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Plexus
PLXS

253 hedge funds and large institutions have $2.46B invested in Plexus in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,390% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $161K

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

5% more funds holding

Funds holding: 240 → 253 (+13)

2.24% less ownership

Funds ownership: 96.3% → 94.07% (-2.2%)

14% less capital invested

Capital invested by funds: $2.86B → $2.46B (-$407M)

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
253
Holders Change
+13
Holders Change %
+5.42%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
76
Reduced
92
Closed
24
Calls
$2.4M
Puts
$161K
Net Calls
+$2.24M
Net Calls Change
-$3.97M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$8.28M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.22M
3
DGI
Disciplined Growth Investors
Minnesota
+$6.08M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.11M
5
EP
Edgestream Partners
New Jersey
+$3.99M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$16.1M
3
SAM
Silvercrest Asset Management
New York
-$10.9M
4
BlackRock
BlackRock
New York
-$8.63M
5
N
Nuveen
North Carolina
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$424M -$8.63M -89,674 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$333M +$7.22M +74,988 +2%
DGI
3
Disciplined Growth Investors
Minnesota
$199M +$6.08M +63,135 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$161M -$2.09M -21,660 -1%
FMI
5
Fiduciary Management Inc
Wisconsin
$118M +$1.27M +13,210 +1%
State Street
6
State Street
Massachusetts
$101M +$1.6M +16,589 +2%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$94M +$3.55M +36,913 +4%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$73M +$1.1M +11,452 +2%
EARNEST Partners
9
EARNEST Partners
Georgia
$72.5M -$1.88M -19,549 -2%
SAM
10
Silvercrest Asset Management
New York
$62.2M -$10.9M -113,234 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59.1M +$1.9M +19,747 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$41.9M -$152K -1,577 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$40.5M -$42.8M -445,079 -51%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40M +$2.12M +22,055 +6%
Charles Schwab
15
Charles Schwab
California
$38.9M +$1.19M +12,333 +3%
BTW
16
Boston Trust Walden
Massachusetts
$38M -$144K -1,498 -0.4%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$36.4M +$8.28M +85,986 +29%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$30M +$959K +9,960 +3%
Northern Trust
19
Northern Trust
Illinois
$30M -$2.83M -29,377 -8%
SBH
20
Segall Bryant & Hamill
Illinois
$26.6M +$810K +8,417 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26M -$4.51M -46,809 -15%
N
22
Nuveen
North Carolina
$19.7M -$4.99M -51,849 -20%
Victory Capital Management
23
Victory Capital Management
Texas
$18M +$414K +4,301 +2%
Invesco
24
Invesco
Georgia
$16.6M -$211K -2,190 -1%
Ameriprise
25
Ameriprise
Minnesota
$15.1M -$406K -4,219 -3%
1
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PLXS Hedge Fund Activity: Q1 2024 in Review

253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2024, worth a combined $2.46B — down 14% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PLXS positions and 24 closed out — a net gain of 16 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $8.28M. The largest seller was Morgan Stanley, cutting an estimated $42.8M.

  • 253 institutional investors held Plexus (PLXS) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $2.46B of Plexus stock for Q1 2024, down 14% quarter-over-quarter.
  • 40 funds opened new Plexus positions in Q1 2024 and 24 closed out, a net change of +16 holders.
  • The largest Plexus buyer in Q1 2024 was Westfield Capital Management, an estimated $8.28M added.
  • The largest Plexus seller in Q1 2024 was Morgan Stanley, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2024.