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PPL

PPL Corp
PPL

580 hedge funds and large institutions have $13B invested in PPL Corp in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 252 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $95.9M | Put options by funds: $35.9M

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

39% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 181

6% more capital invested

Capital invested by funds: $12.3B → $13B (+$681M)

2% more funds holding

Funds holding: 566 → 580 (+14)

0.95% less ownership

Funds ownership: 73.6% → 72.65% (-0.95%)

Holders
580
Holders Change
+14
Holders Change %
+2.47%
% of All Funds
18.81%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.45%
New
58
Increased
252
Reduced
181
Closed
39
Calls
$95.9M
Puts
$35.9M
Net Calls
+$59.9M
Net Calls Change
+$29M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$112M
2
Bank of America
Bank of America
North Carolina
+$108M
3
Millennium Management
Millennium Management
New York
+$104M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$75.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$70.1M

Top Sellers

1
LPPI
LS Power Partners II
New York
-$95.2M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$42.9M
3
IG
ING Group
Netherlands
-$36.9M
4
PAM
Panagora Asset Management
Massachusetts
-$28.7M
5
EA
Euclid Advisors
Connecticut
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
301
Clinton Group
New York
$1.43M +$1.45M +50,522 New
GI
302
Gradient Investments
Minnesota
$1.41M +$264K +9,220 +23%
BCMU
303
BlueCrest Capital Management (UK)
Guernsey
$1.37M +$1.39M +48,314 New
HI
304
Hudock Inc
Pennsylvania
$1.34M -$179K -6,230 -12%
AA
305
Ancora Advisors
Ohio
$1.32M +$137K +4,778 +11%
SCA
306
SAC Capital Advisors
Connecticut
$1.32M +$1.04M +36,177 +346%
CCM
307
Cadence Capital Management
Massachusetts
$1.3M +$1.32M +46,014 New
TCOO
308
Trust Company of Oklahoma
Oklahoma
$1.27M +$3.76K +131 +0.3%
DnB Asset Management
309
DnB Asset Management
Norway
$1.26M +$117K +4,080 +10%
BP
310
Banyan Partners
Florida
$1.25M +$1.26M +44,066 New
NPIT
311
National Penn Investors Trust
Pennsylvania
$1.24M +$10.4K +361 +0.8%
RA
312
Rational Advisors
New York
$1.2M -$1.15M -39,940 -49%
BCM
313
BTR Capital Management
California
$1.16M -$476K -16,588 -29%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$1.16M -$55.8K -1,946 -5%
LMGAM
315
Liberty Mutual Group Asset Management
Massachusetts
$1.16M +$302K +10,518 +35%
MA
316
Montag & Associates
Georgia
$1.15M -$77K -2,684 -6%
BEAM
317
Baker Ellis Asset Management
Washington
$1.15M -$18K -629 -2%
MHI
318
Miller Howard Investments
New York
$1.15M -$602 -21 -0.1%
Nordea Investment Management
319
Nordea Investment Management
Sweden
$1.14M – – –
JIM
320
Jupiter Investment Management
United Kingdom
$1.13M +$1.15M +40,047 New
Mackenzie Financial
321
Mackenzie Financial
Ontario, Canada
$1.13M – – –
WBC
322
Westpac Banking Corp
Australia
$1.13M -$130K -4,527 -10%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$1.13M -$10.8K -376 -0.9%
CCM
324
Cutler Capital Management
Massachusetts
$1.12M +$1.14M +39,660 New
NDSI
325
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M -$22.5K -786 -2%
11 12
13
14 15

PPL Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2013, worth a combined $13B — up 5.5% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PPL positions and 39 closed out — a net gain of 19 holders — while 252 added to existing stakes and 181 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $112M. The largest seller was LS Power Partners II, cutting an estimated $95.2M.

  • 580 institutional investors held PPL Corp (PPL) as of Q3 2013, up from 566 in Q2 2013.
  • Funds reported $13B of PPL Corp stock for Q3 2013, up 5.5% quarter-over-quarter.
  • 58 funds opened new PPL Corp positions in Q3 2013 and 39 closed out, a net change of +19 holders.
  • The largest PPL Corp buyer in Q3 2013 was Massachusetts Financial Services, an estimated $112M added.
  • The largest PPL Corp seller in Q3 2013 was LS Power Partners II, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2013.