Plexus
PLXS
238 hedge funds and large institutions have $2.53B invested in Plexus in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 97 reducing their positions, and 23 closing their positions.
4,892% more call options, than puts
Call options by funds: $2.45M | Put options by funds: $49K
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
1% more capital invested
Capital invested by funds: $2.51B → $2.53B (+$21.5M)
0% more funds holding
Funds holding: 238 → 238 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.1% less ownership
Funds ownership: 93.22% → 93.12% (-0.1%)
26% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$26.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$15.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.7M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$9.38M |
| 5 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$6.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$18.7M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$18.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$16.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.3M |
PLXS Hedge Fund Activity: Q2 2023 in Review
238 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2023, worth a combined $2.53B — up 0.86% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PLXS positions and 23 closed out — a net gain of 1 holder — while 72 added to existing stakes and 97 trimmed.
The largest buyer was Boston Trust Walden, opening a new position worth an estimated $26.4M. The largest seller was EARNEST Partners, cutting an estimated $18.7M.
- 238 institutional investors held Plexus (PLXS) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.53B of Plexus stock for Q2 2023, up 0.86% quarter-over-quarter.
- 24 funds opened new Plexus positions in Q2 2023 and 23 closed out, a net change of +1 holder.
- The largest Plexus buyer in Q2 2023 was Boston Trust Walden, an estimated $26.4M added.
- The largest Plexus seller in Q2 2023 was EARNEST Partners, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2023.