We are live on ! Find out more

197 hedge funds and large institutions have $1.51B invested in Plexus in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

26% more call options, than puts

Call options by funds: $975K | Put options by funds: $771K

6% more funds holding

Funds holding: 186197 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.1% less ownership

Funds ownership: 96.85%94.75% (-2.1%)

17% less capital invested

Capital invested by funds: $1.83B → $1.51B (-$316M)

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

Holders
197
Holders Change
+11
Holders Change %
+5.91%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
53
Reduced
76
Closed
16
Calls
$975K
Puts
$771K
Net Calls
+$204K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
176
Quantamental Technologies
New York
$12K +$12.7K +226 New
TWA
177
TCI Wealth Advisors
Arizona
$11K
WAS
178
Winch Advisory Services
Wisconsin
$10K
UBS Group
179
UBS Group
Switzerland
$9K -$994K -17,646 -99%
GAM
180
Gemmer Asset Management
California
$6K
PA
181
Parallel Advisors
California
$6K
JA
182
JOYN Advisors
Georgia
$6K +$4.67K +83 +252%
FCA
183
FinTrust Capital Advisors
South Carolina
$6K +$6.98K +124 New
TRCT
184
Tower Research Capital (TRC)
New York
$5K -$41.6K -738 -88%
MNBTD
185
Moody National Bank Trust Division
Texas
$5K +$5.18K +92 New
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$3K -$5.63K -100 -65%
VNA
187
Valley National Advisers
Pennsylvania
$3K
PCG
188
Private Capital Group
Connecticut
$2K -$1.52K -27 -47%
QCG
189
Quadrant Capital Group
Ohio
$2K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$2K +$957 +17 +100%
BCA
191
Berman Capital Advisors
Georgia
$2K +$2.59K +46 New
IA
192
IFP Advisors
Florida
$1K -$3.44K -61 -76%
CAW
193
Cornerstone Advisors (Washington)
Washington
$1K +$563 +10 New
FGC
194
Financial Gravity Companies
Texas
$1K +$676 +12 New
AAMU
195
Amundi Asset Management US
Massachusetts
$128 +$141K +2,500 New
GT
196
Glenmede Trust
Pennsylvania
$4 +$4.84K +86 New
Barrow, Hanley, Mewhinney & Strauss
197
Barrow, Hanley, Mewhinney & Strauss
Texas
-$65.8M -1,124,933 Closed
SFM
198
Systematic Financial Management
New Jersey
-$1.32M -22,535 Closed
B
199
Barings
North Carolina
-$965K -16,500 Closed
MAG
200
Millrace Asset Group
Pennsylvania
-$778K -13,286 Closed

PLXS Hedge Fund Activity: Q4 2018 in Review

197 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2018, worth a combined $1.51B — down 17% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PLXS positions and 16 closed out — a net gain of 12 holders — while 53 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.09M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $65.8M sold.

  • 197 institutional investors held Plexus (PLXS) as of Q4 2018, up from 186 in Q3 2018.
  • Funds reported $1.51B of Plexus stock for Q4 2018, down 17% quarter-over-quarter.
  • 28 funds opened new Plexus positions in Q4 2018 and 16 closed out, a net change of +12 holders.
  • The largest Plexus buyer in Q4 2018 was Citadel Advisors, an estimated $5.09M added.
  • The largest Plexus seller in Q4 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2018.