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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
SFSIG
551
San Francisco Sentry Investment Group
California
$27K – – –
WTC
552
WhitTier Trust Company
Nevada
$26K -$1.52K -53 -5%
PMFA
553
Plante Moran Financial Advisors
Michigan
$25K +$574 +20 +2%
FBT
554
Founders Bank & Trust
Michigan
$21K – – –
LFG
555
LifePlan Financial Group
Ohio
$21K – – –
TIM
556
Tortoise Investment Management
New York
$20K – – –
FWM
557
Focused Wealth Management
New York
$20K +$20.5K +715 New
FAM
558
Formidable Asset Management
Ohio
$19K +$19.4K +676 New
ITIM
559
Indiana Trust & Investment Management
Indiana
$18K +$18K +629 New
PFG
560
Piershale Financial Group
Illinois
$16K – – –
RFS
561
Rockefeller Financial Services
New York
$16K – – –
HRIA
562
Haberer Registered Investment Advisor
Ohio
$14K +$8.32K +290 +135%
BC
563
Bartlett & Co
Ohio
$12K – – –
PCM
564
Prelude Capital Management
New York
$9K -$299K -10,436 -97%
HPBT
565
High Point Bank & Trust
North Carolina
$9K – – –
ECM
566
Exchange Capital Management
Michigan
$9K +$9.24K +322 New
Jones Financial Companies
567
Jones Financial Companies
Missouri
$8K -$12.3K -430 -62%
HFM
568
Hartford Financial Management
Connecticut
$6K -$397K -13,850 -98%
EWM
569
Edge Wealth Management
New York
$6K – – –
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
FMP
571
Financial Management Professionals
Texas
$6K – – –
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
EWM
573
Evercore Wealth Management
New York
$6K +$5.71K +199 New
KIG
574
Kessler Investment Group
Indiana
$6K +$6.17K +215 New
WA
575
Waverly Advisors
Alabama
$6K +$6.31K +220 New
21 22
23
24 25

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.