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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
BCA
51
Bernzott Capital Advisors
California
$3.97M -$2.61M -26,930 -39%
GC
52
Guggenheim Capital
Illinois
$3.61M +$337K +3,482 +10%
Fisher Asset Management
53
Fisher Asset Management
Washington
$3.55M -$18.7M -193,389 -84%
Comerica Bank
54
Comerica Bank
Texas
$3.52M +$3.67M +37,876 New
CS
55
Credit Suisse
Switzerland
$3.35M -$70K -723 -2%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.16M -$1.46M -15,108 -31%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.12M -$109K -1,121 -3%
Prudential Financial
58
Prudential Financial
New Jersey
$3.04M -$205K -2,118 -6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.98M -$1.36M -13,992 -30%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$2.96M +$2.78M +28,733 +938%
UBS AM
61
UBS AM
Illinois
$2.86M +$16K +165 +0.5%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.84M -$292K -3,015 -9%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.78M
HA
64
Homestead Advisers
Virginia
$2.67M +$262K +2,700 +10%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$2.45M +$1.28M +13,222 +101%
IP
66
Isthmus Partners
Wisconsin
$2.43M +$14K +145 +0.6%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.29M -$179K -1,843 -7%
Canada Life
68
Canada Life
Manitoba, Canada
$2.28M -$23.7K -245 -1%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$2.28M +$334K +3,450 +16%
TPSF
70
Texas Permanent School Fund
Texas
$2.17M -$97.3K -1,004 -4%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$2.11M +$1.06M +10,975 +94%
American Century Companies
72
American Century Companies
Missouri
$2.09M +$506K +5,228 +30%
Millennium Management
73
Millennium Management
New York
$2.06M +$436K +4,498 +25%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.91M +$152K +1,564 +8%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.71M -$678 -7 -0%

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.