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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
OIA
501
Optimum Investment Advisors
Illinois
$166K +$168K +5,851 New
Bessemer Group
502
Bessemer Group
New Jersey
$164K -$30.8K -1,073 -16%
FHA
503
First Horizon Advisors
Tennessee
$162K +$95.5K +3,328 +138%
GIS
504
Guardian Investor Services
New York
$154K +$10.2K +355 +7%
DADC
505
D.A. Davidson & Co
Montana
$145K +$10.8K +376 +8%
CA
506
CapWealth Advisors
Tennessee
$138K +$140K +4,875 New
S
507
SignatureFD
Georgia
$129K +$127K +4,438 +3,638%
NES
508
New England Securities
New York
$126K +$41K +1,430 +47%
BMM
509
Buffington Mohr McNeal
Idaho
$122K +$123K +4,295 New
TCM
510
TD Capital Management
Tennessee
$121K +$1.49K +52 +1%
PSI
511
Pinnacle Summer Investments
Virginia
$116K -$8K -279 -6%
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$116K +$1.09K +38 +0.9%
IMS
513
Index Management Solutions
Pennsylvania
$112K +$114K +3,960 New
ECM
514
ETrade Capital Management
Virginia
$111K +$37.1K +1,293 +49%
TCOV
515
Trust Company of Vermont
Vermont
$101K -$21.6K -752 -17%
MCM
516
Manchester Capital Management
Vermont
$100K – – –
QAM
517
QCI Asset Management
New York
$97K +$2.47K +86 +3%
SAMC
518
Shinko Asset Management Company
Japan
$91K – – –
DVM
519
Dreman Value Management
Florida
$88K +$89.3K +3,115 New
PR
520
Payden & Rygel
California
$87K – – –
IC
521
IKOS CIF
Cyprus
$85K +$86.1K +3,003 New
HCC
522
Hirtle Callaghan & Co
Pennsylvania
$81K +$80.7K +2,813 New
SSB
523
Sandy Spring Bank
Maryland
$75K +$41.5K +1,447 +120%
JIC
524
Joel Isaacson & Co
New York
$73K – – –
TFA
525
Transamerica Financial Advisors
Florida
$72K +$16.9K +590 +30%
19 20
21
22 23

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.