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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
FAAS
326
First Allied Advisory Services
California
$1.12M +$630K +21,963 +125%
Creative Planning
327
Creative Planning
Kansas
$1.11M -$36.1K -1,257 -3%
Twin Tree Management
328
Twin Tree Management
Texas
$1.09M +$1.02M +35,522 +1,188%
MCM
329
Monarch Capital Management
Indiana
$1.09M +$86.2K +3,006 +8%
MIM
330
Martin Investment Management
Florida
$1.06M +$166K +5,798 +18%
TCM
331
Tradition Capital Management
New Jersey
$1.05M +$1.64K +57 +0.2%
Two Sigma Advisers
332
Two Sigma Advisers
New York
$1.04M +$1.06M +36,825 New
DD
333
Dominick & Dominick
New York
$1.03M +$5.36K +187 +0.5%
Jane Street
334
Jane Street
New York
$1M -$2.15M -75,090 -68%
HB
335
Homrich & Berg
Georgia
$990K +$27.2K +949 +3%
SBWM
336
Sunflower Bank Wealth Management
Arizona
$970K +$152K +5,294 +18%
STI
337
Susquehanna Trust & Investment
Pennsylvania
$943K +$84.9K +2,960 +10%
BF
338
BOK Financial
Oklahoma
$941K -$134K -4,671 -12%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$922K +$82.1K +2,863 +10%
LC
340
Loews Corp
New York
$911K – – –
EWM
341
Elite Wealth Management
Washington
$907K +$919K +32,054 New
Zurich Cantonal Bank
342
Zurich Cantonal Bank
Switzerland
$904K – – –
FMBTD
343
First Midwest Bank Trust Division
Illinois
$902K +$135K +4,707 +17%
NB
344
Norinchukin Bank
Japan
$897K +$98.9K +3,449 +12%
KFS
345
KMS Financial Services
Washington
$894K +$484K +16,869 +115%
MAM
346
Martingale Asset Management
Massachusetts
$885K – – –
GT
347
Glenmede Trust
Pennsylvania
$883K -$1.77M -61,669 -66%
EIA
348
Edgemoor Investment Advisors
Maryland
$883K – – –
MF
349
Magnetar Financial
Illinois
$879K -$282K -9,826 -24%
JG
350
Jefferies Group
New York
$879K +$602K +20,974 +208%
12 13
14
15 16

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.