Plexus
PLXS
205 hedge funds and large institutions have $1.98B invested in Plexus in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 91 reducing their positions, and 21 closing their positions.
966% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $260K
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
10% more capital invested
Capital invested by funds: $1.79B → $1.98B (+$185M)
3% more funds holding
Funds holding: 200 → 205 (+5)
1.4% more ownership
Funds ownership: 95.35% → 96.75% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
43% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 91
Top Buyers
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$53.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$29.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$8.7M |
| 4 |
BlackRock
New York
|
+$6.51M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$3.42M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.98M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.78M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$5.16M |
| 4 |
Two Sigma Advisers
New York
|
-$4.15M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$3.76M |
PLXS Hedge Fund Activity: Q4 2017 in Review
205 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2017, worth a combined $1.98B — up 10% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PLXS positions and 21 closed out — a net gain of 5 holders — while 52 added to existing stakes and 91 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $53.3M. The largest seller was Goldman Sachs, cutting an estimated $7.98M.
- 205 institutional investors held Plexus (PLXS) as of Q4 2017, up from 200 in Q3 2017.
- Funds reported $1.98B of Plexus stock for Q4 2017, up 10% quarter-over-quarter.
- 26 funds opened new Plexus positions in Q4 2017 and 21 closed out, a net change of +5 holders.
- The largest Plexus buyer in Q4 2017 was Silvercrest Asset Management, an estimated $53.3M added.
- The largest Plexus seller in Q4 2017 was Goldman Sachs, an estimated $7.98M sold.
Based on aggregated 13F filings for Q4 2017.