positions, 93 reducing their positions, and 45 closing their positions.
300% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 45
204% more capital invested
Capital invested by funds: $2.91B → $8.87B (+$5.96B)
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
49% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 93
41% more funds holding
Funds holding: 324 → 457 (+133)
26% more call options, than puts
Call options by funds: $714M | Put options by funds: $569M
3.18% more ownership
Funds ownership: 54.28% → 57.47% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$301M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$136M |
| 4 |
BlackRock
New York
|
+$136M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$111M |
| 2 |
D.E. Shaw & Co
New York
|
-$66.7M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$66.3M |
| 4 |
PA
Pinnacle Associates
New York
|
-$46M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$40.5M |
PLUG Hedge Fund Activity: Q4 2020 in Review
457 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q4 2020, worth a combined $8.87B — up 204% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new PLUG positions and 45 closed out — a net gain of 135 holders — while 139 added to existing stakes and 93 trimmed.
The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was Hood River Capital Management, cutting an estimated $111M.
- 457 institutional investors held Plug Power (PLUG) as of Q4 2020, up from 324 in Q3 2020.
- Funds reported $8.87B of Plug Power stock for Q4 2020, up 204% quarter-over-quarter.
- 180 funds opened new Plug Power positions in Q4 2020 and 45 closed out, a net change of +135 holders.
- The largest Plug Power buyer in Q4 2020 was Vanguard Group, an estimated $301M added.
- The largest Plug Power seller in Q4 2020 was Hood River Capital Management, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2020.