Plexus
PLXS
213 hedge funds and large institutions have $1.85B invested in Plexus in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 18 closing their positions.
167% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $936K
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $1.7B → $1.85B (+$144M)
5% more funds holding
Funds holding: 203 → 213 (+10)
1.12% more ownership
Funds ownership: 93.64% → 94.76% (+1.1%)
8% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 74
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$237M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.6M |
| 4 |
Bank of New York Mellon
New York
|
+$9.52M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$31.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$26.3M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$7.43M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$6.75M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$4.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
226
Empirical Finance
Havertown,
Pennsylvania
| – | -$15K | -264 | Closed |
|
|
DVM
227
Dreman Value Management
West Palm Beach,
Florida
| – | -$12K | -218 | Closed |
|
|
IUHSA
228
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$4K | -80 | Closed |
|
|
FAN
229
Financial Advisors Network
Tustin,
California
| – | -$3.27K | -60 | Closed |
|
|
SIC
230
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$3K | -52 | Closed |
|
231
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -21 | Closed |
|
PLXS Hedge Fund Activity: Q1 2017 in Review
213 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2017, worth a combined $1.85B — up 8.5% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PLXS positions and 18 closed out — a net gain of 16 holders — while 80 added to existing stakes and 74 trimmed.
The largest buyer was BlackRock, adding an estimated $237M. The largest seller was Goldman Sachs, cutting an estimated $31.3M.
- 213 institutional investors held Plexus (PLXS) as of Q1 2017, up from 203 in Q4 2016.
- Funds reported $1.85B of Plexus stock for Q1 2017, up 8.5% quarter-over-quarter.
- 34 funds opened new Plexus positions in Q1 2017 and 18 closed out, a net change of +16 holders.
- The largest Plexus buyer in Q1 2017 was BlackRock, an estimated $237M added.
- The largest Plexus seller in Q1 2017 was Goldman Sachs, an estimated $31.3M sold.
Based on aggregated 13F filings for Q1 2017.