Plexus
PLXS
196 hedge funds and large institutions have $1.96B invested in Plexus in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 29 closing their positions.
786% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $219K
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
1% more funds holding
Funds holding: 195 → 196 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 96.17% → 95.15% (-1%)
13% less capital inflows, than outflows
Capital inflows: $175M | Capital outflows: $200M
17% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$41.5M |
| 2 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$23.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$13.7M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$11M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$46.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$36.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$27.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.5M |
| 5 |
Goldman Sachs
New York
|
-$10.2M |
PLXS Hedge Fund Activity: Q2 2020 in Review
196 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2020, worth a combined $1.96B — up 27% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PLXS positions and 29 closed out — a net gain of 2 holders — while 59 added to existing stakes and 71 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $41.5M. The largest seller was Disciplined Growth Investors, cutting an estimated $46.6M.
- 196 institutional investors held Plexus (PLXS) as of Q2 2020, up from 195 in Q1 2020.
- Funds reported $1.96B of Plexus stock for Q2 2020, up 27% quarter-over-quarter.
- 31 funds opened new Plexus positions in Q2 2020 and 29 closed out, a net change of +2 holders.
- The largest Plexus buyer in Q2 2020 was EARNEST Partners, an estimated $41.5M added.
- The largest Plexus seller in Q2 2020 was Disciplined Growth Investors, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2020.