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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
BCMO
351
Buckingham Capital Management (Ohio)
Ohio
$877K +$69.8K +2,433 +9%
RJT
352
Raymond James Trust
Florida
$871K +$86.9K +3,028 +11%
DekaBank Deutsche Girozentrale
353
DekaBank Deutsche Girozentrale
Germany
$870K -$1.37M -47,863 -61%
SCM
354
Stevens Capital Management
Pennsylvania
$867K +$878K +30,628 New
FNBTCON
355
First National Bank & Trust Co of Newtown
Pennsylvania
$865K -$12.3K -429 -1%
APFBOT
356
Amica Pension Fund Board of Trustees
Rhode Island
$839K – – –
RBA
357
Richard Bernstein Advisors
New York
$831K – – –
AIM
358
abrdn Investment Management
United Kingdom
$822K +$43.3K +1,510 +5%
FSA
359
Franklin Street Advisors
North Carolina
$821K +$12.8K +446 +2%
FCFC
360
First Commonwealth Financial Corp
Pennsylvania
$814K +$5.39K +188 +0.7%
FT
361
Fiduciary Trust
Massachusetts
$753K – – –
CIBC World Market
362
CIBC World Market
Ontario, Canada
$747K +$135K +4,704 +22%
TNB
363
Thomasville National Bank
Georgia
$747K +$286K +9,978 +61%
HTC
364
Haverford Trust Company
Pennsylvania
$745K – – –
BSB
365
Bangor Savings Bank
Maine
$738K -$9.58K -334 -1%
AL
366
AJO LP
Pennsylvania
$738K +$748K +26,090 New
KeyBank National Association
367
KeyBank National Association
Ohio
$736K -$368K -12,846 -33%
BC
368
Banced Corp
Illinois
$730K +$7.31K +255 +1%
LTFS
369
Ladenburg Thalmann Financial Services
Florida
$726K +$138K +4,808 +23%
OA
370
OFI Advisors
Pennsylvania
$725K +$51.6K +1,799 +8%
WB
371
WesBanco Bank
West Virginia
$721K -$9.24K -322 -1%
TAM
372
Tocqueville Asset Management
New York
$720K – – –
PIM
373
Penobscot Investment Management
Massachusetts
$717K +$77.4K +2,700 +12%
BHWM
374
Bar Harbor Wealth Management
New Hampshire
$702K -$6.45K -225 -0.9%
T
375
TradeWorx
New Jersey
$700K +$482K +16,799 +212%
13 14
15
16 17

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.