Plexus
PLXS
225 hedge funds and large institutions have $2.47B invested in Plexus in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 19 closing their positions.
2,976% more call options, than puts
Call options by funds: $7.6M | Put options by funds: $247K
1.35% more ownership
Funds ownership: 93.31% → 94.65% (+1.3%)
0% more capital invested
Capital invested by funds: $2.47B → $2.47B (+$3.76M)
0% more funds holding
Funds holding: 225 → 225 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
20% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$42M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$18.4M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$12.8M |
| 4 |
Millennium Management
New York
|
+$7.25M |
| 5 |
MGIM
M&G Investment Management
London,
United Kingdom
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$28.7M |
| 2 |
BlackRock
New York
|
-$14.8M |
| 3 |
TA
Tamarack Advisers
Carlsbad,
California
|
-$9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$7.22M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$5.38M |
PLXS Hedge Fund Activity: Q2 2021 in Review
225 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q2 2021, worth a combined $2.47B — up 0.15% from $2.47B a quarter earlier.
Fund positioning in PLXS was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 73 added to existing stakes and 91 trimmed.
The largest buyer was Disciplined Growth Investors, adding an estimated $42M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $28.7M.
- 225 institutional investors held Plexus (PLXS) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $2.47B of Plexus stock for Q2 2021, up 0.15% quarter-over-quarter.
- 19 funds opened new Plexus positions in Q2 2021 and 19 closed out, a net change of 0 holders.
- The largest Plexus buyer in Q2 2021 was Disciplined Growth Investors, an estimated $42M added.
- The largest Plexus seller in Q2 2021 was Thrivent Financial for Lutherans, an estimated $28.7M sold.
Based on aggregated 13F filings for Q2 2021.