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173 hedge funds and large institutions have $1.66B invested in Plexus in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 93.59%94.29% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.76B → $1.66B (-$106M)

6% less funds holding

Funds holding: 185173 (-12)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
65
Closed
24
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$551K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$18K
RCAG
152
Rehmann Capital Advisory Group
Michigan
$17.5K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$15K
BG
154
Bollard Group
Massachusetts
$14K
TWA
155
TCI Wealth Advisors
Arizona
$12K
WAS
156
Winch Advisory Services
Wisconsin
$12K
WEC
157
Winslow Evans & Crocker
Massachusetts
$12K
MAM
158
Meeder Asset Management
Ohio
$12K +$11.5K +200 New
FCA
159
FinTrust Capital Advisors
South Carolina
$7K
GAM
160
Gemmer Asset Management
California
$7K
PA
161
Parallel Advisors
California
$7K
PCG
162
Private Capital Group
Connecticut
$3K -$115 -2 -3%
CFGS
163
Concourse Financial Group Securities
Alabama
$3K
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$3K
VNA
165
Valley National Advisers
Pennsylvania
$3K
PCP
166
Proficio Capital Partners
Massachusetts
$3K +$2.88K +50 New
TFO
167
Tarbox Family Office
California
$3K +$3K +52 New
QCG
168
Quadrant Capital Group
Ohio
$2K -$53.6K -929 -94%
BCA
169
Berman Capital Advisors
Georgia
$2K
Federated Hermes
170
Federated Hermes
Pennsylvania
$1K -$4.22M -73,125 -100%
HGWM
171
Harvest Group Wealth Management
Massachusetts
$1K
GT
172
Glenmede Trust
Pennsylvania
$5
DIA
173
Dean Investment Associates
Ohio
-$2.65M -43,425 Closed
RA
174
Royce & Associates
New York
-$2.27M -37,193 Closed
VIA
175
Vident Investment Advisory
Georgia
-$1.48M -24,332 Closed

PLXS Hedge Fund Activity: Q2 2019 in Review

173 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2019, worth a combined $1.66B — down 6% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLXS and 16 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 46 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $13.7M. The largest seller was Fidelity Investments, cutting an estimated $33.2M.

  • 173 institutional investors held Plexus (PLXS) as of Q2 2019, down from 185 in Q1 2019.
  • Funds reported $1.66B of Plexus stock for Q2 2019, down 6% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q2 2019 and 24 closed out, a net change of -8 holders.
  • The largest Plexus buyer in Q2 2019 was Massachusetts Financial Services, an estimated $13.7M added.
  • The largest Plexus seller in Q2 2019 was Fidelity Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2019.