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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
BFEC
401
Benjamin F. Edwards & Company
Missouri
$703K +$4.57K +145 +0.7%
MC
402
Moors & Cabot
Massachusetts
$699K +$145K +4,593 +28%
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$672K +$54.5K +1,730 +9%
CP
404
Camelot Portfolios
Ohio
$657K +$1.29K +41 +0.2%
BC
405
Banced Corp
Illinois
$643K -$22.2K -704 -3%
HVIA
406
Hudson Valley Investment Advisors
New York
$637K +$5.93K +188 +1%
HSA
407
HBK Sorce Advisory
Pennsylvania
$632K +$188K +5,958 +45%
Wellington Management Group
408
Wellington Management Group
Massachusetts
$631K +$601K +19,057 New
AB
409
Amalgamated Bank
New York
$617K +$67.5K +2,142 +13%
PAM
410
Paradigm Asset Management
New York
$606K +$338K +10,737 +142%
PTC
411
Private Trust Company
Ohio
$605K +$2.65K +84 +0.5%
SACTSONJ
412
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$604K
NRS
413
Neville Rodie & Shaw
New York
$594K +$25.7K +816 +5%
SAM
414
Symphony Asset Management
California
$592K +$564K +17,893 New
WCA
415
Westover Capital Advisors
Delaware
$591K -$26.7K -848 -5%
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$590K -$40.6K -1,288 -7%
CPO
417
Cerity Partners OCIO
New York
$590K +$78.8K +2,498 +16%
RIG
418
Roosevelt Investment Group
New York
$576K +$204K +6,480 +59%
AI
419
Atria Investments
North Carolina
$575K +$548K +17,388 New
Brown Advisory
420
Brown Advisory
Maryland
$572K +$545K +17,282 New
V
421
Veritable
Delaware
$571K -$88.5K -2,806 -14%
DADC
422
D.A. Davidson & Co
Montana
$571K +$156K +4,951 +40%
MYAM
423
Meiji Yasuda Asset Management
Japan
$564K -$126K -3,984 -19%
SWM
424
SVA Wealth Management
Wisconsin
$559K +$70.6K +2,239 +15%
ANRIA
425
American National Registered Investment Advisor
Texas
$557K -$2.68K -85 -0.5%

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.