Plexus
PLXS
167 hedge funds and large institutions have $1.11B invested in Plexus in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.
3,741% more call options, than puts
Call options by funds: $3.73M | Put options by funds: $97K
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 175 → 167 (-8)
11% less capital invested
Capital invested by funds: $1.25B → $1.11B (-$136M)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$24.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.45M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.93M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.34M |
| 5 |
Morgan Stanley
New York
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$17M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$9.73M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$5.01M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$4.67M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$4.41M |
PLXS Hedge Fund Activity: Q4 2015 in Review
167 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2015, worth a combined $1.11B — down 11% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of PLXS and 17 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 65 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $24.7M. The largest seller was Alyeska Investment Group, cutting an estimated $17M.
- 167 institutional investors held Plexus (PLXS) as of Q4 2015, down from 175 in Q3 2015.
- Funds reported $1.11B of Plexus stock for Q4 2015, down 11% quarter-over-quarter.
- 17 funds opened new Plexus positions in Q4 2015 and 24 closed out, a net change of -7 holders.
- The largest Plexus buyer in Q4 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $24.7M added.
- The largest Plexus seller in Q4 2015 was Alyeska Investment Group, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2015.