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Plexus
PLXS

196 hedge funds and large institutions have $1.96B invested in Plexus in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

786% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $219K

24% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$375M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 196 → 196 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.9% less ownership

Funds ownership: 99.06% → 95.16% (-3.9%)

19% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 72

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
58
Reduced
72
Closed
30
Calls
$1.94M
Puts
$219K
Net Calls
+$1.72M
Net Calls Change
+$396K

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$41.5M
2
FMI
Fiduciary Management Inc
Wisconsin
+$23.6M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$11M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$10.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$8.24M

Top Sellers

Rank Fund Capital Flow
1
DGI
Disciplined Growth Investors
Minnesota
-$46.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$39M
3
Northern Trust
Northern Trust
Illinois
-$36.1M
4
Franklin Resources
Franklin Resources
California
-$27.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$2.25M +$150K +2,419 +9%
MPI
77
Mairs & Power Inc
Minnesota
$2.18M +$1.92M +30,950 New
Two Sigma Advisers
78
Two Sigma Advisers
New York
$2.15M -$99.3K -1,600 -5%
Renaissance Technologies
79
Renaissance Technologies
New York
$2.08M -$161K -2,600 -8%
UBS AM
80
UBS AM
Illinois
$2.04M -$201K -3,239 -10%
American Century Companies
81
American Century Companies
Missouri
$1.99M +$1.03M +16,519 +142%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.94M +$29.2K +470 +2%
MAM
83
Martingale Asset Management
Massachusetts
$1.92M +$591K +9,517 +54%
US Bancorp
84
US Bancorp
Minnesota
$1.91M -$190K -3,065 -10%
SO
85
STRS Ohio
Ohio
$1.8M +$658K +10,600 +71%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$1.8M – – –
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$1.78M +$150K +2,423 +11%
AQR Capital Management
88
AQR Capital Management
Connecticut
$1.64M -$80.3K -1,294 -5%
TPSF
89
Texas Permanent School Fund
Texas
$1.63M -$107K -1,722 -7%
UBS Group
90
UBS Group
Switzerland
$1.49M +$37.2K +599 +3%
AIG
91
American International Group
New York
$1.44M +$27.1K +436 +2%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.41M -$290K -4,673 -19%
IP
93
Isthmus Partners
Wisconsin
$1.41M +$19.2K +310 +2%
VIA
94
Vident Investment Advisory
Georgia
$1.38M -$196K -3,154 -14%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$1.34M -$303K -4,876 -20%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.33M +$240K +3,864 +26%
First Manhattan
97
First Manhattan
New York
$1.31M – – –
OAM
98
Oppenheimer Asset Management
New York
$1.19M +$1.05M +16,883 New
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.18M +$289K +4,653 +39%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M -$70.5K -1,136 -6%
2 3
4
5 6

PLXS Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2020, worth a combined $1.96B — up 24% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 30 closed out — a net gain of 1 holder — while 58 added to existing stakes and 72 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $41.5M. The largest seller was Disciplined Growth Investors, cutting an estimated $46.6M.

  • 196 institutional investors held Plexus (PLXS) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.96B of Plexus stock for Q2 2020, up 24% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q2 2020 and 30 closed out, a net change of +1 holder.
  • The largest Plexus buyer in Q2 2020 was EARNEST Partners, an estimated $41.5M added.
  • The largest Plexus seller in Q2 2020 was Disciplined Growth Investors, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2020.