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PPL

PPL Corp
PPL

755 hedge funds and large institutions have $18.4B invested in PPL Corp in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 297 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $121M | Put options by funds: $78.3M

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

13% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 263

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

11% more capital invested

Capital invested by funds: $16.5B → $18.4B (+$1.86B)

0.97% more ownership

Funds ownership: 71.2% → 72.17% (+0.97%)

1% less funds holding

Funds holding: 759 → 755 (-4)

Holders
755
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.8%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.35%
New
59
Increased
297
Reduced
263
Closed
53
Calls
$121M
Puts
$78.3M
Net Calls
+$43.1M
Net Calls Change
-$56.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.8M
3
Invesco
Invesco
Georgia
+$57.7M
4
EIP
Epoch Investment Partners
New York
+$54.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$77.2M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$74.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$32.4M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$32.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
501
Godshalk Welsh Capital Management
Pennsylvania
$427K -$35.8K -1,000 -8%
MLIC
502
Mandatum Life Insurance Company
Finland
$425K – – –
RCAMU
503
Rothschild & Co Asset Management US
Connecticut
$419K -$125K -3,496 -24%
W
504
Wealthfront
California
$416K +$61.3K +1,713 +18%
SOADOR
505
State of Alaska Department of Revenue
Alaska
$415K +$398K +11,122 New
AP
506
Advisor Partners
California
$413K +$79.5K +2,223 +25%
WA
507
WealthTrust Axiom
Pennsylvania
$412K +$395K +11,039 New
CA
508
Cornerstone Advisors
North Carolina
$411K – – –
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$409K -$416K -11,630 -52%
SFS
510
Sowell Financial Services
Arkansas
$404K +$186K +5,201 +104%
GLA
511
Good Life Advisors
Pennsylvania
$403K +$70.2K +1,962 +22%
TNBTD
512
Trustmark National Bank Trust Department
Mississippi
$402K – – –
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$399K +$11.2K +312 +3%
PTC
514
Private Trust Company
Ohio
$395K +$378K +10,580 New
ODCM
515
Old Dominion Capital Management
Virginia
$390K +$70.1K +1,961 +23%
MCA
516
Mercer Capital Advisers
New Jersey
$386K +$4.08K +114 +1%
IRF
517
IBM Retirement Fund
New York
$377K -$2M -55,923 -88%
IWMPD
518
Integrated Wealth Management (Palm Desert)
California
$374K +$44.8K +1,253 +14%
Lido Advisors
519
Lido Advisors
California
$374K +$58.1K +1,624 +20%
DZ Bank
520
DZ Bank
Germany
$372K – – –
CB
521
Community Bank
New York
$370K -$1.61K -45 -0.5%
WSTAM
522
Wilbanks Smith & Thomas Asset Management
Virginia
$369K +$14.5K +406 +4%
RWA
523
Ropes Wealth Advisors
Massachusetts
$361K +$113K +3,166 +49%
FNBT
524
FineMark National Bank & Trust
Florida
$360K -$51.9K -1,451 -13%
UB
525
UMB Bank
Missouri
$360K – – –
19 20
21
22 23

PPL Hedge Fund Activity: Q1 2017 in Review

755 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2017, worth a combined $18.4B — up 11% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PPL positions and 53 closed out — a net gain of 6 holders — while 297 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $1.67B. The largest seller was Janus Henderson Investors US, cutting an estimated $77.2M.

  • 755 institutional investors held PPL Corp (PPL) as of Q1 2017, down from 759 in Q4 2016.
  • Funds reported $18.4B of PPL Corp stock for Q1 2017, up 11% quarter-over-quarter.
  • 59 funds opened new PPL Corp positions in Q1 2017 and 53 closed out, a net change of +6 holders.
  • The largest PPL Corp buyer in Q1 2017 was BlackRock, an estimated $1.67B added.
  • The largest PPL Corp seller in Q1 2017 was Janus Henderson Investors US, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2017.