We are live on ! Find out more
PLXS icon

Plexus
PLXS

205 hedge funds and large institutions have $1.98B invested in Plexus in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

966% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $260K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $1.79B → $1.98B (+$185M)

3% more funds holding

Funds holding: 200 → 205 (+5)

1.4% more ownership

Funds ownership: 95.35% → 96.75% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

43% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 91

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
52
Reduced
91
Closed
21
Calls
$2.77M
Puts
$260K
Net Calls
+$2.51M
Net Calls Change
+$1.75M

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$53.3M
2
Franklin Resources
Franklin Resources
California
+$29.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.7M
4
BlackRock
BlackRock
New York
+$6.51M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$3.42M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.98M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.78M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$5.16M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$4.15M
5
PAM
Panagora Asset Management
Massachusetts
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
176
Delpha Capital Management
New York
$38K +$37.9K +625 New
Loomis, Sayles & Company
177
Loomis, Sayles & Company
Massachusetts
$36K -$1.94K -32 -5%
OIA
178
OneDigital Investment Advisors
Kansas
$36K – – –
SWM
179
SeaCrest Wealth Management
New York
$30K +$30.3K +500 New
PWM
180
Paulson Wealth Management
Illinois
$28K +$27.9K +461 New
SWA
181
Sutton Wealth Advisors
Florida
$18.8K – – –
BL
182
Balentine LLC
Georgia
$17K +$17K +280 New
BG
183
Bollard Group
Massachusetts
$15K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$15K – – –
DVM
185
Dreman Value Management
Florida
$14K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$13K – – –
WTC
187
WhitTier Trust Company
Nevada
$13K – – –
TWA
188
TCI Wealth Advisors
Arizona
$12K – – –
WAS
189
Winch Advisory Services
Wisconsin
$12K – – –
STA
190
Summit Trail Advisors
New York
$11K +$11.5K +190 New
ASN
191
Advisory Services Network
Georgia
$10K – – –
PA
192
Parallel Advisors
California
$10K – – –
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$10K +$10K +165 New
GAM
194
Gemmer Asset Management
California
$7K – – –
FMA
195
FNY Managed Accounts
New York
$5K -$41.3K -682 -89%
IA
196
IFP Advisors
Florida
$5K – – –
GFP
197
Gryphon Financial Partners
Ohio
$5K +$4.97K +82 New
SEI Investments
198
SEI Investments
Pennsylvania
$4K – – –
QCG
199
Quadrant Capital Group
Ohio
$3K – – –
VNA
200
Valley National Advisers
Pennsylvania
$3K – – –
6 7
8
9 10

PLXS Hedge Fund Activity: Q4 2017 in Review

205 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2017, worth a combined $1.98B — up 10% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PLXS positions and 21 closed out — a net gain of 5 holders — while 52 added to existing stakes and 91 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $53.3M. The largest seller was Goldman Sachs, cutting an estimated $7.98M.

  • 205 institutional investors held Plexus (PLXS) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $1.98B of Plexus stock for Q4 2017, up 10% quarter-over-quarter.
  • 26 funds opened new Plexus positions in Q4 2017 and 21 closed out, a net change of +5 holders.
  • The largest Plexus buyer in Q4 2017 was Silvercrest Asset Management, an estimated $53.3M added.
  • The largest Plexus seller in Q4 2017 was Goldman Sachs, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2017.