We are live on ! Find out more
PL

PROTECTIVE LIFE CORP
PL

Delisted

PL was delisted on the 30th of January, 2015.

285 hedge funds and large institutions have $4.83B invested in PROTECTIVE LIFE CORP in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 61 increasing their positions, 115 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 516 (+11)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

35% more capital invested

Capital invested by funds: $3.57B → $4.83B (+$1.26B)

6% more funds holding

Funds holding: 268285 (+17)

9% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $20.7M

47% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 115

Holders
285
Holders Change
+17
Holders Change %
+6.34%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.46%
New
68
Increased
61
Reduced
115
Closed
50
Calls
$18.8M
Puts
$20.7M
Net Calls
-$1.88M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M +$192M +3,372,797 +102%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M -$33.7M -592,582 -12%
EARNEST Partners
3
EARNEST Partners
Georgia
$180M -$3.06M -53,820 -2%
State Street
4
State Street
Massachusetts
$166M -$3.56M -62,614 -3%
BIT
5
BlackRock Institutional Trust
California
$153M -$5.15M -90,504 -4%
BFA
6
BlackRock Fund Advisors
California
$152M +$9.42M +165,470 +8%
WIC
7
Water Island Capital
New York
$151M +$124M +2,170,870 New
Jennison Associates
8
Jennison Associates
New York
$133M -$35.6M -625,836 -25%
Allianz Asset Management
9
Allianz Asset Management
Germany
$131M -$40.7M -714,307 -27%
U
10
UBS
Switzerland
$121M +$92.9M +1,631,112 +1,485%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$117M -$5.99M -105,311 -6%
AQR Capital Management
12
AQR Capital Management
Connecticut
$111M +$62.4M +1,095,547 +219%
HMC
13
Harvard Management Company
Massachusetts
$97.1M +$79.7M +1,400,000 New
Norges Bank
14
Norges Bank
Norway
$94.8M +$38.9M +683,415 +100%
GF
15
Gabelli Funds
New York
$89.1M +$73.2M +1,285,466 New
GI
16
GAMCO Investors
Connecticut
$82.2M +$67.5M +1,185,383 New
Barclays
17
Barclays
United Kingdom
$67.7M +$51M +895,287 +1,035%
Franklin Resources
18
Franklin Resources
California
$65.4M -$76M -1,335,000 -59%
CC
19
Carlson Capital
Texas
$65.2M +$53.5M +940,000 New
Invesco
20
Invesco
Georgia
$65M -$2.87M -50,394 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$64.9M -$53.1M -932,813 -50%
JP Morgan Chase
22
JP Morgan Chase
New York
$63.7M +$24.4M +428,904 +88%
Morgan Stanley
23
Morgan Stanley
New York
$61M +$31.7M +557,322 +172%
AAA
24
Alpine Associates Advisors
New Jersey
$59.8M +$49.1M +863,138 New
UOC
25
UBS O'Connor
Illinois
$55.2M +$45.4M +796,879 New

PL Hedge Fund Activity: Q2 2014 in Review

285 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in PROTECTIVE LIFE CORP (PL) for Q2 2014, worth a combined $4.83B — up 35% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PL positions and 50 closed out — a net gain of 18 holders — while 61 added to existing stakes and 115 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $197M.

  • 285 institutional investors held PROTECTIVE LIFE CORP (PL) as of Q2 2014, up from 268 in Q1 2014.
  • Funds reported $4.83B of PROTECTIVE LIFE CORP stock for Q2 2014, up 35% quarter-over-quarter.
  • 68 funds opened new PROTECTIVE LIFE CORP positions in Q2 2014 and 50 closed out, a net change of +18 holders.
  • The largest PROTECTIVE LIFE CORP buyer in Q2 2014 was Fidelity Investments, an estimated $192M added.
  • The largest PROTECTIVE LIFE CORP seller in Q2 2014 was Wellington Management Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2014.