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PPL

PPL Corp

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: 618631 (+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: 1111 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
326
Sentry Investment Management
Wisconsin
$1.22M -$811K -27,915 -41%
BEAM
327
Baker Ellis Asset Management
Washington
$1.21M -$34.7K -1,194 -3%
SBWM
328
Sunflower Bank Wealth Management
Arizona
$1.21M +$138K +4,740 +14%
OA
329
OFI Advisors
Pennsylvania
$1.2M -$39.3K -1,354 -3%
TFA
330
Transamerica Financial Advisors
Florida
$1.2M +$1.04M +35,784 +1,172%
BF
331
BOK Financial
Oklahoma
$1.16M +$82.8K +2,850 +8%
DekaBank Deutsche Girozentrale
332
DekaBank Deutsche Girozentrale
Germany
$1.14M +$15.9K +549 +2%
CCM
333
Cadence Capital Management
Massachusetts
$1.14M -$198K -6,814 -16%
TCOT
334
Trust Company of Toledo
Ohio
$1.14M +$339K +11,675 +46%
GMIM
335
General Motors Investment Management
New York
$1.13M +$1.06M +36,627 New
UR
336
USCA RIA
Texas
$1.13M +$250K +8,599 +31%
NDSI
337
Newman Dignan & Sheerar Inc
Rhode Island
$1.1M -$71.7K -2,470 -6%
KT
338
Kanaly Trust
Texas
$1.1M -$2.47K -85 -0.2%
RJT
339
Raymond James Trust
Florida
$1.08M +$70.9K +2,440 +7%
Canada Pension Plan Investment Board
340
Canada Pension Plan Investment Board
Ontario, Canada
$1.07M -$1.48M -51,119 -60%
HA
341
Hamel Associates
New Jersey
$1.06M
EIA
342
Edgemoor Investment Advisors
Maryland
$1.05M +$57.1K +1,966 +6%
HB
343
Homrich & Berg
Georgia
$1.05M -$13.4K -460 -1%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$1.05M +$22.7K +781 +2%
FLPIM
345
F.L. Putnam Investment Management
Massachusetts
$1.02M -$2.95M -101,525 -75%
WCM
346
Wisconsin Capital Management
Wisconsin
$1.02M +$959K +33,031 New
BCM
347
BTR Capital Management
California
$1.01M -$193K -6,637 -17%
BCMO
348
Buckingham Capital Management (Ohio)
Ohio
$994K -$3.95K -136 -0.4%
LC
349
Loews Corp
New York
$994K
BIG
350
Blackthorn Investment Group
Kansas
$994K +$935K +32,210 New

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.