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242 hedge funds and large institutions have $2.4B invested in Plexus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,532% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $139K

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 238242 (+4)

0.57% more ownership

Funds ownership: 93.12%93.69% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

5% less capital invested

Capital invested by funds: $2.53B → $2.4B (-$134M)

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
78
Reduced
83
Closed
25
Calls
$10.6M
Puts
$139K
Net Calls
+$10.5M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$14.2M -$811K -8,376 -5%
CIP
27
Chartwell Investment Partners
Pennsylvania
$13.4M -$610K -6,300 -4%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$13.3M +$13.8M +142,815 New
Bank of America
29
Bank of America
North Carolina
$12.1M -$1.1M -11,331 -8%
JP Morgan Chase
30
JP Morgan Chase
New York
$9.82M +$329K +3,401 +3%
MPI
31
Mairs & Power Inc
Minnesota
$9.76M +$303K +3,125 +3%
GIA
32
GHP Investment Advisors
Colorado
$7.98M -$86.8K -896 -1%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$7.91M -$82.7K -854 -1%
Goldman Sachs
34
Goldman Sachs
New York
$7.78M +$2.16M +22,321 +36%
SI
35
Scout Investments
Missouri
$7.39M -$223K -2,298 -3%
KCM
36
Kennedy Capital Management
Missouri
$7.27M +$12.1K +125 +0.2%
Legal & General Group
37
Legal & General Group
United Kingdom
$7.26M -$246K -2,544 -3%
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$7.11M -$2.51M -25,902 -25%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$6.64M -$481K -4,969 -7%
First Eagle Investment Management
40
First Eagle Investment Management
New York
$5.86M +$6.11M +63,076 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.65M +$48.4K +500 +0.8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.46M +$2.81M +29,055 +98%
PFC
43
Phocas Financial Corp
California
$5.14M -$7.36K -76 -0.1%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$5.02M -$48.4K -500 -0.9%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$4.98M +$2.01M +20,751 +63%
William Blair Investment Management
46
William Blair Investment Management
Illinois
$4.82M -$18.8M -193,580 -79%
PIM
47
Profit Investment Management
Maryland
$4.77M
Wells Fargo
48
Wells Fargo
California
$4.65M -$743K -7,668 -13%
MWM
49
Moran Wealth Management
Florida
$4.52M +$52.6K +543 +1%
SGCIA
50
Smith Graham & Co Investment Advisors
Texas
$4.32M -$40.1K -414 -0.9%

PLXS Hedge Fund Activity: Q3 2023 in Review

242 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2023, worth a combined $2.4B — down 5.3% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 25 closed out — a net gain of 6 holders — while 78 added to existing stakes and 83 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $17.4M. The largest seller was William Blair Investment Management, cutting an estimated $18.8M.

  • 242 institutional investors held Plexus (PLXS) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $2.4B of Plexus stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q3 2023 and 25 closed out, a net change of +6 holders.
  • The largest Plexus buyer in Q3 2023 was Segall Bryant & Hamill, an estimated $17.4M added.
  • The largest Plexus seller in Q3 2023 was William Blair Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2023.