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227 hedge funds and large institutions have $1.95B invested in Plexus in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

17% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $3.93M

16% more funds holding

Funds holding: 196227 (+31)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.96B → $1.95B (-$11.2M)

0.77% less ownership

Funds ownership: 95.16%94.39% (-0.77%)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
227
Holders Change
+31
Holders Change %
+15.82%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
63
Reduced
83
Closed
14
Calls
$4.59M
Puts
$3.93M
Net Calls
+$664K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$14K +$440 +6 +3%
WEC
202
Winslow Evans & Crocker
Massachusetts
$13K
TWA
203
TCI Wealth Advisors
Arizona
$10K
CFGS
204
Concourse Financial Group Securities
Alabama
$10K +$10.3K +140 New
AAM
205
Advisors Asset Management
Colorado
$10K +$10.6K +144 New
GAM
206
Gemmer Asset Management
California
$9K
PA
207
Parallel Advisors
California
$8K
QCG
208
Quadrant Capital Group
Ohio
$6K +$1.39K +19 +32%
TFO
209
Tarbox Family Office
California
$4K
VNA
210
Valley National Advisers
Pennsylvania
$4K
Fidelity Investments
211
Fidelity Investments
Massachusetts
$3K
CWC
212
Carolinas Wealth Consulting
North Carolina
$3K +$3.59K +49 New
APA
213
American Portfolios Advisors
New York
$2.9K
BCA
214
Berman Capital Advisors
Georgia
$2K -$1.25K -17 -37%
VCM
215
Versant Capital Management
Arizona
$2K -$147 -2 -6%
EI
216
Ellevest Inc
New York
$2K +$2.05K +28 New
ASN
217
Advisory Services Network
Georgia
$2K +$2.2K +30 New
Federated Hermes
218
Federated Hermes
Pennsylvania
$1K -$73 -1 -5%
CAW
219
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$1K
LC
221
Lindbrook Capital
California
$1K +$733 +10 New
BWA
222
BDO Wealth Advisors
Florida
$1K +$953 +13 New
CYG
223
Clean Yield Group
Vermont
$1K +$1.32K +18 New
PFWA
224
Paces Ferry Wealth Advisors
Georgia
$1K +$1.54K +21 New
Millennium Management
225
Millennium Management
New York
$807 +$838K +11,428 New

PLXS Hedge Fund Activity: Q3 2020 in Review

227 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2020, worth a combined $1.95B — down 0.57% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PLXS positions and 14 closed out — a net gain of 31 holders — while 63 added to existing stakes and 83 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $47.2M. The largest seller was Franklin Resources, cutting an estimated $21.8M.

  • 227 institutional investors held Plexus (PLXS) as of Q3 2020, up from 196 in Q2 2020.
  • Funds reported $1.95B of Plexus stock for Q3 2020, down 0.57% quarter-over-quarter.
  • 45 funds opened new Plexus positions in Q3 2020 and 14 closed out, a net change of +31 holders.
  • The largest Plexus buyer in Q3 2020 was EARNEST Partners, an estimated $47.2M added.
  • The largest Plexus seller in Q3 2020 was Franklin Resources, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2020.