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Plexus
PLXS

203 hedge funds and large institutions have $1.45B invested in Plexus in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $313K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$93.4M)

5% more funds holding

Funds holding: 193 → 203 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
5.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
78
Reduced
66
Closed
13
Calls
$2.88M
Puts
$313K
Net Calls
+$2.56M
Net Calls Change
+$961K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$11M
2
BFA
BlackRock Fund Advisors
California
+$8.44M
3
Goldman Sachs
Goldman Sachs
New York
+$6.62M
4
AIM
Artemis Investment Management
United Kingdom
+$6.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.02M

Top Sellers

1
SC
Shellback Capital
Massachusetts
-$13.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$8.52M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$7.75M
4
NI
Numeric Investors
Massachusetts
-$6.69M
5
EA
Emerald Acquisition
Washington
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$10.9M -$643K -14,038 -6%
PFC
27
Phocas Financial Corp
California
$10.5M +$629K +13,716 +6%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$10.3M – – –
Invesco
29
Invesco
Georgia
$10.1M +$2M +43,623 +25%
Charles Schwab
30
Charles Schwab
California
$9.48M +$470K +10,259 +5%
Renaissance Technologies
31
Renaissance Technologies
New York
$8.83M +$3.11M +67,800 +56%
Millennium Management
32
Millennium Management
New York
$8.42M +$2.34M +51,037 +40%
TAM
33
Tocqueville Asset Management
New York
$8.39M -$692K -15,100 -8%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$8.06M -$1.38M -30,151 -15%
BIM
35
BlackRock Investment Management
Delaware
$7.54M +$39.9K +871 +0.5%
NAM
36
Netols Asset Management
Wisconsin
$7.32M -$149K -3,242 -2%
EA
37
Emerald Acquisition
Washington
$7.2M -$3.78M -82,507 -35%
USAA
38
United Services Automobile Association
Texas
$7.13M +$29.8K +650 +0.4%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$6.51M +$449K +9,794 +8%
SO
40
STRS Ohio
Ohio
$6.19M +$573K +12,500 +10%
AP
41
AHL Partners
United Kingdom
$6.16M +$4.88M +106,532 +422%
Bank of America
42
Bank of America
North Carolina
$6.11M +$359K +7,827 +6%
Morgan Stanley
43
Morgan Stanley
New York
$6.06M +$3.47M +75,766 +141%
QI
44
QS Investors
New York
$5.98M – – –
MAM
45
Martingale Asset Management
Massachusetts
$5.6M +$3.12M +68,100 +132%
PPA
46
Parametric Portfolio Associates
Washington
$5.46M +$414K +9,040 +8%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$5.28M -$1.29M -28,258 -20%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$4.88M +$128K +2,800 +3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.54M -$298K -6,500 -6%
CIM
50
Calvert Investment Management
Maryland
$4.45M – – –
1
2
3 4 5

PLXS Hedge Fund Activity: Q3 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2016, worth a combined $1.45B — up 6.9% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PLXS positions and 13 closed out — a net gain of 10 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11M. The largest seller was Shellback Capital, exiting entirely with an estimated $13.4M sold.

  • 203 institutional investors held Plexus (PLXS) as of Q3 2016, up from 193 in Q2 2016.
  • Funds reported $1.45B of Plexus stock for Q3 2016, up 6.9% quarter-over-quarter.
  • 23 funds opened new Plexus positions in Q3 2016 and 13 closed out, a net change of +10 holders.
  • The largest Plexus buyer in Q3 2016 was JP Morgan Chase, an estimated $11M added.
  • The largest Plexus seller in Q3 2016 was Shellback Capital, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2016.