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PPL

PPL Corp

722 hedge funds and large institutions have $16.5B invested in PPL Corp in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 292 increasing their positions, 261 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $195M | Put options by funds: $65.3M

12% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 261

0.48% more ownership

Funds ownership: 70.56%71.03% (+0.48%)

6% less funds holding

Funds holding: 765722 (-43)

8% less capital invested

Capital invested by funds: $18B → $16.5B (-$1.5B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 87

Holders
722
Holders Change
-43
Holders Change %
-5.62%
% of All Funds
19.26%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
50
Increased
292
Reduced
261
Closed
87
Calls
$195M
Puts
$65.3M
Net Calls
+$130M
Net Calls Change
+$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
501
Capital Guardian Trust
California
$365K +$12.3K +342 +3%
SWM
502
SVA Wealth Management
Wisconsin
$362K -$59.4K -1,650 -14%
BJL
503
Brighton Jones LLC
Washington
$361K +$376K +10,449 New
CB
504
Community Bank
New York
$359K -$36 -1 -0%
DOA
505
D'Orazio & Associates
Virginia
$358K +$130K +3,618 +54%
SS
506
Simplicity Solutions
Minnesota
$357K +$110K +3,053 +42%
CCM
507
Cadence Capital Management
Massachusetts
$355K +$370K +10,272 New
BSW
508
Buckingham Strategic Wealth
Missouri
$350K +$364K +10,124 New
MCA
509
Mercer Capital Advisers
New Jersey
$349K +$3.74K +104 +1%
NCCM
510
Nine Chapters Capital Management
New Jersey
$349K +$104K +2,900 +40%
GHA
511
GW Henssler & Associates
Georgia
$347K +$361K +10,033 New
LOAME
512
Lombard Odier Asset Management (Europe)
United Kingdom
$345K
CCMG
513
Clark Capital Management Group
Pennsylvania
$342K -$160K -4,439 -31%
FI
514
FormulaFolio Investments
Michigan
$342K +$356K +9,889 New
UR
515
USCA RIA
Texas
$338K +$39.6K +1,100 +13%
Mariner
516
Mariner
Kansas
$338K +$130K +3,612 +59%
TAF
517
Tredje AP-fonden
Sweden
$336K -$135K -3,740 -28%
HB
518
Homrich & Berg
Georgia
$336K -$7.23K -201 -2%
MYLI
519
Meiji Yasuda Life Insurance
Japan
$334K -$836K -23,230 -71%
UB
520
UMB Bank
Missouri
$333K -$4.68K -130 -1%
MLIC
521
Mandatum Life Insurance Company
Finland
$328K
BFG
522
Beacon Financial Group
Texas
$327K +$338K +9,400 New
CFA
523
CT Financial Advisors
Pennsylvania
$322K
AUB
524
Atlantic Union Bankshares
Virginia
$320K
MAM
525
Mastrapasqua Asset Management
Tennessee
$320K +$26.6K +740 +9%

PPL Hedge Fund Activity: Q3 2016 in Review

722 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2016, worth a combined $16.5B — down 8.3% from $18B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of PPL and 50 opened new positions — a net loss of 37 holders — while 261 trimmed existing stakes and 292 added.

The largest buyer was Franklin Resources, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $130M.

  • 722 institutional investors held PPL Corp (PPL) as of Q3 2016, down from 765 in Q2 2016.
  • Funds reported $16.5B of PPL Corp stock for Q3 2016, down 8.3% quarter-over-quarter.
  • 50 funds opened new PPL Corp positions in Q3 2016 and 87 closed out, a net change of -37 holders.
  • The largest PPL Corp buyer in Q3 2016 was Franklin Resources, an estimated $126M added.
  • The largest PPL Corp seller in Q3 2016 was Fidelity Investments, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2016.