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177 hedge funds and large institutions have $1.3B invested in Plexus in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,144% more call options, than puts

Call options by funds: $7.15M | Put options by funds: $575K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

6% more funds holding

Funds holding: 167177 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

7% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$105M)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
62
Reduced
67
Closed
10
Calls
$7.15M
Puts
$575K
Net Calls
+$6.58M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$134M +$3.04M +74,450 +2%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.7M -$9.65M -236,382 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.7M +$3.44M +84,283 +4%
BFA
4
BlackRock Fund Advisors
California
$75.7M -$4.17K -102 -0%
CWAM
5
Columbia Wanger Asset Management
Illinois
$51.5M
Ameriprise
6
Ameriprise
Minnesota
$48.8M -$1.25M -30,658 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$42.6M -$179K -4,391 -0.4%
RA
8
Royce & Associates
New York
$40.5M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$40.4M +$4.39M +107,580 +12%
BIT
10
BlackRock Institutional Trust
California
$36.9M +$558K +13,660 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$35.6M +$8.76M +214,631 +32%
TAM
12
Tocqueville Asset Management
New York
$35.5M -$1.4M -34,200 -4%
Fisher Asset Management
13
Fisher Asset Management
Washington
$34.9M -$505K -12,360 -1%
Northern Trust
14
Northern Trust
Illinois
$34.1M -$185K -4,524 -0.5%
MCM
15
Munder Capital Management
Michigan
$34M -$7.54M -184,727 -18%
State Street
16
State Street
Massachusetts
$26.4M -$561K -13,741 -2%
KCM
17
Kennedy Capital Management
Missouri
$22.4M -$2.32M -56,817 -9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22M -$1.39M -34,028 -6%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4M -$77.8K -1,906 -0.4%
CIP
20
Chartwell Investment Partners
Pennsylvania
$17.2M -$347K -8,500 -2%
GAM
21
Gotham Asset Management
New York
$13.5M +$5.44M +133,129 +65%
Norges Bank
22
Norges Bank
Norway
$13.1M
LCP
23
Lombardia Capital Partners
California
$12.6M -$110K -2,695 -0.8%
RFC
24
Russell Frank Company
Washington
$12.3M +$3.26M +79,801 +39%
Wells Fargo
25
Wells Fargo
California
$11.9M +$56.9K +1,393 +0.5%

PLXS Hedge Fund Activity: Q1 2014 in Review

177 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2014, worth a combined $1.3B — down 7.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PLXS positions and 10 closed out — a net gain of 11 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $8.76M. The largest seller was VOYA Investment Management, cutting an estimated $10.1M.

  • 177 institutional investors held Plexus (PLXS) as of Q1 2014, up from 167 in Q4 2013.
  • Funds reported $1.3B of Plexus stock for Q1 2014, down 7.5% quarter-over-quarter.
  • 21 funds opened new Plexus positions in Q1 2014 and 10 closed out, a net change of +11 holders.
  • The largest Plexus buyer in Q1 2014 was Victory Capital Management, an estimated $8.76M added.
  • The largest Plexus seller in Q1 2014 was VOYA Investment Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2014.