Plexus
PLXS
225 hedge funds and large institutions have $2.47B invested in Plexus in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 102 reducing their positions, and 22 closing their positions.
215% more call options, than puts
Call options by funds: $3.3M | Put options by funds: $1.05M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
16% more capital invested
Capital invested by funds: $2.12B → $2.47B (+$348M)
0% more funds holding
Funds holding: 224 → 225 (+1)
0.77% less ownership
Funds ownership: 94.08% → 93.31% (-0.77%)
41% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$20.8M |
| 2 |
BlackRock
New York
|
+$13.6M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$10.4M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$10.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$18.3M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$14.9M |
| 3 |
Goldman Sachs
New York
|
-$8.12M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.52M |
| 5 |
Morgan Stanley
New York
|
-$6.75M |
PLXS Hedge Fund Activity: Q1 2021 in Review
225 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2021, worth a combined $2.47B — up 16% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PLXS positions and 22 closed out — a net gain of 4 holders — while 60 added to existing stakes and 102 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $20.8M. The largest seller was Disciplined Growth Investors, cutting an estimated $18.3M.
- 225 institutional investors held Plexus (PLXS) as of Q1 2021, up from 224 in Q4 2020.
- Funds reported $2.47B of Plexus stock for Q1 2021, up 16% quarter-over-quarter.
- 26 funds opened new Plexus positions in Q1 2021 and 22 closed out, a net change of +4 holders.
- The largest Plexus buyer in Q1 2021 was Cooke & Bieler, an estimated $20.8M added.
- The largest Plexus seller in Q1 2021 was Disciplined Growth Investors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2021.