Funds disclose positions in Bodycote, Prologis and other shares

what happened

The London Stock Exchange published a series of Rule 8.3 Takeover Code disclosures on 12 October 2026. L&G Asset Management reported 2,677,318 Bodycote plc shares, or 1.57%, after selling 5,495 shares at GBP 9.105. For Prologis, Inc., the manager disclosed 11,174,290 shares, or 1.17%; the filing recorded a sale of 83 shares and a purchase of 8 shares, both at USD 129.49. SEGRO plc was also named in the Prologis disclosure.

For Intertek Group plc, L&G reported 2,295,285 shares, or 1.49%, including a 4,454-share change resulting from the transfer of a discretionary holding. The manager also disclosed a sale of 1,262 shares at GBP 58.9.

Governors Lane LP disclosed 2,951,159 cash-settled Bodycote derivatives, equal to 1.73%, after increasing a long position by 230,141 reference securities at GBP 9.104958. BlackRock reported a total Bodycote interest of 16,934,014 securities, or 9.95%, comprising 10,645,749 shares and 6,288,265 cash-settled derivatives; voting authority was absent for 461,232 shares. Franklin Templeton disclosed 2,191,232 Bodycote shares, or 1.29%, after selling 1,148,038 shares at GBP 9.10.

Capula Investment Management reported 10,669,973 cash-settled Rotork derivatives, or 1.30%, after reducing a long position by 8,316 securities at 491.40p. AQR Capital Management disclosed a 11,707,887-security easyJet interest, or 1.54%, alongside a short position of 1,652,683 securities, or 0.21%. Its transactions included increases of 84,017 and 4,525 in long positions and a 4,494-security reduction in a short position.

why it matters

The filings provide market participants with a snapshot of sizeable institutional exposures and recent trading around companies covered by the Takeover Code. They do not announce new offer terms, but identify managers’ share, derivative and short-position interests.

instruments