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PPL

PPL Corp
PPL

631 hedge funds and large institutions have $14.3B invested in PPL Corp in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 231 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34M

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.48B)

2% more funds holding

Funds holding: 618 → 631 (+13)

2% more ownership

Funds ownership: 71.56% → 73.56% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
631
Holders Change
+13
Holders Change %
+2.1%
% of All Funds
18.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
65
Increased
235
Reduced
231
Closed
45
Calls
$69.7M
Puts
$34M
Net Calls
+$35.7M
Net Calls Change
-$20.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
2
Millennium Management
Millennium Management
New York
+$122M
3
Jennison Associates
Jennison Associates
New York
+$69.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$50.8M
5
DCM
Decade Capital Management
New York
+$47.4M

Top Sellers

1
IIS
Ignis Investment Services
United Kingdom
-$228M
2
BA
BlackRock Advisors
Delaware
-$48.4M
3
LPPI
LS Power Partners II
New York
-$38.6M
4
HCM
Highbridge Capital Management
New York
-$37.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
276
American Assets Investment Management
California
$2.32M – – –
LMGAM
277
Liberty Mutual Group Asset Management
Massachusetts
$2.27M +$291K +10,009 +16%
HCM
278
Huber Capital Management
California
$2.26M – – –
LA
279
Lau Associates
Delaware
$2.22M -$7.78K -268 -0.4%
WA
280
Wheatland Advisors
Pennsylvania
$2.2M +$15.6K +537 +0.8%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$2.19M -$174K -5,998 -8%
PA
282
Profund Advisors
Maryland
$2.19M +$487K +16,778 +31%
AAM
283
Aberdeen Asset Management
United Kingdom
$2.18M – – –
GI
284
Gradient Investments
Minnesota
$2.16M +$276K +9,516 +16%
UF
285
Univest Financial
Pennsylvania
$2.15M -$17.5K -604 -0.9%
GIA
286
Gateway Investment Advisers
Ohio
$2.15M -$55.1K -1,898 -3%
NEAM
287
New England Asset Management
Connecticut
$2.1M -$53K -1,825 -3%
MCM
288
Maryland Capital Management
Maryland
$2.08M -$20.4K -703 -1%
ERSOT
289
Employees Retirement System of Texas
Texas
$2.02M -$3.87M -133,133 -67%
WSFS
290
Wilmington Savings Fund Society
Delaware
$2.02M -$61K -2,101 -3%
OC
291
Oppenheimer & Co
New York
$1.96M +$108K +3,711 +6%
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$1.94M +$426K +14,654 +30%
SAM
293
Securian Asset Management
Minnesota
$1.89M +$2.61K +90 +0.1%
FCB
294
First Citizens Bancorporation
South Carolina
$1.84M +$20.1K +691 +1%
WWM
295
Willingdon Wealth Management
North Carolina
$1.81M +$50.9K +1,754 +3%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$1.81M -$1.13M -38,808 -40%
PCM
297
Prelude Capital Management
New York
$1.8M +$1.14M +39,395 +210%
B
298
Barings
North Carolina
$1.79M +$346K +11,918 +26%
DAS
299
Dynamic Advisor Solutions
Arizona
$1.78M +$175K +6,024 +12%
GL
300
GLG LLC
New York
$1.78M +$1.67M +57,592 New
10 11
12
13 14

PPL Hedge Fund Activity: Q1 2014 in Review

631 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2014, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPL positions and 45 closed out — a net gain of 20 holders — while 235 added to existing stakes and 231 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $228M sold.

  • 631 institutional investors held PPL Corp (PPL) as of Q1 2014, up from 618 in Q4 2013.
  • Funds reported $14.3B of PPL Corp stock for Q1 2014, up 12% quarter-over-quarter.
  • 65 funds opened new PPL Corp positions in Q1 2014 and 45 closed out, a net change of +20 holders.
  • The largest PPL Corp buyer in Q1 2014 was Fidelity Investments, an estimated $189M added.
  • The largest PPL Corp seller in Q1 2014 was Ignis Investment Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2014.