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200 hedge funds and large institutions have $1.79B invested in Plexus in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.21M

6% more capital invested

Capital invested by funds: $1.69B → $1.79B (+$106M)

0.29% more ownership

Funds ownership: 95.06%95.35% (+0.29%)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

3% less funds holding

Funds holding: 206200 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
71
Reduced
72
Closed
23
Calls
$1.97M
Puts
$1.21M
Net Calls
+$760K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
176
Loomis, Sayles & Company
Massachusetts
$35K +$1.16K +22 +4%
OIA
177
OneDigital Investment Advisors
Kansas
$33K
SWA
178
Sutton Wealth Advisors
Florida
$17.3K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$14K -$2.42K -46 -16%
BG
180
Bollard Group
Massachusetts
$13K
DVM
181
Dreman Value Management
Florida
$13K
Federated Hermes
182
Federated Hermes
Pennsylvania
$13K +$12.5K +237 New
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$12K +$105 +2 +0.9%
WTC
184
WhitTier Trust Company
Nevada
$12K +$11.2K +213 New
TWA
185
TCI Wealth Advisors
Arizona
$11K
WAS
186
Winch Advisory Services
Wisconsin
$11K
PA
187
Parallel Advisors
California
$10K -$579 -11 -6%
ASN
188
Advisory Services Network
Georgia
$9K
GAM
189
Gemmer Asset Management
California
$7K
PFC
190
Phocas Financial Corp
California
$5K +$115K +2,189 +2%
SEI Investments
191
SEI Investments
Pennsylvania
$4K -$1.25M -23,758 -100%
IA
192
IFP Advisors
Florida
$4K
VNA
193
Valley National Advisers
Pennsylvania
$3K
CTC
194
Central Trust Company
Missouri
$3K +$2.37K +45 New
QCG
195
Quadrant Capital Group
Ohio
$2K
NFG
196
Next Financial Group
Texas
$1K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1K
SMG
198
Spectrum Management Group
Indiana
$1K +$526 +10 New
AssetMark Inc
199
AssetMark Inc
California
$1K +$632 +12 New
PHK
200
Point72 Hong Kong
Hong Kong
$1K +$1.21K +23 New

PLXS Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2017, worth a combined $1.79B — up 6.3% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PLXS and 19 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 71 added.

The largest buyer was Franklin Resources, adding an estimated $25M. The largest seller was Victory Capital Management, cutting an estimated $26.5M.

  • 200 institutional investors held Plexus (PLXS) as of Q3 2017, down from 206 in Q2 2017.
  • Funds reported $1.79B of Plexus stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 19 funds opened new Plexus positions in Q3 2017 and 23 closed out, a net change of -4 holders.
  • The largest Plexus buyer in Q3 2017 was Franklin Resources, an estimated $25M added.
  • The largest Plexus seller in Q3 2017 was Victory Capital Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2017.