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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
CI
451
Constellation Investments
Ohio
$328K +$40K +1,395 +14%
HW
452
Hancock Whitney
Mississippi
$324K -$3.99K -139 -1%
KFC
453
Klingenstein Fields & Co
New York
$324K – – –
OWD
454
Osborn Williams & Donohoe
Ohio
$319K – – –
WA
455
WESPAC Advisors
California
$314K +$318K +11,093 New
WCA
456
Westover Capital Advisors
Delaware
$311K – – –
HH
457
Hilltop Holdings
Texas
$311K +$83.4K +2,908 +36%
BTNA
458
Bremer Trust National Association
Minnesota
$310K -$7.54K -263 -2%
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$304K +$65.2K +2,272 +27%
PTC
460
Private Trust Company
Ohio
$303K -$33.3K -1,160 -10%
WA
461
WBH Advisory
Maryland
$303K -$1.23K -43 -0.4%
IB
462
Intrust Bank
Kansas
$302K -$23.6K -823 -7%
HC
463
HHG & Company
Connecticut
$299K +$13.3K +462 +5%
OMCS
464
Old Mutual Customised Solutions
South Africa
$295K +$46.2K +1,610 +18%
KWMG
465
King Wealth Management Group
Florida
$292K -$36.1K -1,258 -11%
NPPM
466
North Point Portfolio Managers
Ohio
$289K – – –
CIA
467
Choate Investment Advisors
Massachusetts
$288K -$5.11K -178 -2%
BA
468
Boston Advisors
Massachusetts
$286K +$33K +1,149 +13%
SF
469
Synovus Financial
Georgia
$284K – – –
MAM
470
Mastrapasqua Asset Management
Tennessee
$282K -$70K -2,442 -20%
SC
471
SouthState Corp
Florida
$282K +$286K +9,966 New
RT
472
Reliance Trust
Georgia
$272K – – –
BPBT
473
Boston Private Bank & Trust
Massachusetts
$264K -$7.77K -271 -3%
CCA
474
Conestoga Capital Advisors
Pennsylvania
$263K – – –
ACM
475
Aviance Capital Management
Florida
$256K -$1.61M -56,119 -86%
17 18
19
20 21

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.