Plexus
PLXS
196 hedge funds and large institutions have $1.96B invested in Plexus in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 30 closing their positions.
786% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $219K
24% more capital invested
Capital invested by funds: $1.59B → $1.96B (+$375M)
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding
Funds holding: 196 → 196 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.9% less ownership
Funds ownership: 99.06% → 95.16% (-3.9%)
19% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$41.5M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$23.6M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$11M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$10.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$46.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$39M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$36.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$27.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.5M |
PLXS Hedge Fund Activity: Q2 2020 in Review
196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2020, worth a combined $1.96B — up 24% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PLXS positions and 30 closed out — a net gain of 1 holder — while 58 added to existing stakes and 72 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $41.5M. The largest seller was Disciplined Growth Investors, cutting an estimated $46.6M.
- 196 institutional investors held Plexus (PLXS) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $1.96B of Plexus stock for Q2 2020, up 24% quarter-over-quarter.
- 31 funds opened new Plexus positions in Q2 2020 and 30 closed out, a net change of +1 holder.
- The largest Plexus buyer in Q2 2020 was EARNEST Partners, an estimated $41.5M added.
- The largest Plexus seller in Q2 2020 was Disciplined Growth Investors, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2020.