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203 hedge funds and large institutions have $1.7B invested in Plexus in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $1.71M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

93.64% more ownership

Funds ownership: 0%93.64% (+94%)

17% more capital invested

Capital invested by funds: $1.45B → $1.7B (+$247M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 203203 (0)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
58
Reduced
81
Closed
26
Calls
$3.6M
Puts
$1.71M
Net Calls
+$1.89M
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$167M +$1.18M +23,905 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$6.11M +123,461 +4%
BFA
3
BlackRock Fund Advisors
California
$148M +$17.3M +349,150 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M +$8.61M +174,101 +7%
Victory Capital Management
5
Victory Capital Management
Texas
$106M -$10.1M -204,657 -9%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$97.8M -$2.51M -50,800 -3%
Northern Trust
7
Northern Trust
Illinois
$54.3M -$545K -11,009 -1%
BIT
8
BlackRock Institutional Trust
California
$49.1M +$2.37M +47,836 +6%
State Street
9
State Street
Massachusetts
$44.2M +$3.37M +68,072 +9%
Fisher Asset Management
10
Fisher Asset Management
Washington
$42.5M -$633K -12,805 -2%
Goldman Sachs
11
Goldman Sachs
New York
$40.9M -$12.6M -255,367 -25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.7M +$3.29M +66,407 +16%
CIP
13
Chartwell Investment Partners
Pennsylvania
$24.4M -$973K -19,673 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.9M +$1.42M +28,729 +7%
Norges Bank
15
Norges Bank
Norway
$22.4M +$742K +15,000 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.8M +$4.18M +84,471 +30%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$19.6M +$3.18M +64,301 +22%
PAM
18
Panagora Asset Management
Massachusetts
$18.5M +$2.13M +42,989 +14%
RA
19
Royce & Associates
New York
$17.6M -$3.91M -79,098 -20%
CC
20
Carlson Capital
Texas
$17.1M -$1.21M -24,433 -7%
Ameriprise
21
Ameriprise
Minnesota
$16.3M -$77K -1,557 -0.5%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M -$9.4K -190 -0.1%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14.3M -$24.7M -498,689 -65%
Principal Financial Group
24
Principal Financial Group
Iowa
$14.2M +$657K +13,288 +5%
KCM
25
Kennedy Capital Management
Missouri
$12.5M -$113K -2,286 -1%

PLXS Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2016, worth a combined $1.7B — up 17% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PLXS positions and 26 closed out — a net gain of 2 holders — while 58 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $17.3M. The largest seller was VOYA Investment Management, cutting an estimated $24.7M.

  • 203 institutional investors held Plexus (PLXS) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $1.7B of Plexus stock for Q4 2016, up 17% quarter-over-quarter.
  • 28 funds opened new Plexus positions in Q4 2016 and 26 closed out, a net change of +2 holders.
  • The largest Plexus buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $17.3M added.
  • The largest Plexus seller in Q4 2016 was VOYA Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2016.