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203 hedge funds and large institutions have $1.45B invested in Plexus in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $313K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$93.4M)

5% more funds holding

Funds holding: 193203 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
5.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
78
Reduced
66
Closed
13
Calls
$2.88M
Puts
$313K
Net Calls
+$2.56M
Net Calls Change
+$961K
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$143M -$545K -11,900 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$5.35M +116,831 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$112M +$6.02M +131,393 +6%
BFA
4
BlackRock Fund Advisors
California
$111M +$8.44M +184,109 +8%
Victory Capital Management
5
Victory Capital Management
Texas
$101M -$8.52M -185,824 -8%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$87.1M -$487K -10,631 -0.6%
Northern Trust
7
Northern Trust
Illinois
$47.5M +$344K +7,503 +0.7%
Goldman Sachs
8
Goldman Sachs
New York
$47.3M +$6.62M +144,538 +17%
BIT
9
BlackRock Institutional Trust
California
$40.2M +$738K +16,094 +2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$37.4M +$130K +2,830 +0.4%
State Street
11
State Street
Massachusetts
$35M +$1.63M +35,667 +5%
CIP
12
Chartwell Investment Partners
Pennsylvania
$22.1M -$1.49M -32,505 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.1M -$135K -2,944 -0.7%
RA
14
Royce & Associates
New York
$18.9M -$362K -7,900 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.5M -$606K -13,224 -3%
Norges Bank
16
Norges Bank
Norway
$17.9M
ICOM
17
Investment Counselors of Maryland
Maryland
$17M -$2.45M -53,460 -13%
CC
18
Carlson Capital
Texas
$16M -$257K -5,600 -2%
AIM
19
Artemis Investment Management
United Kingdom
$14.6M +$6.05M +132,100 +73%
Ameriprise
20
Ameriprise
Minnesota
$14.2M -$1.72M -37,439 -11%
PAM
21
Panagora Asset Management
Massachusetts
$14M -$173K -3,781 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$14M +$189K +4,129 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$13.2M +$11M +239,759 +571%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.5M -$8.94K -195 -0.1%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.7M +$345K +7,530 +3%

PLXS Hedge Fund Activity: Q3 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2016, worth a combined $1.45B — up 6.9% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PLXS positions and 13 closed out — a net gain of 10 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11M. The largest seller was Shellback Capital, exiting entirely with an estimated $13.4M sold.

  • 203 institutional investors held Plexus (PLXS) as of Q3 2016, up from 193 in Q2 2016.
  • Funds reported $1.45B of Plexus stock for Q3 2016, up 6.9% quarter-over-quarter.
  • 23 funds opened new Plexus positions in Q3 2016 and 13 closed out, a net change of +10 holders.
  • The largest Plexus buyer in Q3 2016 was JP Morgan Chase, an estimated $11M added.
  • The largest Plexus seller in Q3 2016 was Shellback Capital, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2016.