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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
CTA
76
Carillon Tower Advisers
Florida
$1.67M -$22.5K -400 -1%
CS
77
Credit Suisse
Switzerland
$1.64M +$453K +8,037 +33%
US Bancorp
78
US Bancorp
Minnesota
$1.55M -$7.83K -139 -0.5%
UBS AM
79
UBS AM
Illinois
$1.5M +$58.3K +1,036 +4%
Public Sector Pension Investment Board (PSP Investments)
80
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.44M +$332K +5,900 +26%
O
81
OppenheimerFunds
New York
$1.4M -$104K -1,855 -6%
DCM
82
Dean Capital Management
Kansas
$1.39M -$836K -14,840 -35%
ERSOT
83
Employees Retirement System of Texas
Texas
$1.38M
VIA
84
Vident Investment Advisory
Georgia
$1.27M -$196K -3,489 -12%
AIG
85
American International Group
New York
$1.24M -$50K -887 -4%
GCP
86
GSA Capital Partners
United Kingdom
$1.21M +$684K +12,146 +106%
CSS
87
Cubist Systematic Strategies
Connecticut
$1.18M +$1.3M +23,171 New
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$1.12M +$1.03M +18,231 +497%
Citigroup
89
Citigroup
New York
$1.08M +$869K +15,423 +267%
TPSF
90
Texas Permanent School Fund
Texas
$1.05M +$17.4K +309 +2%
First Manhattan
91
First Manhattan
New York
$1.04M
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.03M +$41.4K +735 +4%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$991K -$113K -2,015 -9%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$945K -$115K -2,035 -10%
IP
95
Isthmus Partners
Wisconsin
$939K +$111K +1,976 +12%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$933K +$1.03M +18,274 New
FQ
97
First Quadrant
California
$919K
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$863K +$139K +2,461 +17%
American Century Companies
99
American Century Companies
Missouri
$806K -$76.7K -1,362 -8%
Two Sigma Investments
100
Two Sigma Investments
New York
$780K +$860K +15,270 New

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.