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206 hedge funds and large institutions have $1.69B invested in Plexus in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $526K

0.3% more ownership

Funds ownership: 94.76%95.06% (+0.3%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

3% less funds holding

Funds holding: 213206 (-7)

9% less capital invested

Capital invested by funds: $1.85B → $1.69B (-$160M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
74
Reduced
76
Closed
28
Calls
$1.09M
Puts
$526K
Net Calls
+$567K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
26
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.4M +$384K +7,238 +3%
Charles Schwab
27
Charles Schwab
California
$13.4M +$521K +9,832 +4%
Franklin Resources
28
Franklin Resources
California
$12.4M +$12.5M +236,800 New
KCM
29
Kennedy Capital Management
Missouri
$11.3M -$310K -5,847 -3%
Goldman Sachs
30
Goldman Sachs
New York
$10.6M +$366K +6,901 +4%
Ameriprise
31
Ameriprise
Minnesota
$10.1M -$7.76M -146,487 -43%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$9.68M -$821K -15,500 -8%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$9.51M -$9.83M -185,420 -51%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$8.14M -$2.35M -44,428 -22%
American Century Companies
35
American Century Companies
Missouri
$8.08M +$4.12M +77,809 +103%
Bank of America
36
Bank of America
North Carolina
$7.89M -$1.42M -26,766 -15%
USAA
37
United Services Automobile Association
Texas
$7.25M -$180K -3,400 -2%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$6.11M -$240K -4,526 -4%
DIA
39
Dean Investment Associates
Ohio
$5.83M +$3M +56,540 +104%
PPA
40
Parametric Portfolio Associates
Washington
$5.75M +$190K +3,593 +3%
TCIM
41
TIAA CREF Investment Management
New York
$5.55M -$650K -12,269 -10%
MAM
42
Martingale Asset Management
Massachusetts
$5.53M -$1.32M -25,000 -19%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$5.43M +$143K +2,700 +3%
QI
44
QS Investors
New York
$5.34M -$117K -2,211 -2%
TAM
45
Tocqueville Asset Management
New York
$5.09M -$305K -5,750 -6%
PFC
46
Phocas Financial Corp
California
$5.03M +$226K +4,262 +5%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$5.02M +$5.06M +95,408 New
Deutsche Bank
48
Deutsche Bank
Germany
$4.88M +$2.1M +39,645 +75%
SO
49
STRS Ohio
Ohio
$4.86M -$95.4K -1,800 -2%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$4.77M +$332K +6,273 +7%

PLXS Hedge Fund Activity: Q2 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2017, worth a combined $1.69B — down 8.7% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PLXS and 23 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was Fidelity Investments, adding an estimated $49.8M. The largest seller was Victory Capital Management, cutting an estimated $31.5M.

  • 206 institutional investors held Plexus (PLXS) as of Q2 2017, down from 213 in Q1 2017.
  • Funds reported $1.69B of Plexus stock for Q2 2017, down 8.7% quarter-over-quarter.
  • 23 funds opened new Plexus positions in Q2 2017 and 28 closed out, a net change of -5 holders.
  • The largest Plexus buyer in Q2 2017 was Fidelity Investments, an estimated $49.8M added.
  • The largest Plexus seller in Q2 2017 was Victory Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2017.