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Plexus
PLXS

167 hedge funds and large institutions have $1.41B invested in Plexus in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

587% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.09M

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $1.19B → $1.41B (+$219M)

4% more funds holding

Funds holding: 161 → 167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
58
Reduced
65
Closed
13
Calls
$14.4M
Puts
$2.09M
Net Calls
+$12.3M
Net Calls Change
+$8.21M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$13.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.88M
3
GAM
Gotham Asset Management
New York
+$6.63M
4
MCM
Munder Capital Management
Michigan
+$4.5M
5
HSA
Hussman Strategic Advisors
Maryland
+$3.96M

Top Sellers

1
WC
Walthausen & Co
New York
-$9.85M
2
KCM
Kennedy Capital Management
Missouri
-$7.37M
3
TC
TFS Capital
Pennsylvania
-$4.33M
4
TAM
Tocqueville Asset Management
New York
-$4.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$142M +$1.57M +39,600 +1%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M -$1.52M -38,410 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$92.2M +$3.5M +88,346 +4%
BFA
4
BlackRock Fund Advisors
California
$81.7M +$2M +50,421 +3%
CWAM
5
Columbia Wanger Asset Management
Illinois
$55.6M – – –
Ameriprise
6
Ameriprise
Minnesota
$54.1M -$1.59M -40,008 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$46.3M +$6.88M +173,537 +19%
MCM
8
Munder Capital Management
Michigan
$44.7M +$4.5M +113,577 +12%
RA
9
Royce & Associates
New York
$43.8M -$1.56M -39,400 -4%
TAM
10
Tocqueville Asset Management
New York
$39.8M -$4.09M -103,200 -10%
BIT
11
BlackRock Institutional Trust
California
$39.3M -$119K -3,008 -0.3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$39M +$3.09M +77,878 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$38.3M -$978K -24,675 -3%
Northern Trust
14
Northern Trust
Illinois
$37M -$79.3K -2,001 -0.2%
Victory Capital Management
15
Victory Capital Management
Texas
$29.2M +$13.6M +344,371 +105%
State Street
16
State Street
Massachusetts
$29.1M -$455K -11,470 -2%
KCM
17
Kennedy Capital Management
Missouri
$26.6M -$7.37M -185,936 -23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.3M -$1.92M -48,488 -8%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$21M +$168K +4,234 +0.9%
CIP
20
Chartwell Investment Partners
Pennsylvania
$18.9M -$570K -14,375 -3%
KG
21
Killen Group
Pennsylvania
$18.3M +$210K +5,300 +1%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$14.9M -$1.72M -43,447 -11%
Norges Bank
23
Norges Bank
Norway
$14.2M – – –
LCP
24
Lombardia Capital Partners
California
$13.7M -$248K -6,268 -2%
Wells Fargo
25
Wells Fargo
California
$12.8M -$63K -1,589 -0.5%
1
2 3 4 5

PLXS Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2013, worth a combined $1.41B — up 18% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PLXS positions and 13 closed out — a net gain of 6 holders — while 58 added to existing stakes and 65 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $13.6M. The largest seller was Walthausen & Co, exiting entirely with an estimated $9.85M sold.

  • 167 institutional investors held Plexus (PLXS) as of Q4 2013, up from 161 in Q3 2013.
  • Funds reported $1.41B of Plexus stock for Q4 2013, up 18% quarter-over-quarter.
  • 19 funds opened new Plexus positions in Q4 2013 and 13 closed out, a net change of +6 holders.
  • The largest Plexus buyer in Q4 2013 was Victory Capital Management, an estimated $13.6M added.
  • The largest Plexus seller in Q4 2013 was Walthausen & Co, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2013.