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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
LWM
476
LBA Wealth Management
Florida
$339K
Lazard Asset Management
477
Lazard Asset Management
New York
$339K +$320K +11,004 New
CWM
478
Concert Wealth Management
California
$338K -$20.6K -710 -6%
RIG
479
Roosevelt Investment Group
New York
$337K +$317K +10,916 New
WA
480
WBH Advisory
Maryland
$335K +$319 +11 +0.1%
Toronto Dominion Bank
481
Toronto Dominion Bank
Ontario, Canada
$334K +$348 +12 +0.1%
MFS
482
MSI Financial Services
Massachusetts
$332K -$87.2K -3,003 -22%
CA
483
Cornerstone Advisors
North Carolina
$331K
ACS
484
Archford Capital Strategies
Illinois
$331K +$311K +10,720 New
BTNA
485
Bremer Trust National Association
Minnesota
$329K -$13.4K -460 -4%
SF
486
Synovus Financial
Georgia
$323K +$31.2K +1,074 +11%
CFS
487
Community Financial System
New York
$322K -$31.2K -1,074 -9%
OMCS
488
Old Mutual Customised Solutions
South Africa
$321K
WA
489
WESPAC Advisors
California
$314K -$81.6K -2,811 -22%
HC
490
HHG & Company
Connecticut
$314K
WA
491
WealthTrust Axiom
Pennsylvania
$314K +$63.5K +2,187 +27%
VF
492
Virtu Financial
New York
$314K +$295K +10,158 New
CFA
493
CT Financial Advisors
Pennsylvania
$313K +$290K +9,996 New
Bank of Nova Scotia
494
Bank of Nova Scotia
Ontario, Canada
$308K -$210K -7,225 -42%
SCM
495
Schnieders Capital Management
California
$307K -$9.35K -322 -3%
CA
496
Cetera Advisors
Colorado
$307K +$289K +9,959 New
KFC
497
Klingenstein Fields & Co
New York
$300K -$50.4K -1,735 -15%
IB
498
Intrust Bank
Kansas
$298K -$15.3K -528 -5%
RT
499
Reliance Trust
Georgia
$298K +$2.56K +88 +0.9%
WTB
500
Washington Trust Bank
Washington
$298K +$281K +9,663 New

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.