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203 hedge funds and large institutions have $1.7B invested in Plexus in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $1.71M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

93.64% more ownership

Funds ownership: 0%93.64% (+94%)

17% more capital invested

Capital invested by funds: $1.45B → $1.7B (+$247M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 203203 (0)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
58
Reduced
81
Closed
26
Calls
$3.6M
Puts
$1.71M
Net Calls
+$1.89M
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
176
MSI Financial Services
Massachusetts
$38K
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$37K +$15.8K +320 +80%
CG
178
Cutler Group
California
$37K +$24.7K +500 +265%
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$34K
Loomis, Sayles & Company
180
Loomis, Sayles & Company
Massachusetts
$33K +$17.8K +359 +146%
PCM
181
Prelude Capital Management
New York
$27K
Parallax Volatility Advisers
182
Parallax Volatility Advisers
California
$27K +$24.5K +495 New
TRCT
183
Tower Research Capital (TRC)
New York
$24K +$21.8K +441 New
Nomura Asset Management
184
Nomura Asset Management
Japan
$24K +$22.3K +450 New
AIM
185
Acrospire Investment Management
Illinois
$17K -$113K -2,279 -88%
SWA
186
Sutton Wealth Advisors
Florida
$16.7K
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$15K
EF
188
Empirical Finance
Pennsylvania
$15K +$13.1K +264 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$13K -$11.5K -233 -48%
BG
190
Bollard Group
Massachusetts
$13K +$11.9K +240 New
DVM
191
Dreman Value Management
Florida
$12K
TWA
192
TCI Wealth Advisors
Arizona
$11K
GAM
193
Gemmer Asset Management
California
$7K
IUHSA
194
Itau Unibanco Holding S.A.
Brazil
$4K -$989 -20 -20%
IA
195
IFP Advisors
Florida
$4K
FAN
196
Financial Advisors Network
California
$3.27K +$2.97K +60 New
VNA
197
Valley National Advisers
Pennsylvania
$3K
SIC
198
Salem Investment Counselors
North Carolina
$3K +$2.57K +52 New
QCG
199
Quadrant Capital Group
Ohio
$2K
NFG
200
Next Financial Group
Texas
$1K

PLXS Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2016, worth a combined $1.7B — up 17% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PLXS positions and 26 closed out — a net gain of 2 holders — while 58 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $17.3M. The largest seller was VOYA Investment Management, cutting an estimated $24.7M.

  • 203 institutional investors held Plexus (PLXS) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $1.7B of Plexus stock for Q4 2016, up 17% quarter-over-quarter.
  • 28 funds opened new Plexus positions in Q4 2016 and 26 closed out, a net change of +2 holders.
  • The largest Plexus buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $17.3M added.
  • The largest Plexus seller in Q4 2016 was VOYA Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2016.