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242 hedge funds and large institutions have $2.4B invested in Plexus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,532% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $139K

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 238242 (+4)

0.57% more ownership

Funds ownership: 93.12%93.69% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

5% less capital invested

Capital invested by funds: $2.53B → $2.4B (-$134M)

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
78
Reduced
83
Closed
25
Calls
$10.6M
Puts
$139K
Net Calls
+$10.5M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$2.79K -$1.65K -17 -36%
FFA
227
Farther Finance Advisors
California
$2.7K
AF
228
Allworth Financial
California
$2.6K
JWA
229
JFS Wealth Advisors
Pennsylvania
$2.6K +$97 +1 +4%
GWS
230
Glassman Wealth Services
Virginia
$2.23K
KFP
231
KB Financial Partners
New Jersey
$2K
SFG
232
Steward Financial Group
Texas
$2K +$2.91K +30 New
FCA
233
FinTrust Capital Advisors
South Carolina
$1.86K -$388 -4 -17%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.77K
GRP
235
Global Retirement Partners
California
$1.59K
SIC
236
SJS Investment Consulting
Ohio
$1.02K +$97 +1 +10%
CAL
237
Capital Advisors Ltd
Ohio
$1K
AF
238
Advisornet Financial
Minnesota
$837 +$291 +3 +50%
BIA
239
Bell Investment Advisors
California
$558
AWM
240
Abound Wealth Management
Tennessee
$465
ECM
241
Everence Capital Management
Indiana
$456
TWP
242
TFO Wealth Partners
Ohio
$196
Assenagon Asset Management
243
Assenagon Asset Management
Luxembourg
-$2.38M -24,225 Closed
AG
244
Algert Global
California
-$2.23M -22,718 Closed
CSS
245
Cubist Systematic Strategies
Connecticut
-$1.24M -12,638 Closed
VI
246
Versor Investments
New York
-$447K -4,546 Closed
PMEF
247
Point72 Middle East FZE
United Arab Emirates
-$438K -4,462 Closed
CC
248
Centiva Capital
New York
-$437K -4,450 Closed
SSA
249
Schonfeld Strategic Advisors
New York
-$340K -3,466 Closed
Lido Advisors
250
Lido Advisors
California
-$319K -3,243 Closed

PLXS Hedge Fund Activity: Q3 2023 in Review

242 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2023, worth a combined $2.4B — down 5.3% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 25 closed out — a net gain of 6 holders — while 78 added to existing stakes and 83 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $17.4M. The largest seller was William Blair Investment Management, cutting an estimated $18.8M.

  • 242 institutional investors held Plexus (PLXS) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $2.4B of Plexus stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q3 2023 and 25 closed out, a net change of +6 holders.
  • The largest Plexus buyer in Q3 2023 was Segall Bryant & Hamill, an estimated $17.4M added.
  • The largest Plexus seller in Q3 2023 was William Blair Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2023.