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185 hedge funds and large institutions have $1.76B invested in Plexus in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $524K

17% more capital invested

Capital invested by funds: $1.51B → $1.76B (+$253M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 94.75%93.59% (-1.2%)

6% less funds holding

Funds holding: 197185 (-12)

33% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 33

51% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 81

Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
40
Reduced
81
Closed
33
Calls
$1.57M
Puts
$524K
Net Calls
+$1.05M
Net Calls Change
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$278M -$3.4M -58,944 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M -$1.14M -19,723 -0.6%
DGI
3
Disciplined Growth Investors
Minnesota
$178M -$1.45M -25,032 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M -$7.61M -131,781 -5%
Franklin Resources
5
Franklin Resources
California
$89.2M +$22M +380,300 +35%
SAM
6
Silvercrest Asset Management
New York
$61.1M -$2.63M -45,502 -4%
Northern Trust
7
Northern Trust
Illinois
$59.2M -$206K -3,570 -0.4%
State Street
8
State Street
Massachusetts
$57.2M -$362K -6,273 -0.7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$43.6M -$66.1K -1,144 -0.2%
Victory Capital Management
10
Victory Capital Management
Texas
$41.4M -$1.3M -22,516 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$38.5M -$3.87M -67,072 -10%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$37.9M +$270K +4,680 +0.8%
Norges Bank
13
Norges Bank
Norway
$29.7M
CB
14
Cooke & Bieler
Pennsylvania
$29.5M +$3.49M +60,370 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.4M -$410K -7,108 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.5M +$897K +15,534 +4%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$21.8M -$1.42M -24,538 -6%
Invesco
18
Invesco
Georgia
$21.4M +$13.4M +232,016 +194%
CIP
19
Chartwell Investment Partners
Pennsylvania
$21M -$358K -6,205 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$20.8M +$5.11M +88,550 +35%
Charles Schwab
21
Charles Schwab
California
$19.9M +$1.07M +18,612 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.5M -$449K -7,773 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$15.2M -$406K -7,040 -3%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$12.7M -$1.45M -25,035 -11%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$12M +$5.31K +92 +0%

PLXS Hedge Fund Activity: Q1 2019 in Review

185 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2019, worth a combined $1.76B — up 17% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PLXS and 22 opened new positions — a net loss of 11 holders — while 81 trimmed existing stakes and 40 added.

The largest buyer was Franklin Resources, adding an estimated $22M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $8.85M sold.

  • 185 institutional investors held Plexus (PLXS) as of Q1 2019, down from 197 in Q4 2018.
  • Funds reported $1.76B of Plexus stock for Q1 2019, up 17% quarter-over-quarter.
  • 22 funds opened new Plexus positions in Q1 2019 and 33 closed out, a net change of -11 holders.
  • The largest Plexus buyer in Q1 2019 was Franklin Resources, an estimated $22M added.
  • The largest Plexus seller in Q1 2019 was Intrinsic Edge Capital Management, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2019.