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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
CL
576
CFS LLC
Oklahoma
$5K – – –
Group One Trading
577
Group One Trading
Illinois
$4K -$67.4K -2,351 -95%
NC
578
NewSquare Capital
Pennsylvania
$4K – – –
TWA
579
TCI Wealth Advisors
Arizona
$4K – – –
CPS
580
Counsel Portfolio Services
Ontario, Canada
$334 – – –
EA
581
Euclid Advisors
Connecticut
– -$26.5M -941,389 Closed
SC
582
Sculptor Capital
New York
– -$16.4M -581,384 Closed
PI
583
PGGM Investments
Netherlands
– -$15.5M -550,845 Closed
WHG
584
Westwood Holdings Group
Texas
– -$14.6M -516,642 Closed
SCM
585
Symons Capital Management
Pennsylvania
– -$9.29M -329,589 Closed
Wellington Management Group
586
Wellington Management Group
Massachusetts
– -$5.51M -195,475 Closed
N
587
Natixis
France
– -$3.87M -137,260 Closed
JCM
588
Jasinkiewicz Capital Management
New Jersey
– -$3.22M -114,200 Closed
NMERB
589
New Mexico Educational Retirement Board
New Mexico
– -$2.81M -99,552 Closed
TAM
590
TPH Asset Management
Texas
– -$2.48M -88,040 Closed
SBAM
591
Santa Barbara Asset Management
California
– -$2.06M -73,282 Closed
RJFSA
592
Raymond James Financial Services Advisors
Florida
– -$2.03M -72,065 Closed
PI
593
PineBridge Investments
New York
– -$1.59M -56,270 Closed
Lazard Asset Management
594
Lazard Asset Management
New York
– -$1.36M -48,121 Closed
ACM
595
Advisors Capital Management
New Jersey
– -$1.05M -37,283 Closed
SBCM
596
Silver Bridge Capital Management
Massachusetts
– -$962K -34,117 Closed
PP
597
Paloma Partners
Connecticut
– -$773K -27,452 Closed
Jacobs Levy Equity Management
598
Jacobs Levy Equity Management
New Jersey
– -$741K -26,304 Closed
ICM
599
IMS Capital Management
Oregon
– -$738K -26,197 Closed
EAM
600
Eclectica Asset Management
United Kingdom
– -$642K -22,761 Closed
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.