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213 hedge funds and large institutions have $1.85B invested in Plexus in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $936K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.7B → $1.85B (+$144M)

5% more funds holding

Funds holding: 203213 (+10)

1.12% more ownership

Funds ownership: 93.64%94.76% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
80
Reduced
74
Closed
18
Calls
$2.5M
Puts
$936K
Net Calls
+$1.57M
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$247M +$237M +4,258,763 +50,519%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$11.6M +207,360 +7%
DGI
3
Disciplined Growth Investors
Minnesota
$175M -$3.41M -61,103 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$154M +$5.31M +95,203 +4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$99.9M -$4.63M -83,078 -5%
Victory Capital Management
6
Victory Capital Management
Texas
$85.9M -$26.3M -472,119 -24%
Northern Trust
7
Northern Trust
Illinois
$58.5M +$371K +6,657 +0.7%
State Street
8
State Street
Massachusetts
$48.2M +$949K +17,023 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$42.5M -$2.79M -50,117 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$34.3M +$9.52M +170,844 +40%
Norges Bank
11
Norges Bank
Norway
$32.8M +$8.49M +152,271 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28.3M +$814K +14,597 +3%
CIP
13
Chartwell Investment Partners
Pennsylvania
$25.1M -$1.01M -18,100 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.7M +$2.61M +46,764 +13%
Invesco
15
Invesco
Georgia
$22.9M +$9.52M +170,685 +76%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$21.2M +$13.1M +235,622 +180%
PAM
17
Panagora Asset Management
Massachusetts
$21.1M +$1.21M +21,668 +6%
Ameriprise
18
Ameriprise
Minnesota
$19.5M +$2.01M +35,999 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$19.1M -$1.98M -35,557 -10%
CC
20
Carlson Capital
Texas
$18.7M +$379K +6,800 +2%
RA
21
Royce & Associates
New York
$17.7M -$1.03M -18,500 -6%
Principal Financial Group
22
Principal Financial Group
Iowa
$15.7M +$527K +9,459 +4%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4M -$12.4K -223 -0.1%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$15.3M +$3.7M +66,421 +34%
Charles Schwab
25
Charles Schwab
California
$14.2M +$1.37M +24,542 +11%

PLXS Hedge Fund Activity: Q1 2017 in Review

213 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2017, worth a combined $1.85B — up 8.5% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PLXS positions and 18 closed out — a net gain of 16 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $237M. The largest seller was Goldman Sachs, cutting an estimated $31.3M.

  • 213 institutional investors held Plexus (PLXS) as of Q1 2017, up from 203 in Q4 2016.
  • Funds reported $1.85B of Plexus stock for Q1 2017, up 8.5% quarter-over-quarter.
  • 34 funds opened new Plexus positions in Q1 2017 and 18 closed out, a net change of +16 holders.
  • The largest Plexus buyer in Q1 2017 was BlackRock, an estimated $237M added.
  • The largest Plexus seller in Q1 2017 was Goldman Sachs, an estimated $31.3M sold.

Based on aggregated 13F filings for Q1 2017.