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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, 58 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

786% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $219K

24% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$375M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 196196 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.9% less ownership

Funds ownership: 99.06%95.16% (-3.9%)

19% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 72

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
58
Reduced
72
Closed
30
Calls
$1.94M
Puts
$219K
Net Calls
+$1.72M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$1.63M +26,252 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M -$7.54M -121,544 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$154M -$7.16M -115,275 -5%
DGI
4
Disciplined Growth Investors
Minnesota
$147M -$46.6M -750,027 -26%
Victory Capital Management
5
Victory Capital Management
Texas
$75.5M -$39M -628,892 -37%
State Street
6
State Street
Massachusetts
$66.2M +$894K +14,399 +2%
SAM
7
Silvercrest Asset Management
New York
$59M +$1.64M +26,400 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$58.1M +$6.63M +106,794 +15%
Franklin Resources
9
Franklin Resources
California
$55.3M -$27.8M -447,813 -37%
BNP Paribas Asset Management
10
BNP Paribas Asset Management
France
$49.6M +$10.9M +174,984 +33%
EARNEST Partners
11
EARNEST Partners
Georgia
$47.2M +$41.5M +669,080 New
Fisher Asset Management
12
Fisher Asset Management
Washington
$40.5M -$297K -4,777 -0.8%
Northern Trust
13
Northern Trust
Illinois
$31.7M -$36.1M -581,743 -56%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.6M +$509K +8,208 +2%
Norges Bank
15
Norges Bank
Norway
$29.7M -$324K -5,218 -1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$29.2M +$4.48M +72,185 +21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.4M -$257K -4,135 -1%
FMI
18
Fiduciary Management Inc
Wisconsin
$26.9M +$23.6M +380,995 New
CB
19
Cooke & Bieler
Pennsylvania
$26.6M -$2.04M -32,925 -8%
Charles Schwab
20
Charles Schwab
California
$22.1M -$2.21M -35,639 -10%
CIP
21
Chartwell Investment Partners
Pennsylvania
$20.5M +$658K +10,603 +4%
CCM
22
Channing Capital Management
Illinois
$19.8M +$5.2M +83,705 +43%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18.4M +$296K +4,775 +2%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$17.5M +$11M +176,674 +249%
Ameriprise
25
Ameriprise
Minnesota
$17.4M -$2.05M -33,004 -12%

PLXS Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2020, worth a combined $1.96B — up 24% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 30 closed out — a net gain of 1 holder — while 58 added to existing stakes and 72 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, unchanged from Q1 2020.
  • Funds reported $1.96B of Plexus stock for Q2 2020, up 24% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q2 2020 and 30 closed out, a net change of +1 holder.
  • 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.