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PPL

PPL Corp

631 hedge funds and large institutions have $14.3B invested in PPL Corp in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 231 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34M

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.48B)

2% more funds holding

Funds holding: 618631 (+13)

2% more ownership

Funds ownership: 71.56%73.56% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
631
Holders Change
+13
Holders Change %
+2.1%
% of All Funds
18.23%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
65
Increased
235
Reduced
231
Closed
45
Calls
$69.7M
Puts
$34M
Net Calls
+$35.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
451
Thomas White International
Illinois
$415K
JMPWA
452
JP Morgan Private Wealth Advisors
California
$415K +$37.4K +1,288 +11%
AIP
453
Ameritas Investment Partners
Nebraska
$413K -$30.6K -1,055 -7%
HSA
454
HBK Sorce Advisory
Pennsylvania
$406K
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$402K -$55.2K -1,900 -13%
Connor, Clark & Lunn Investment Management (CC&L)
456
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$395K
TBA
457
Tower Bridge Advisors
Pennsylvania
$395K -$11.4K -392 -3%
CI
458
Constellation Investments
Ohio
$391K +$6.24K +215 +2%
CFMC
459
Curbstone Financial Management Corp
New Hampshire
$391K +$367K +12,654 New
BPBT
460
Boston Private Bank & Trust
Massachusetts
$389K -$52K -1,789 -12%
ACI
461
Alpha Cubed Investments
California
$388K -$547K -18,842 -60%
OFS
462
Orrstown Financial Services
Pennsylvania
$383K +$3.14K +108 +0.9%
DADC
463
D.A. Davidson & Co
Montana
$378K +$22.3K +769 +7%
ST
464
Semper Trust
Pennsylvania
$376K -$56.1K -1,933 -14%
MCM
465
Murphy Capital Management
New Jersey
$372K +$87 +3 +0%
FNBT
466
FineMark National Bank & Trust
Florida
$369K +$2.61K +90 +0.8%
DVM
467
Dreman Value Management
Florida
$367K +$109K +3,745 +46%
MBT
468
Monroe Bank & Trust
Michigan
$364K +$312K +10,736 +1,000%
STC
469
SEI Trust Company
Pennsylvania
$358K
William Blair & Company
470
William Blair & Company
Illinois
$357K -$34.7K -1,194 -9%
RWM
471
RKL Wealth Management
Pennsylvania
$353K +$332K +11,440 New
Teacher Retirement System of Texas
472
Teacher Retirement System of Texas
Texas
$352K +$331K +11,393 New
OWD
473
Osborn Williams & Donohoe
Ohio
$348K
LNB
474
Ledyard National Bank
$347K -$2.96M -101,967 -90%
RJFSA
475
Raymond James Financial Services Advisors
Florida
$344K -$23.7K -816 -7%

PPL Hedge Fund Activity: Q1 2014 in Review

631 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2014, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPL positions and 45 closed out — a net gain of 20 holders — while 235 added to existing stakes and 231 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $228M sold.

  • 631 institutional investors held PPL Corp (PPL) as of Q1 2014, up from 618 in Q4 2013.
  • Funds reported $14.3B of PPL Corp stock for Q1 2014, up 12% quarter-over-quarter.
  • 65 funds opened new PPL Corp positions in Q1 2014 and 45 closed out, a net change of +20 holders.
  • The largest PPL Corp buyer in Q1 2014 was Fidelity Investments, an estimated $189M added.
  • The largest PPL Corp seller in Q1 2014 was Ignis Investment Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2014.