Paul Tudor Jones Makes Bold Move with iShares Russell 2000 ETF
Paul Tudor Jones (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Paul Tudor Jones (Trades, Portfolio) II, founder and chief investment officer of Boston-based Tudor Investment Group, is one of the pioneers of the modern-day hedge fund industry. Jones began his career in the cotton pits before forming the firm in 1980. The guru was eager to create a firm differentiated by a steadfast dedication to client objectives and guided by strong ethics and values. While Tudor Investment is best known for its rich history in discretionary macro trading, the firm also has significant experience and capabilities in model-driven and systematic investment approaches. Management believes that firms must continually innovate in order to compete in rapidly evolving markets and thus, commits significant resources to research and development across a variety of strategies in order to expand the firm's edge. Ultimately, Tudor seeks to generate consistent returns for both client and proprietary capital through the use of best-in-class research, trading, and investment techniques.
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Paul Tudor Jones (Trades, Portfolio) added a total of 519 stocks, among them:
The most significant addition was Intra-Cellular Therapies Inc (ITCI), with 621,815 shares, accounting for 0.27% of the portfolio and a total value of $82.03 million.
The second largest addition to the portfolio was SPDR S&P Regional Banking ETF (KRE), consisting of 1,261,407 shares, representing approximately 0.24% of the portfolio, with a total value of $71.71 million.
The third largest addition was Humana Inc (NYSE:HUM), with 199,331 shares, accounting for 0.18% of the portfolio and a total value of $52.74 million.
Paul Tudor Jones (Trades, Portfolio) also increased stakes in a total of 509 stocks, among them:
The most notable increase was iShares Russell 2000 ETF (IWM), with an additional 3,051,619 shares, bringing the total to 3,736,913 shares. This adjustment represents a significant 445.3% increase in share count, a 2.03% impact on the current portfolio, and a total value of $745.48 million.
The second largest increase was INVESCO QQQ Trust (NASDAQ:QQQ), with an additional 228,753 shares, bringing the total to 248,961. This adjustment represents a significant 1,131.99% increase in share count, with a total value of $116.74 million.
Paul Tudor Jones (Trades, Portfolio) completely exited 521 holdings in the first quarter of 2025, as detailed below:
Infinera Corp (INFN): Paul Tudor Jones (Trades, Portfolio) sold all 15,915,186 shares, resulting in a -0.41% impact on the portfolio.
CVS Health Corp (NYSE:CVS): Paul Tudor Jones (Trades, Portfolio) liquidated all 977,703 shares, causing a -0.17% impact on the portfolio.
Paul Tudor Jones (Trades, Portfolio) also reduced positions in 403 stocks. The most significant changes include:
Reduced ISHARES BITCOIN TR (NASDAQ:IBIT) by 3,303,026 shares, resulting in a -41.04% decrease in shares and a -0.67% impact on the portfolio. The stock traded at an average price of $52.94 during the quarter and has returned 6.04% over the past 3 months and 10.59% year-to-date.
Reduced iShares Core S&P 500 ETF (IVV) by 252,989 shares, resulting in a -96.74% reduction in shares and a -0.57% impact on the portfolio. The stock traded at an average price of $590.51 during the quarter and has returned -2.88% over the past 3 months and 1.08% year-to-date.
At the first quarter of 2025, Paul Tudor Jones (Trades, Portfolio)'s portfolio included 2,971 stocks, with top holdings including 2.48% in iShares Russell 2000 ETF (IWM), 0.74% in ISHARES BITCOIN TR (NASDAQ:IBIT), 0.53% in Kellanova (NYSE:K), 0.5% in Frontier Communications Parent Inc (NASDAQ:FYBR), and 0.45% in Spirit AeroSystems Holdings Inc (NYSE:SPR).
The holdings are mainly concentrated in all 11 industries: Technology, Financial Services, Consumer Cyclical, Healthcare, Industrials, Communication Services, Consumer Defensive, Energy, Real Estate, Utilities, and Basic Materials.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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