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225 hedge funds and large institutions have $2.47B invested in Plexus in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $3.3M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $2.12B → $2.47B (+$346M)

0% more funds holding

Funds holding: 224225 (+1)

0.77% less ownership

Funds ownership: 94.08%93.31% (-0.77%)

41% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 102

Holders
225
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
60
Reduced
102
Closed
22
Calls
$3.3M
Puts
$1.05M
Net Calls
+$2.25M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$14.1M +$220K +2,600 +2%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$14.1M -$965K -11,378 -7%
KCM
28
Kennedy Capital Management
Missouri
$12.9M -$81.8K -965 -0.7%
N
29
Nuveen
North Carolina
$12.5M -$256K -3,021 -2%
Wells Fargo
30
Wells Fargo
California
$11.4M -$1.63M -19,168 -13%
Bank of America
31
Bank of America
North Carolina
$11M +$2.27M +26,826 +29%
SI
32
Scout Investments
Missouri
$10.3M +$1.79M +21,150 +23%
TA
33
Tamarack Advisers
California
$10.1M +$848K +10,000 +10%
Legal & General Group
34
Legal & General Group
United Kingdom
$9.64M -$19.3K -228 -0.2%
PPA
35
Parametric Portfolio Associates
Washington
$9.6M -$139K -1,634 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
$8.75M +$1.55M +18,273 +24%
Goldman Sachs
37
Goldman Sachs
New York
$8.13M -$8.12M -95,783 -52%
GC
38
Guggenheim Capital
Illinois
$8.13M -$1.98M -23,331 -21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$8.08M +$62.9K +742 +0.9%
MPI
40
Mairs & Power Inc
Minnesota
$7.97M +$2.32M +27,303 +46%
Morgan Stanley
41
Morgan Stanley
New York
$7.75M -$6.75M -79,614 -49%
TAM
42
Tocqueville Asset Management
New York
$6.66M
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$6.13M -$543K -6,400 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$6.07M
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$5.85M -$2.46M -29,055 -31%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$5.66M +$2.08M +24,500 +66%
PAM
47
Panagora Asset Management
Massachusetts
$5.62M -$18.7K -221 -0.4%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.46M -$367K -4,330 -7%
PFC
49
Phocas Financial Corp
California
$5.38M -$185K -2,183 -4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.38M -$780K -9,194 -14%

PLXS Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2021, worth a combined $2.47B — up 16% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PLXS positions and 22 closed out — a net gain of 4 holders — while 60 added to existing stakes and 102 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $20.8M. The largest seller was Disciplined Growth Investors, cutting an estimated $18.3M.

  • 225 institutional investors held Plexus (PLXS) as of Q1 2021, up from 224 in Q4 2020.
  • Funds reported $2.47B of Plexus stock for Q1 2021, up 16% quarter-over-quarter.
  • 26 funds opened new Plexus positions in Q1 2021 and 22 closed out, a net change of +4 holders.
  • The largest Plexus buyer in Q1 2021 was Cooke & Bieler, an estimated $20.8M added.
  • The largest Plexus seller in Q1 2021 was Disciplined Growth Investors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.