Plexus
PLXS
196 hedge funds and large institutions have $1.59B invested in Plexus in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 42 closing their positions.
26,520% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $5K
2.83% more ownership
Funds ownership: 96.23% → 99.06% (+2.8%)
8% less funds holding
Funds holding: 213 → 196 (-17)
25% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 76
27% less capital invested
Capital invested by funds: $2.17B → $1.59B (-$579M)
36% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 42
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$73.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.3M |
| 3 |
Goldman Sachs
New York
|
+$17.5M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$13.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$11M |
| 2 |
Millennium Management
New York
|
-$10.8M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$10.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$9.47M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Simplex Trading
Chicago,
Illinois
| – | -$73.4K | -1,088 | Closed |
|
|
TRCT
227
Tower Research Capital (TRC)
New York
| – | -$83K | -1,075 | Closed |
|
228
Point72 Asset Management
Stamford,
Connecticut
| – | -$71K | -924 | Closed |
|
|
QT
229
Quantbot Technologies
New York
| – | -$59K | -777 | Closed |
|
|
AP
230
Americana Partners
Houston,
Texas
| – | -$48K | -633 | Closed |
|
|
PHK
231
Point72 Hong Kong
Hong Kong
| – | -$39K | -511 | Closed |
|
|
TFA
232
Tobias Financial Advisors
Plantation,
Florida
| – | -$26K | -350 | Closed |
|
|
HGWM
233
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -18 | Closed |
|
|
IA
234
IFP Advisors
Tampa,
Florida
| – | -$810 | -12 | Closed |
|
PLXS Hedge Fund Activity: Q1 2020 in Review
196 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2020, worth a combined $1.59B — down 27% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of PLXS and 27 opened new positions — a net loss of 15 holders — while 76 trimmed existing stakes and 57 added.
The largest buyer was Victory Capital Management, adding an estimated $73.1M. The largest seller was Silvercrest Asset Management, cutting an estimated $11M.
- 196 institutional investors held Plexus (PLXS) as of Q1 2020, down from 213 in Q4 2019.
- Funds reported $1.59B of Plexus stock for Q1 2020, down 27% quarter-over-quarter.
- 27 funds opened new Plexus positions in Q1 2020 and 42 closed out, a net change of -15 holders.
- The largest Plexus buyer in Q1 2020 was Victory Capital Management, an estimated $73.1M added.
- The largest Plexus seller in Q1 2020 was Silvercrest Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2020.