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173 hedge funds and large institutions have $1.41B invested in Plexus in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 83 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $636K

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$108M)

5% more funds holding

Funds holding: 164173 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

37% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 83

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
52
Reduced
83
Closed
7
Calls
$2.93M
Puts
$636K
Net Calls
+$2.29M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$140M +$233K +5,263 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$110M +$4.54M +102,456 +4%
Victory Capital Management
3
Victory Capital Management
Texas
$96.5M +$270K +6,088 +0.3%
BFA
4
BlackRock Fund Advisors
California
$86.1M -$1.67M -37,622 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.2M +$6.55M +147,713 +11%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$55.2M -$306K -6,910 -0.5%
Goldman Sachs
7
Goldman Sachs
New York
$42.7M +$42.1M +949,798 +4,165%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$40.8M -$1.21M -27,346 -3%
Northern Trust
9
Northern Trust
Illinois
$38.9M +$1.6M +36,066 +4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$36.3M -$391K -8,820 -1%
BIT
11
BlackRock Institutional Trust
California
$35.6M -$2.6M -58,628 -7%
Ameriprise
12
Ameriprise
Minnesota
$32.4M -$2.84M -64,002 -8%
State Street
13
State Street
Massachusetts
$29.2M +$1.55M +34,991 +6%
TAM
14
Tocqueville Asset Management
New York
$28.7M -$426K -9,600 -1%
RA
15
Royce & Associates
New York
$25.3M -$6.23M -140,600 -20%
KCM
16
Kennedy Capital Management
Missouri
$21.9M -$5.06M -114,083 -19%
LCP
17
Lombardia Capital Partners
California
$21M -$1.22M -27,595 -5%
CIP
18
Chartwell Investment Partners
Pennsylvania
$20M -$1.15K -26 -0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.9M -$2.78M -62,648 -13%
ICOM
20
Investment Counselors of Maryland
Maryland
$18.6M +$1.75M +39,460 +10%
BA
21
BlackRock Advisors
Delaware
$16.5M +$26.7K +602 +0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.4M -$13.2K -298 -0.1%
RFC
23
Russell Frank Company
Washington
$15.7M +$6.6M +148,781 +71%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M +$5.01K +113 +0%
TA
25
Teachers Advisors
New York
$15.4M -$506K -11,423 -3%

PLXS Hedge Fund Activity: Q2 2015 in Review

173 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2015, worth a combined $1.41B — up 8.3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLXS positions and 7 closed out — a net gain of 9 holders — while 52 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.1M. The largest seller was Fidelity Investments, cutting an estimated $15.7M.

  • 173 institutional investors held Plexus (PLXS) as of Q2 2015, up from 164 in Q1 2015.
  • Funds reported $1.41B of Plexus stock for Q2 2015, up 8.3% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q2 2015 and 7 closed out, a net change of +9 holders.
  • The largest Plexus buyer in Q2 2015 was Goldman Sachs, an estimated $42.1M added.
  • The largest Plexus seller in Q2 2015 was Fidelity Investments, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2015.