We are live on ! Find out more
PPL

PPL Corp

618 hedge funds and large institutions have $12.8B invested in PPL Corp in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 224 increasing their positions, 217 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $33.8M

120% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 35

7% more funds holding

Funds holding: 580618 (+38)

3% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 217

1% less capital invested

Capital invested by funds: $13B → $12.8B (-$148M)

1.09% less ownership

Funds ownership: 72.65%71.56% (-1.1%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
618
Holders Change
+38
Holders Change %
+6.55%
% of All Funds
17.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
77
Increased
224
Reduced
217
Closed
35
Calls
$90.1M
Puts
$33.8M
Net Calls
+$56.3M
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
451
Tower Bridge Advisors
Pennsylvania
$369K -$20.6K -730 -5%
HSA
452
HBK Sorce Advisory
Pennsylvania
$368K
HW
453
Hancock Whitney
Mississippi
$366K +$45.2K +1,603 +14%
WA
454
WESPAC Advisors
California
$364K +$53.7K +1,905 +17%
William Blair & Company
455
William Blair & Company
Illinois
$357K +$22.6K +802 +7%
RC
456
RegentAtlantic Capital
New Jersey
$356K -$17.8K -630 -5%
CFB
457
Cullen/Frost Bankers
Texas
$350K +$620 +22 +0.2%
CI
458
Constellation Investments
Ohio
$349K +$24.2K +859 +7%
Connor, Clark & Lunn Investment Management (CC&L)
459
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$346K +$327K +11,607 New
OFS
460
Orrstown Financial Services
Pennsylvania
$345K +$136K +4,809 +64%
JMPWA
461
JP Morgan Private Wealth Advisors
California
$342K -$4.6K -163 -1%
Pacer Advisors
462
Pacer Advisors
Pennsylvania
$341K +$284K +10,081 New
MCM
463
Murphy Capital Management
New Jersey
$338K -$24.1K -856 -7%
RJFSA
464
Raymond James Financial Services Advisors
Florida
$335K +$337K +11,963 New
FNBT
465
FineMark National Bank & Trust
Florida
$333K -$10.6K -377 -3%
CPS
466
Counsel Portfolio Services
Ontario, Canada
$331K
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$330K +$29.7K +1,053 +10%
CWM
468
Concert Wealth Management
California
$327K -$13.5K -480 -4%
STC
469
SEI Trust Company
Pennsylvania
$325K +$154K +5,475 +89%
CFS
470
Community Financial System
New York
$322K -$6.04K -214 -2%
DADC
471
D.A. Davidson & Co
Montana
$322K +$181K +6,431 +125%
KFC
472
Klingenstein Fields & Co
New York
$321K
DVM
473
Dreman Value Management
Florida
$318K +$142K +5,044 +162%
OWD
474
Osborn Williams & Donohoe
Ohio
$316K
BTNA
475
Bremer Trust National Association
Minnesota
$311K +$3.24K +115 +1%

PPL Hedge Fund Activity: Q4 2013 in Review

618 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2013, worth a combined $12.8B — down 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PPL positions and 35 closed out — a net gain of 42 holders — while 224 added to existing stakes and 217 trimmed.

The largest buyer was Prudential Financial, adding an estimated $98.4M. The largest seller was Goldman Sachs, cutting an estimated $172M.

  • 618 institutional investors held PPL Corp (PPL) as of Q4 2013, up from 580 in Q3 2013.
  • Funds reported $12.8B of PPL Corp stock for Q4 2013, down 1.1% quarter-over-quarter.
  • 77 funds opened new PPL Corp positions in Q4 2013 and 35 closed out, a net change of +42 holders.
  • The largest PPL Corp buyer in Q4 2013 was Prudential Financial, an estimated $98.4M added.
  • The largest PPL Corp seller in Q4 2013 was Goldman Sachs, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2013.