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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
KBC Group
201
KBC Group
Belgium
$69K -$139K -1,436 -66%
UFF
202
USA Financial Formulas
Michigan
$56.1K
HI
203
Harbour Investments
Wisconsin
$37.2K
HNB
204
Huntington National Bank
Ohio
$33.8K +$484 +5 +1%
BC
205
Bartlett & Co
Ohio
$31K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$30.7K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$30.3K
CA
208
Clearstead Advisors
Ohio
$23.2K +$24.2K +250 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$23K +$678 +7 +3%
BG
210
Bollard Group
Massachusetts
$22K
Nomura Asset Management
211
Nomura Asset Management
Japan
$20.5K
WAS
212
Winch Advisory Services
Wisconsin
$19K
PA
213
Parallel Advisors
California
$18.8K +$6.3K +65 +47%
BTI
214
Blue Trust Inc
Georgia
$14K -$1.07K -11 -7%
EWA
215
EverSource Wealth Advisors
Alabama
$13.3K -$3.97K -41 -22%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$8.93K +$775 +8 +9%
VCM
217
Versant Capital Management
Arizona
$7.53K
Bessemer Group
218
Bessemer Group
New Jersey
$7K
HWA
219
HHM Wealth Advisors
Tennessee
$5.58K
VNA
220
Valley National Advisers
Pennsylvania
$5K
BF
221
BOK Financial
Oklahoma
$4.13K +$4.07K +42 New
DA
222
Denali Advisors
California
$3.72K +$581 +6 +18%
CFGS
223
Concourse Financial Group Securities
Alabama
$3.35K -$1.16K -12 -25%
LC
224
Lindbrook Capital
California
$3.16K +$1.94K +20 +143%
CWC
225
Carolinas Wealth Consulting
North Carolina
$2.85K

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.