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Plexus
PLXS

161 hedge funds and large institutions have $1.19B invested in Plexus in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $1.19M

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $954M → $1.19B (+$234M)

7% more funds holding

Funds holding: 151 → 161 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
61
Closed
7
Calls
$5.26M
Puts
$1.19M
Net Calls
+$4.07M
Net Calls Change
+$3.31M

Top Buyers

1
OAM
Origin Asset Management
United Kingdom
+$7.22M
2
NAM
Netols Asset Management
Wisconsin
+$6.77M
3
PAM
Panagora Asset Management
Massachusetts
+$4.96M
4
BFA
BlackRock Fund Advisors
California
+$4.53M
5
KCM
Kennedy Capital Management
Missouri
+$3.84M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$14.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.8M
3
Ameriprise
Ameriprise
Minnesota
-$9.81M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$9.8M
5
WC
Walthausen & Co
New York
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$120M +$148K +4,348 +0.1%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.3M -$810K -23,798 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76M +$379K +11,135 +0.5%
BFA
4
BlackRock Fund Advisors
California
$68.3M +$4.53M +133,275 +8%
Ameriprise
5
Ameriprise
Minnesota
$48M -$9.81M -288,353 -18%
CWAM
6
Columbia Wanger Asset Management
Illinois
$47.8M -$851K -25,000 -2%
RA
7
Royce & Associates
New York
$39.1M -$646K -19,000 -2%
TAM
8
Tocqueville Asset Management
New York
$38M -$316K -9,300 -0.9%
MCM
9
Munder Capital Management
Michigan
$34.2M +$1.89M +55,443 +6%
BIT
10
BlackRock Institutional Trust
California
$33.9M -$1.13M -33,117 -4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$33.8M -$145K -4,270 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$33.3M -$10.8M -317,991 -26%
Northern Trust
13
Northern Trust
Illinois
$31.8M +$195K +5,740 +0.7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$30.6M +$3.58M +105,154 +15%
KCM
15
Kennedy Capital Management
Missouri
$29.7M +$3.84M +112,828 +16%
State Street
16
State Street
Massachusetts
$25.4M -$298K -8,765 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.5M +$3.08M +90,496 +17%
Ohio Public Employees Retirement System (OPERS)
18
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9M +$3.19M +93,627 +24%
CIP
19
Chartwell Investment Partners
Pennsylvania
$16.8M +$2.08M +61,150 +16%
KG
20
Killen Group
Pennsylvania
$15.6M -$1.34M -39,519 -9%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$14.4M -$9.8M -287,975 -43%
Victory Capital Management
22
Victory Capital Management
Texas
$12.2M +$11.2M +329,150 New
Norges Bank
23
Norges Bank
Norway
$12.2M – – –
LCP
24
Lombardia Capital Partners
California
$12M -$299K -8,778 -3%
Wells Fargo
25
Wells Fargo
California
$11.1M +$139K +4,092 +1%
1
2 3 4 5

PLXS Hedge Fund Activity: Q3 2013 in Review

161 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2013, worth a combined $1.19B — up 25% from $954M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PLXS positions and 7 closed out — a net gain of 12 holders — while 56 added to existing stakes and 61 trimmed.

The largest buyer was Origin Asset Management, opening a new position worth an estimated $7.22M. The largest seller was Citadel Advisors, cutting an estimated $14.4M.

  • 161 institutional investors held Plexus (PLXS) as of Q3 2013, up from 151 in Q2 2013.
  • Funds reported $1.19B of Plexus stock for Q3 2013, up 25% quarter-over-quarter.
  • 19 funds opened new Plexus positions in Q3 2013 and 7 closed out, a net change of +12 holders.
  • The largest Plexus buyer in Q3 2013 was Origin Asset Management, an estimated $7.22M added.
  • The largest Plexus seller in Q3 2013 was Citadel Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2013.