M&G Plc

Q2 2024 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2024
Date filed
7/16/2024
Form type
13F-HR
Num holdings
393
Total value ($000)
$25,352,000
Net value change ($000)
-1,125,296 (-4.3%)
New positions
84
Sold out positions
53
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMCR 455,046 2741.6%
CRH 272,947 NEW
DEC 224,422 10.9%
ARES 118,353 711.1%
META 72,418 29.6%
GOOGL 51,268 15.4%
ACN 47,159 248.1%
FER 43,583 NEW
TDC 39,901 2611.3%
LH 39,701 NEW
Top Reduces (Value $000, Stocks/ETFs)
Ferguson (Jersey) Ltd -1,461,340 -25.4%
BUR -317,018 -17.8%
V -109,075 -33.3%
INDV -67,096 -26.7%
STLA -55,227 -43.1%
MSFT -54,629 -6.5%
UBS GROUP AG -47,176 -27.2%
LH -40,480 -100.0%
MDT -33,728 -13.0%
HTHT -32,746 -36.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type