Plexus
PLXS
216 hedge funds and large institutions have $2.23B invested in Plexus in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 87 reducing their positions, and 31 closing their positions.
53% more call options, than puts
Call options by funds: $1.49M | Put options by funds: $973K
1.99% more ownership
Funds ownership: 95.13% → 97.12% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 226 → 216 (-10)
13% less capital invested
Capital invested by funds: $2.55B → $2.23B (-$321M)
25% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 87
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$40.2M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$26.8M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$12.4M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$12.3M |
| 5 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$6.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$6.3M |
| 2 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$5.75M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.96M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.95M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$3.53M |
PLXS Hedge Fund Activity: Q1 2022 in Review
216 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2022, worth a combined $2.23B — down 13% from $2.55B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PLXS and 23 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 65 added.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $40.2M. The largest seller was Silvercrest Asset Management, cutting an estimated $6.3M.
- 216 institutional investors held Plexus (PLXS) as of Q1 2022, down from 226 in Q4 2021.
- Funds reported $2.23B of Plexus stock for Q1 2022, down 13% quarter-over-quarter.
- 23 funds opened new Plexus positions in Q1 2022 and 31 closed out, a net change of -8 holders.
- The largest Plexus buyer in Q1 2022 was William Blair Investment Management, an estimated $40.2M added.
- The largest Plexus seller in Q1 2022 was Silvercrest Asset Management, an estimated $6.3M sold.
Based on aggregated 13F filings for Q1 2022.