We are live on ! Find out more

190 hedge funds and large institutions have $1.89B invested in Plexus in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $1.88M

1.04% more ownership

Funds ownership: 95.23%96.26% (+1%)

1% less capital invested

Capital invested by funds: $1.92B → $1.89B (-$26.1M)

9% less funds holding

Funds holding: 208190 (-18)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
190
Holders Change
-18
Holders Change %
-8.65%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
49
Reduced
80
Closed
31
Calls
$4.68M
Puts
$1.88M
Net Calls
+$2.81M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$205K +$205K +3,444 New
RCM
152
Riverhead Capital Management
Delaware
$189K
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$187K -$4.3K -72 -2%
NA
154
Neuburgh Advisers
California
$164K
AIP
155
Ameritas Investment Partners
Nebraska
$163K -$8.89K -149 -5%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$144K
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$132K -$520K -8,723 -80%
Walleye Trading
158
Walleye Trading
New York
$72K -$12.8K -215 -15%
LIA
159
LS Investment Advisors
Michigan
$58K
KBC Group
160
KBC Group
Belgium
$55K -$239 -4 -0.4%
VCM
161
Versant Capital Management
Arizona
$53K -$1.49K -25 -3%
S
162
SignatureFD
Georgia
$48K
TRCT
163
Tower Research Capital (TRC)
New York
$47K +$46.8K +784 New
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$44K -$45.5K -762 -51%
OIA
165
OneDigital Investment Advisors
Kansas
$35K
SWM
166
SeaCrest Wealth Management
New York
$30K
Citigroup
167
Citigroup
New York
$29K -$261K -4,367 -90%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$23K -$2.21K -37 -9%
SWA
169
Sutton Wealth Advisors
Florida
$18.4K
RCAG
170
Rehmann Capital Advisory Group
Michigan
$17.9K +$17.9K +300 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$15K
BG
172
Bollard Group
Massachusetts
$14K
WAS
173
Winch Advisory Services
Wisconsin
$12K
TWA
174
TCI Wealth Advisors
Arizona
$12K +$358 +6 +3%
BBHC
175
Brown Brothers Harriman & Co
New York
$12K +$11.9K +200 New

PLXS Hedge Fund Activity: Q2 2018 in Review

190 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2018, worth a combined $1.89B — down 1.4% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PLXS and 16 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 49 added.

The largest buyer was Victory Capital Management, adding an estimated $19.7M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $33M sold.

  • 190 institutional investors held Plexus (PLXS) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $1.89B of Plexus stock for Q2 2018, down 1.4% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q2 2018 and 31 closed out, a net change of -15 holders.
  • The largest Plexus buyer in Q2 2018 was Victory Capital Management, an estimated $19.7M added.
  • The largest Plexus seller in Q2 2018 was Vaughan Nelson Investment Management, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2018.