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PPL

PPL Corp

722 hedge funds and large institutions have $16.5B invested in PPL Corp in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 292 increasing their positions, 261 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $195M | Put options by funds: $65.3M

12% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 261

0.48% more ownership

Funds ownership: 70.56%71.03% (+0.48%)

6% less funds holding

Funds holding: 765722 (-43)

8% less capital invested

Capital invested by funds: $18B → $16.5B (-$1.5B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 87

Holders
722
Holders Change
-43
Holders Change %
-5.62%
% of All Funds
19.26%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
50
Increased
292
Reduced
261
Closed
87
Calls
$195M
Puts
$65.3M
Net Calls
+$130M
Net Calls Change
+$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
426
MSI Financial Services
Massachusetts
$715K -$80.3K -2,231 -10%
CI
427
Conning Inc
Connecticut
$713K +$36.3K +1,010 +5%
HSA
428
HBK Sorce Advisory
Pennsylvania
$710K -$128K -3,567 -15%
BCM
429
BTR Capital Management
California
$706K -$39.6K -1,100 -5%
PTC
430
Philadelphia Trust Company
Pennsylvania
$703K +$45.9K +1,275 +7%
NA
431
NewEdge Advisors
Louisiana
$687K +$716K +19,890 New
NFA
432
Nuveen Fund Advisors
Illinois
$678K +$443K +12,322 +169%
HTC
433
Haverford Trust Company
Pennsylvania
$674K -$3.35K -93 -0.5%
UCFA
434
United Capital Financial Advisors
Texas
$673K +$123K +3,409 +21%
NDSI
435
Newman Dignan & Sheerar Inc
Rhode Island
$661K -$23.1K -641 -3%
Cetera Investment Advisers
436
Cetera Investment Advisers
Illinois
$658K -$2.15M -59,726 -76%
V
437
Veritable
Delaware
$656K -$19.3K -535 -3%
CWM
438
Concert Wealth Management
California
$639K +$75.9K +2,109 +13%
TCT
439
TIAA CREF Trust
Missouri
$631K +$80.7K +2,244 +14%
RB
440
Rodgers Brothers
Pennsylvania
$628K +$3.53K +98 +0.5%
NIT
441
NumerixS Investment Technologies
British Columbia, Canada
$626K +$385K +10,700 +145%
NJBEST
442
New Jersey Better Educational Savings Trust
New Jersey
$622K +$108K +3,000 +20%
CFMC
443
Curbstone Financial Management Corp
New Hampshire
$618K -$3.6K -100 -0.6%
CFN
444
Cordasco Financial Network
Florida
$614K
AIA
445
AIMZ Investment Advisors
California
$612K -$3.6K -100 -0.6%
PIM
446
Penobscot Investment Management
Massachusetts
$609K -$18K -500 -3%
MSV
447
MN Services Vermogensbeheer
Netherlands
$599K +$11.4K +316 +2%
BAM
448
Brave Asset Management
New Jersey
$592K
SACTSONJ
449
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$588K
JMPWA
450
JP Morgan Private Wealth Advisors
California
$579K -$215K -5,975 -26%

PPL Hedge Fund Activity: Q3 2016 in Review

722 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2016, worth a combined $16.5B — down 8.3% from $18B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of PPL and 50 opened new positions — a net loss of 37 holders — while 261 trimmed existing stakes and 292 added.

The largest buyer was Franklin Resources, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $130M.

  • 722 institutional investors held PPL Corp (PPL) as of Q3 2016, down from 765 in Q2 2016.
  • Funds reported $16.5B of PPL Corp stock for Q3 2016, down 8.3% quarter-over-quarter.
  • 50 funds opened new PPL Corp positions in Q3 2016 and 87 closed out, a net change of -37 holders.
  • The largest PPL Corp buyer in Q3 2016 was Franklin Resources, an estimated $126M added.
  • The largest PPL Corp seller in Q3 2016 was Fidelity Investments, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2016.