Plug Power
PLUG
488 hedge funds and large institutions have $1.36B invested in Plug Power in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 103 closing their positions.
5% less funds holding
Funds holding: 513 → 488 (-25)
5.85% less ownership
Funds ownership: 55.89% → 50.04% (-5.8%)
11% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 157
18% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 103
28% less call options, than puts
Call options by funds: $196M | Put options by funds: $272M
47% less capital invested
Capital invested by funds: $2.56B → $1.36B (-$1.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$29.9M |
| 2 |
BlackRock
New York
|
+$29.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$17.3M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$10.2M |
| 5 |
Two Sigma Investments
New York
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
-$75.4M |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$47.1M |
| 3 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$43.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$31.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$20.7M |
PLUG Hedge Fund Activity: Q4 2023 in Review
488 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Plug Power (PLUG) for Q4 2023, worth a combined $1.36B — down 47% from $2.56B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of PLUG and 84 opened new positions — a net loss of 19 holders — while 157 trimmed existing stakes and 139 added.
The largest buyer was State Street, adding an estimated $29.9M. The largest seller was BNP Paribas Asset Management, cutting an estimated $75.4M.
- 488 institutional investors held Plug Power (PLUG) as of Q4 2023, down from 513 in Q3 2023.
- Funds reported $1.36B of Plug Power stock for Q4 2023, down 47% quarter-over-quarter.
- 84 funds opened new Plug Power positions in Q4 2023 and 103 closed out, a net change of -19 holders.
- The largest Plug Power buyer in Q4 2023 was State Street, an estimated $29.9M added.
- The largest Plug Power seller in Q4 2023 was BNP Paribas Asset Management, an estimated $75.4M sold.
Based on aggregated 13F filings for Q4 2023.