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PL

PROTECTIVE LIFE CORP
PL

Delisted

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

268 hedge funds and large institutions have $4.75B invested in PROTECTIVE LIFE CORP in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

5% more funds holding

Funds holding: 256268 (+12)

3% more capital invested

Capital invested by funds: $4.61B → $4.75B (+$142M)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

22% less call options, than puts

Call options by funds: $32.7M | Put options by funds: $42.1M

35% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 114

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
7.15%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.53%
New
40
Increased
74
Reduced
114
Closed
21
Calls
$32.7M
Puts
$42.1M
Net Calls
-$9.41M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$496M +$534K +7,673 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$1.15M +16,475 +0.4%
WIC
3
Water Island Capital
New York
$178M +$51.6M +741,756 +41%
BFA
4
BlackRock Fund Advisors
California
$160M +$2.45M +35,194 +2%
CC
5
Carlson Capital
Texas
$159M +$30.7M +440,930 +24%
BIT
6
BlackRock Institutional Trust
California
$153M +$148K +2,128 +0.1%
State Street
7
State Street
Massachusetts
$152M -$1.06M -15,204 -0.7%
Morgan Stanley
8
Morgan Stanley
New York
$141M +$17M +244,383 +14%
EARNEST Partners
9
EARNEST Partners
Georgia
$141M -$39.7M -570,652 -22%
UOC
10
UBS O'Connor
Illinois
$135M +$20.4M +292,507 +18%
GF
11
Gabelli Funds
New York
$134M +$33.4M +480,000 +33%
AQR Capital Management
12
AQR Capital Management
Connecticut
$130M +$10.3M +148,484 +9%
UBS Group
13
UBS Group
Switzerland
$121M +$121M +1,742,836 New
AAM
14
Alpine Associates Management
Florida
$115M +$115M +1,652,698 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$114M -$2.14M -30,735 -2%
GI
16
GAMCO Investors
Connecticut
$111M +$11.9M +171,400 +12%
HMC
17
Harvard Management Company
Massachusetts
$97.5M
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$86.7M +$11.3M +162,395 +15%
JP Morgan Chase
19
JP Morgan Chase
New York
$70.9M -$242K -3,480 -0.3%
DKCM
20
Davidson Kempner Capital Management
New York
$59.9M +$34.6M +496,411 +136%
Jennison Associates
21
Jennison Associates
New York
$58.9M -$40.6M -583,479 -41%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$56.9M -$2.32M -33,361 -4%
WCMNY
23
Westchester Capital Management (New York)
New York
$50.5M
Citigroup
24
Citigroup
New York
$42.1M +$15.2M +217,945 +56%
Northern Trust
25
Northern Trust
Illinois
$42.1M -$2.29M -32,946 -5%

PL Hedge Fund Activity: Q4 2014 in Review

268 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PROTECTIVE LIFE CORP (PL) for Q4 2014, worth a combined $4.75B — up 3.1% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PL positions and 21 closed out — a net gain of 19 holders — while 74 added to existing stakes and 114 trimmed.

The largest buyer was Water Island Capital, adding an estimated $51.6M. The largest seller was Jennison Associates, cutting an estimated $40.6M.

  • 268 institutional investors held PROTECTIVE LIFE CORP (PL) as of Q4 2014, up from 256 in Q3 2014.
  • Funds reported $4.75B of PROTECTIVE LIFE CORP stock for Q4 2014, up 3.1% quarter-over-quarter.
  • 40 funds opened new PROTECTIVE LIFE CORP positions in Q4 2014 and 21 closed out, a net change of +19 holders.
  • The largest PROTECTIVE LIFE CORP buyer in Q4 2014 was Water Island Capital, an estimated $51.6M added.
  • The largest PROTECTIVE LIFE CORP seller in Q4 2014 was Jennison Associates, an estimated $40.6M sold.

Based on aggregated 13F filings for Q4 2014.