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190 hedge funds and large institutions have $1.89B invested in Plexus in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $1.88M

1.04% more ownership

Funds ownership: 95.23%96.26% (+1%)

1% less capital invested

Capital invested by funds: $1.92B → $1.89B (-$26.1M)

9% less funds holding

Funds holding: 208190 (-18)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
190
Holders Change
-18
Holders Change %
-8.65%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
49
Reduced
80
Closed
31
Calls
$4.68M
Puts
$1.88M
Net Calls
+$2.81M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$9K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$9K +$239 +4 +3%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$8K -$27.1K -455 -77%
GAM
179
Gemmer Asset Management
California
$7K
PA
180
Parallel Advisors
California
$7K
IA
181
IFP Advisors
Florida
$5K
VNA
182
Valley National Advisers
Pennsylvania
$3K
PCG
183
Private Capital Group
Connecticut
$3K +$1.85K +31 +115%
QCG
184
Quadrant Capital Group
Ohio
$2K
JA
185
JOYN Advisors
Georgia
$1K -$239 -4 -15%
FGAM
186
Financial Gravity Asset Management
Texas
$1K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1K
SMG
188
Spectrum Management Group
Indiana
$1K
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$1K +$597 +10 New
VNIM
190
Vaughan Nelson Investment Management
Texas
-$33M -551,779 Closed
CC
191
Carlson Capital
Texas
-$6.83M -114,354 Closed
Natixis Advisors
192
Natixis Advisors
Massachusetts
-$3.16M -52,872 Closed
LG
193
Leuthold Group
Minnesota
-$2.65M -44,330 Closed
First Trust Advisors
194
First Trust Advisors
Illinois
-$1.86M -31,167 Closed
Jennison Associates
195
Jennison Associates
New York
-$910K -15,242 Closed
SCM
196
Sterling Capital Management
North Carolina
-$823K -13,779 Closed
BCM
197
BlueCrest Capital Management
Jersey
-$604K -10,117 Closed
BGIM
198
Brandywine Global Investment Management
Pennsylvania
-$589K -9,852 Closed
MWNA
199
Marshall Wace North America
New York
-$586K -9,817 Closed
SGI
200
Summit Global Investments
Utah
-$520K -8,700 Closed

PLXS Hedge Fund Activity: Q2 2018 in Review

190 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2018, worth a combined $1.89B — down 1.4% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PLXS and 16 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 49 added.

The largest buyer was Victory Capital Management, adding an estimated $19.7M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $33M sold.

  • 190 institutional investors held Plexus (PLXS) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $1.89B of Plexus stock for Q2 2018, down 1.4% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q2 2018 and 31 closed out, a net change of -15 holders.
  • The largest Plexus buyer in Q2 2018 was Victory Capital Management, an estimated $19.7M added.
  • The largest Plexus seller in Q2 2018 was Vaughan Nelson Investment Management, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2018.