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PPL

PPL Corp

631 hedge funds and large institutions have $14.3B invested in PPL Corp in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 231 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34M

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.48B)

2% more funds holding

Funds holding: 618631 (+13)

2% more ownership

Funds ownership: 71.56%73.56% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
631
Holders Change
+13
Holders Change %
+2.1%
% of All Funds
18.23%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
65
Increased
235
Reduced
231
Closed
45
Calls
$69.7M
Puts
$34M
Net Calls
+$35.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
576
D'Orazio & Associates
Virginia
$56K +$31.5K +1,083 +146%
ST
577
Stifel Trust
Missouri
$54K
TCOV
578
Trust Company of Vermont
Vermont
$51K -$27.4K -942 -36%
EAMA
579
EFG Asset Management (Americas)
Florida
$50K +$4.56K +157 +11%
W
580
Wealthfront
California
$46K +$44.1K +1,520 New
RIA
581
Regal Investment Advisors
Michigan
$37K
ST
582
Somerset Trust
Pennsylvania
$37K
BOK
583
Bank of Kentucky
Kentucky
$33K
MIM
584
Macroview Investment Management
Maryland
$33K
MAM
585
Mizuho Asset Management
Japan
$33K
MIC
586
MU Investments Company
Japan
$33K
MSFP
587
Mark Sheptoff Financial Planning
Connecticut
$33K +$31.2K +1,074 New
CTC
588
Central Trust Company
Missouri
$30K -$5.66K -195 -17%
FQ
589
First Quadrant
California
$30K
SFSIG
590
San Francisco Sentry Investment Group
California
$30K
WTC
591
WhitTier Trust Company
Nevada
$28K
PMFA
592
Plante Moran Financial Advisors
Michigan
$27K -$16.5K -569 -40%
VIA
593
Vantage Investment Advisors
Pennsylvania
$24K
LFG
594
LifePlan Financial Group
Ohio
$23K
FWM
595
Focused Wealth Management
New York
$22K
FAM
596
Formidable Asset Management
Ohio
$21K
Bessemer Group
597
Bessemer Group
New Jersey
$21K +$19.3K +666 New
HCM
598
Horrell Capital Management
Arkansas
$20K
ST
599
Spot Trading
Illinois
$17K -$4.34M -149,341 -100%
FBT
600
Founders Bank & Trust
Michigan
$17K -$5.14K -177 -24%

PPL Hedge Fund Activity: Q1 2014 in Review

631 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2014, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPL positions and 45 closed out — a net gain of 20 holders — while 235 added to existing stakes and 231 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $228M sold.

  • 631 institutional investors held PPL Corp (PPL) as of Q1 2014, up from 618 in Q4 2013.
  • Funds reported $14.3B of PPL Corp stock for Q1 2014, up 12% quarter-over-quarter.
  • 65 funds opened new PPL Corp positions in Q1 2014 and 45 closed out, a net change of +20 holders.
  • The largest PPL Corp buyer in Q1 2014 was Fidelity Investments, an estimated $189M added.
  • The largest PPL Corp seller in Q1 2014 was Ignis Investment Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2014.