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192 hedge funds and large institutions have $1.39B invested in Plexus in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,450% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $120K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

8% more funds holding

Funds holding: 177192 (+15)

7% more capital invested

Capital invested by funds: $1.3B → $1.39B (+$88.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
5.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
69
Reduced
73
Closed
5
Calls
$6.66M
Puts
$120K
Net Calls
+$6.54M
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$137M -$7.53M -180,048 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.2M +$1.28M +30,710 +1%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$87.3M -$10.3M -247,031 -11%
BFA
4
BlackRock Fund Advisors
California
$76.4M -$5.18M -123,861 -7%
Ameriprise
5
Ameriprise
Minnesota
$51.8M -$939K -22,460 -2%
CWAM
6
Columbia Wanger Asset Management
Illinois
$50.5M -$4.93M -118,000 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.1M +$410K +9,808 +1%
RA
8
Royce & Associates
New York
$43.5M -$272K -6,500 -0.6%
Victory Capital Management
9
Victory Capital Management
Texas
$39.8M +$1.32M +31,544 +4%
BIT
10
BlackRock Institutional Trust
California
$39.4M -$494K -11,820 -1%
MCM
11
Munder Capital Management
Michigan
$38.9M +$2.07M +49,449 +6%
Fisher Asset Management
12
Fisher Asset Management
Washington
$37.5M -$223K -5,325 -0.6%
Northern Trust
13
Northern Trust
Illinois
$34.2M -$2.5M -59,811 -7%
TAM
14
Tocqueville Asset Management
New York
$34M -$4.23M -101,300 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$31.3M -$14.3M -342,326 -32%
Norges Bank
16
Norges Bank
Norway
$28.4M +$13.7M +327,651 +100%
State Street
17
State Street
Massachusetts
$28M -$525K -12,563 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.7M -$81.1K -1,940 -0.4%
KCM
19
Kennedy Capital Management
Missouri
$20.6M -$3.47M -83,021 -15%
CIP
20
Chartwell Investment Partners
Pennsylvania
$20.5M +$1.88M +45,055 +11%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4M -$5.38M -128,789 -27%
LCP
22
Lombardia Capital Partners
California
$13.5M -$94.4K -2,258 -0.7%
TA
23
Teachers Advisors
New York
$12.9M +$1.89M +45,140 +18%
Wells Fargo
24
Wells Fargo
California
$12.4M -$426K -10,202 -3%
RFC
25
Russell Frank Company
Washington
$11.9M +$779K +18,638 +7%

PLXS Hedge Fund Activity: Q2 2014 in Review

192 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2014, worth a combined $1.39B — up 6.8% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLXS positions and 5 closed out — a net gain of 15 holders — while 69 added to existing stakes and 73 trimmed.

The largest buyer was Norges Bank, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $14.3M.

  • 192 institutional investors held Plexus (PLXS) as of Q2 2014, up from 177 in Q1 2014.
  • Funds reported $1.39B of Plexus stock for Q2 2014, up 6.8% quarter-over-quarter.
  • 20 funds opened new Plexus positions in Q2 2014 and 5 closed out, a net change of +15 holders.
  • The largest Plexus buyer in Q2 2014 was Norges Bank, an estimated $13.7M added.
  • The largest Plexus seller in Q2 2014 was Bank of New York Mellon, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2014.