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PPL

PPL Corp

649 hedge funds and large institutions have $16.6B invested in PPL Corp in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $178M | Put options by funds: $30.3M

66% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more capital invested

Capital invested by funds: $14.3B → $16.6B (+$2.31B)

5.68% more ownership

Funds ownership: 73.56%79.24% (+5.7%)

3% more funds holding

Funds holding: 631649 (+18)

Holders
649
Holders Change
+18
Holders Change %
+2.85%
% of All Funds
18.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.37%
New
58
Increased
273
Reduced
205
Closed
35
Calls
$178M
Puts
$30.3M
Net Calls
+$148M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
326
Sunflower Bank Wealth Management
Arizona
$1.42M +$118K +3,752 +10%
CIBC World Market
327
CIBC World Market
Ontario, Canada
$1.42M +$286K +9,086 +27%
Creative Planning
328
Creative Planning
Kansas
$1.41M -$187K -5,929 -12%
OA
329
OFI Advisors
Pennsylvania
$1.4M +$107K +3,407 +9%
UAS
330
United Asset Strategies
New York
$1.4M +$1.33M +42,193 New
SM
331
Stratton Management
Pennsylvania
$1.39M -$338K -10,736 -20%
CC
332
Cipher Capital
New York
$1.38M +$1.32M +41,749 New
AssetMark Inc
333
AssetMark Inc
California
$1.37M +$790K +25,074 +154%
BF
334
BOK Financial
Oklahoma
$1.35M +$105K +3,342 +9%
RJT
335
Raymond James Trust
Florida
$1.34M +$171K +5,410 +15%
TCOT
336
Trust Company of Toledo
Ohio
$1.29M +$67.1K +2,127 +6%
BEAM
337
Baker Ellis Asset Management
Washington
$1.22M -$75.3K -2,390 -6%
KT
338
Kanaly Trust
Texas
$1.22M +$33.3K +1,056 +3%
SIM
339
Sentry Investment Management
Wisconsin
$1.22M -$84.9K -2,693 -7%
GMIM
340
General Motors Investment Management
New York
$1.2M -$14.7K -467 -1%
GCP
341
GSA Capital Partners
United Kingdom
$1.19M +$618K +19,615 +119%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$1.18M -$723K -22,920 -39%
B
343
BancorpSouth
Mississippi
$1.17M +$173K +5,487 +18%
Teacher Retirement System of Texas
344
Teacher Retirement System of Texas
Texas
$1.17M +$758K +24,036 +211%
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$1.15M +$322K +10,202 +41%
WWM
346
Willingdon Wealth Management
North Carolina
$1.14M -$773K -24,516 -42%
HA
347
Hamel Associates
New Jersey
$1.13M
BCMO
348
Buckingham Capital Management (Ohio)
Ohio
$1.13M +$63.4K +2,012 +6%
HB
349
Homrich & Berg
Georgia
$1.13M +$3.15K +100 +0.3%
Marshall Wace
350
Marshall Wace
United Kingdom
$1.12M +$1.07M +33,949 New

PPL Hedge Fund Activity: Q2 2014 in Review

649 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q2 2014, worth a combined $16.6B — up 16% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PPL positions and 35 closed out — a net gain of 23 holders — while 273 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $327M. The largest seller was LS Power Partners II, exiting entirely with an estimated $130M sold.

  • 649 institutional investors held PPL Corp (PPL) as of Q2 2014, up from 631 in Q1 2014.
  • Funds reported $16.6B of PPL Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 58 funds opened new PPL Corp positions in Q2 2014 and 35 closed out, a net change of +23 holders.
  • The largest PPL Corp buyer in Q2 2014 was Fidelity Investments, an estimated $327M added.
  • The largest PPL Corp seller in Q2 2014 was LS Power Partners II, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2014.