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197 hedge funds and large institutions have $1.51B invested in Plexus in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

26% more call options, than puts

Call options by funds: $975K | Put options by funds: $771K

6% more funds holding

Funds holding: 186197 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.1% less ownership

Funds ownership: 96.85%94.75% (-2.1%)

17% less capital invested

Capital invested by funds: $1.83B → $1.51B (-$316M)

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

Holders
197
Holders Change
+11
Holders Change %
+5.91%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
53
Reduced
76
Closed
16
Calls
$975K
Puts
$771K
Net Calls
+$204K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
IECM
26
Intrinsic Edge Capital Management
Illinois
$8.85M +$3.25M +57,675 +50%
Goldman Sachs
27
Goldman Sachs
New York
$8.48M -$550K -9,770 -6%
KCM
28
Kennedy Capital Management
Missouri
$8.09M -$187K -3,327 -2%
RA
29
Royce & Associates
New York
$7.69M
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$7.69M
Citadel Advisors
31
Citadel Advisors
Florida
$7.33M +$5.09M +90,348 +170%
Bank of America
32
Bank of America
North Carolina
$7.09M +$1.17M +20,861 +18%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$6.24M +$4.25M +75,508 +162%
Morgan Stanley
34
Morgan Stanley
New York
$6.21M +$3.67M +65,118 +115%
Invesco
35
Invesco
Georgia
$6.11M -$11.1M -197,201 -62%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$5.41M +$57.8K +1,026 +1%
PPA
37
Parametric Portfolio Associates
Washington
$5.3M -$505K -8,975 -8%
Deutsche Bank
38
Deutsche Bank
Germany
$5.27M -$1.38M -24,468 -19%
TAM
39
Tocqueville Asset Management
New York
$5.27M +$780K +13,850 +16%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.96M +$851K +15,104 +18%
TA
41
Teachers Advisors
New York
$4.84M +$30.5K +542 +0.6%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$4.81M -$39.4K -700 -0.7%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.64M -$359K -6,367 -7%
QI
44
QS Investors
New York
$4.55M +$5.63K +100 +0.1%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.47M -$82.2K -1,460 -2%
TCIM
46
TIAA CREF Investment Management
New York
$4.41M -$159K -2,829 -3%
PFC
47
Phocas Financial Corp
California
$4.31M -$110K -1,945 -2%
SO
48
STRS Ohio
Ohio
$4.19M +$1.18M +21,000 +34%
GC
49
Guggenheim Capital
Illinois
$4.18M -$708K -12,572 -13%
Renaissance Technologies
50
Renaissance Technologies
New York
$3.84M +$1.21M +21,464 +40%

PLXS Hedge Fund Activity: Q4 2018 in Review

197 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2018, worth a combined $1.51B — down 17% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PLXS positions and 16 closed out — a net gain of 12 holders — while 53 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.09M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $65.8M sold.

  • 197 institutional investors held Plexus (PLXS) as of Q4 2018, up from 186 in Q3 2018.
  • Funds reported $1.51B of Plexus stock for Q4 2018, down 17% quarter-over-quarter.
  • 28 funds opened new Plexus positions in Q4 2018 and 16 closed out, a net change of +12 holders.
  • The largest Plexus buyer in Q4 2018 was Citadel Advisors, an estimated $5.09M added.
  • The largest Plexus seller in Q4 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2018.