We are live on ! Find out more

173 hedge funds and large institutions have $1.66B invested in Plexus in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 93.59%94.29% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.76B → $1.66B (-$106M)

6% less funds holding

Funds holding: 185173 (-12)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
65
Closed
24
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$551K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$6.78M -117,426 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$6.7M -116,169 -3%
DGI
3
Disciplined Growth Investors
Minnesota
$163M -$7.24M -125,528 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$146M -$141K -2,443 -0.1%
Franklin Resources
5
Franklin Resources
California
$96M +$10.4M +180,401 +12%
SAM
6
Silvercrest Asset Management
New York
$64M +$5.42M +93,985 +9%
Northern Trust
7
Northern Trust
Illinois
$59.5M +$2.82M +48,925 +5%
State Street
8
State Street
Massachusetts
$55.7M +$942K +16,334 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$40.3M -$1.44M -24,930 -3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$37.4M +$1.07M +18,593 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$33.7M +$13.7M +237,392 +70%
CB
12
Cooke & Bieler
Pennsylvania
$30.6M +$2.34M +40,485 +8%
Victory Capital Management
13
Victory Capital Management
Texas
$29M -$10.5M -182,800 -27%
Norges Bank
14
Norges Bank
Norway
$26.4M -$2.01M -34,766 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24.8M +$418K +7,248 +2%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$24.6M +$3.63M +62,938 +18%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$23.1M -$334K -5,797 -1%
Invesco
18
Invesco
Georgia
$23M +$2.42M +41,995 +12%
CIP
19
Chartwell Investment Partners
Pennsylvania
$19.6M -$446K -7,737 -2%
Charles Schwab
20
Charles Schwab
California
$18.9M -$192K -3,328 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.9M +$85.3K +1,478 +0.5%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.2M -$402K -6,974 -3%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$14M +$1.87M +32,409 +16%
Ameriprise
24
Ameriprise
Minnesota
$13.4M +$2.2M +38,147 +20%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M -$697K -12,080 -6%

PLXS Hedge Fund Activity: Q2 2019 in Review

173 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2019, worth a combined $1.66B — down 6% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLXS and 16 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 46 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $13.7M. The largest seller was Fidelity Investments, cutting an estimated $33.2M.

  • 173 institutional investors held Plexus (PLXS) as of Q2 2019, down from 185 in Q1 2019.
  • Funds reported $1.66B of Plexus stock for Q2 2019, down 6% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q2 2019 and 24 closed out, a net change of -8 holders.
  • The largest Plexus buyer in Q2 2019 was Massachusetts Financial Services, an estimated $13.7M added.
  • The largest Plexus seller in Q2 2019 was Fidelity Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2019.