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242 hedge funds and large institutions have $2.4B invested in Plexus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,532% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $139K

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 238242 (+4)

0.57% more ownership

Funds ownership: 93.12%93.69% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

5% less capital invested

Capital invested by funds: $2.53B → $2.4B (-$134M)

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
78
Reduced
83
Closed
25
Calls
$10.6M
Puts
$139K
Net Calls
+$10.5M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Premier Fund Managers
United Kingdom
$254K +$263K +2,714 New
AIP
177
Ameritas Investment Partners
Nebraska
$254K +$51.5K +532 +24%
MNBTD
178
Moody National Bank Trust Division
Texas
$242K +$252K +2,598 New
XT
179
XTX Topco
Cayman Islands
$241K -$49.2K -508 -16%
WANY
180
Wealthspire Advisors (New York)
New York
$235K +$245K +2,528 New
SFS
181
Security Financial Services
Indiana
$232K
CCIA
182
Campbell & Co Investment Adviser
Maryland
$228K +$237K +2,449 New
HighTower Advisors
183
HighTower Advisors
Illinois
$227K +$1.65K +17 +0.7%
Creative Planning
184
Creative Planning
Kansas
$227K +$236K +2,436 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$225K +$47.8K +493 +26%
GIA
186
Guyasuta Investment Advisors
Pennsylvania
$224K
Capstone Investment Advisors
187
Capstone Investment Advisors
New York
$223K +$232K +2,395 New
LPT
188
Legacy Private Trust
Wisconsin
$217K
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$210K +$219K +2,256 New
GHA
190
GW Henssler & Associates
Georgia
$204K +$213K +2,196 New
ACM
191
Aquatic Capital Management
Illinois
$195K +$155K +1,600 +320%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$152K
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$147K +$6.59K +68 +5%
S
194
SignatureFD
Georgia
$133K +$8.72K +90 +7%
TRCT
195
Tower Research Capital (TRC)
New York
$127K -$30.7K -317 -19%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$125K +$11.1K +115 +9%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K
QCG
198
Quadrant Capital Group
Ohio
$121K +$13.4K +138 +12%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$93.5K -$56.8K -586 -37%
AWM
200
Avior Wealth Management
Nebraska
$91.5K +$95.3K +984 New

PLXS Hedge Fund Activity: Q3 2023 in Review

242 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2023, worth a combined $2.4B — down 5.3% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 25 closed out — a net gain of 6 holders — while 78 added to existing stakes and 83 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $17.4M. The largest seller was William Blair Investment Management, cutting an estimated $18.8M.

  • 242 institutional investors held Plexus (PLXS) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $2.4B of Plexus stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q3 2023 and 25 closed out, a net change of +6 holders.
  • The largest Plexus buyer in Q3 2023 was Segall Bryant & Hamill, an estimated $17.4M added.
  • The largest Plexus seller in Q3 2023 was William Blair Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2023.