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181 hedge funds and large institutions have $1.16B invested in Plexus in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,725% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $4K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 192181 (-11)

17% less capital invested

Capital invested by funds: $1.39B → $1.16B (-$232M)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
181
Holders Change
-11
Holders Change %
-5.73%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
78
Closed
26
Calls
$1.19M
Puts
$4K
Net Calls
+$1.19M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$120M +$2.97M +73,400 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.7M +$820K +20,246 +0.9%
BFA
3
BlackRock Fund Advisors
California
$63.2M -$2.1M -51,772 -3%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.2M -$28.8M -710,839 -35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.5M +$2.01M +49,609 +5%
CWAM
6
Columbia Wanger Asset Management
Illinois
$37.3M -$6.36M -157,082 -13%
Victory Capital Management
7
Victory Capital Management
Texas
$35.9M +$2.14M +52,800 +6%
MCM
8
Munder Capital Management
Michigan
$35.3M +$2.34M +57,759 +6%
RA
9
Royce & Associates
New York
$34.3M -$3.03M -74,900 -7%
Ameriprise
10
Ameriprise
Minnesota
$33.4M -$11.8M -290,964 -24%
Fisher Asset Management
11
Fisher Asset Management
Washington
$31.8M -$248K -6,120 -0.7%
BIT
12
BlackRock Institutional Trust
California
$31.6M -$2.21M -54,473 -6%
Northern Trust
13
Northern Trust
Illinois
$30.1M +$1M +24,731 +3%
TAM
14
Tocqueville Asset Management
New York
$29M
VOYA Investment Management
15
VOYA Investment Management
Georgia
$26.1M +$20M +494,603 +233%
State Street
16
State Street
Massachusetts
$23.4M -$493K -12,184 -2%
KCM
17
Kennedy Capital Management
Missouri
$22M +$4.87M +120,289 +25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20M -$279K -6,879 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$19.7M -$7.61M -187,930 -26%
CIP
20
Chartwell Investment Partners
Pennsylvania
$16.7M -$845K -20,865 -4%
RFC
21
Russell Frank Company
Washington
$14.7M +$3.8M +93,899 +31%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.1M -$70.9K -1,751 -0.5%
TA
23
Teachers Advisors
New York
$12.7M +$1.87M +46,200 +16%
CC
24
Carlson Capital
Texas
$12.5M +$13.7M +338,600 New
Norges Bank
25
Norges Bank
Norway
$12.3M -$13M -321,718 -49%

PLXS Hedge Fund Activity: Q3 2014 in Review

181 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2014, worth a combined $1.16B — down 17% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PLXS and 16 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 57 added.

The largest buyer was VOYA Investment Management, adding an estimated $20M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $28.8M.

  • 181 institutional investors held Plexus (PLXS) as of Q3 2014, down from 192 in Q2 2014.
  • Funds reported $1.16B of Plexus stock for Q3 2014, down 17% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q3 2014 and 26 closed out, a net change of -10 holders.
  • The largest Plexus buyer in Q3 2014 was VOYA Investment Management, an estimated $20M added.
  • The largest Plexus seller in Q3 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2014.