Plexus
PLXS
223 hedge funds and large institutions have $2.34B invested in Plexus in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
12% more call options, than puts
Call options by funds: $6.14M | Put options by funds: $5.46M
11% more capital invested
Capital invested by funds: $2.11B → $2.34B (+$235M)
6% more funds holding
Funds holding: 211 → 223 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.21% less ownership
Funds ownership: 96.84% → 96.63% (-0.21%)
21% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
+$13.4M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.2M |
| 4 |
Millennium Management
New York
|
+$11.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$38.7M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.6M |
| 3 |
BlackRock
New York
|
-$6.74M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.26M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$4.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
226
Royce & Associates
New York
| – | -$326K | -4,155 | Closed |
|
|
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$127K | -1,384 | Closed |
|
|
FBT
228
First Bank & Trust
Brookings,
South Dakota
| – | -$101K | -1,292 | Closed |
|
|
PFGIA
229
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$15K | -185 | Closed |
|
230
Rockefeller Capital Management
New York
| – | -$6.42K | -72 | -88% |
|
|
C
231
Covestor
London,
United Kingdom
| – | -$3.57K | -40 | -95% |
|
|
SFG
232
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -16 | Closed |
|
|
STCOSD
233
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$1K | -15 | Closed |
|
|
SIC
234
SJS Investment Consulting
Sylvania,
Ohio
| – | +$446 | +5 | New |
|
PLXS Hedge Fund Activity: Q3 2022 in Review
223 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2022, worth a combined $2.34B — up 11% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PLXS positions and 13 closed out — a net gain of 14 holders — while 69 added to existing stakes and 87 trimmed.
The largest buyer was Vanguard Group, adding an estimated $14.6M. The largest seller was Cooke & Bieler, cutting an estimated $38.7M.
- 223 institutional investors held Plexus (PLXS) as of Q3 2022, up from 211 in Q2 2022.
- Funds reported $2.34B of Plexus stock for Q3 2022, up 11% quarter-over-quarter.
- 27 funds opened new Plexus positions in Q3 2022 and 13 closed out, a net change of +14 holders.
- The largest Plexus buyer in Q3 2022 was Vanguard Group, an estimated $14.6M added.
- The largest Plexus seller in Q3 2022 was Cooke & Bieler, an estimated $38.7M sold.
Based on aggregated 13F filings for Q3 2022.