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206 hedge funds and large institutions have $1.69B invested in Plexus in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $526K

0.3% more ownership

Funds ownership: 94.76%95.06% (+0.3%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

3% less funds holding

Funds holding: 213206 (-7)

9% less capital invested

Capital invested by funds: $1.85B → $1.69B (-$160M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
74
Reduced
76
Closed
28
Calls
$1.09M
Puts
$526K
Net Calls
+$567K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$63K +$29.3K +552 +86%
LIA
177
LS Investment Advisors
Michigan
$62K
IR
178
Invictus RG
Bermuda
$59K -$230K -4,332 -80%
MAM
179
Meeder Asset Management
Ohio
$57K +$57.1K +1,078 New
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$56K +$10K +189 +22%
CG
181
Cutler Group
California
$47K -$5.46K -103 -10%
Fuller & Thaler Asset Management
182
Fuller & Thaler Asset Management
California
$47K
VCM
183
Versant Capital Management
Arizona
$45K +$7.16K +135 +18%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$40K +$3.07K +58 +8%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$32K -$1.43K -27 -4%
OIA
186
OneDigital Investment Advisors
Kansas
$31K +$31.3K +590 New
PG
187
PEAK6 Group
Illinois
$30K +$30K +566 New
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$29K +$28.9K +546 New
AIM
189
Acrospire Investment Management
Illinois
$27K -$53.2K -1,004 -66%
SWA
190
Sutton Wealth Advisors
Florida
$16.2K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$16K +$2.44K +46 +18%
PCM
192
Prelude Capital Management
New York
$16K +$10.6K +200 +200%
BG
193
Bollard Group
Massachusetts
$13K
DVM
194
Dreman Value Management
Florida
$12K +$12.3K +232 New
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$11K -$3.39K -64 -23%
TWA
196
TCI Wealth Advisors
Arizona
$11K
WAS
197
Winch Advisory Services
Wisconsin
$11K +$10.6K +200 New
PA
198
Parallel Advisors
California
$9K +$318 +6 +4%
ASN
199
Advisory Services Network
Georgia
$8K +$8.53K +161 New
GAM
200
Gemmer Asset Management
California
$6K

PLXS Hedge Fund Activity: Q2 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2017, worth a combined $1.69B — down 8.7% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PLXS and 23 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was Fidelity Investments, adding an estimated $49.8M. The largest seller was Victory Capital Management, cutting an estimated $31.5M.

  • 206 institutional investors held Plexus (PLXS) as of Q2 2017, down from 213 in Q1 2017.
  • Funds reported $1.69B of Plexus stock for Q2 2017, down 8.7% quarter-over-quarter.
  • 23 funds opened new Plexus positions in Q2 2017 and 28 closed out, a net change of -5 holders.
  • The largest Plexus buyer in Q2 2017 was Fidelity Investments, an estimated $49.8M added.
  • The largest Plexus seller in Q2 2017 was Victory Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2017.