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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
YMRC
601
Yorktown Management & Research Company
Virginia
– -$605K -21,473 Closed
FSA
602
Financial Sense Advisors
California
– -$529K -18,775 Closed
Verition Fund Management
603
Verition Fund Management
Connecticut
– -$403K -14,306 Closed
BCM
604
Bourgeon Capital Management
Connecticut
– -$395K -14,011 Closed
CIC
605
Crawford Investment Counsel
Georgia
– -$348K -12,347 Closed
PFS
606
Prospera Financial Services
Texas
– -$344K -12,337 Closed
HT
607
HAP Trading
New York
– -$340K -12,061 Closed
LCP
608
Longbow Capital Partners
New York
– -$303K -10,737 Closed
Loomis, Sayles & Company
609
Loomis, Sayles & Company
Massachusetts
– -$279 -9,892 Closed
RCM
610
RNC Capital Management
California
– -$248K -8,789 Closed
TCM
611
Telos Capital Management
California
– -$231K -8,187 Closed
CCT
612
Capital City Trust
Florida
– -$162K -5,750 Closed
USGIU
613
U.S. Global Investors (USGI)
Texas
– -$121K -4,295 Closed
GLA
614
Great Lakes Advisors
Illinois
– -$100K -3,543 Closed
TSWM
615
Triangle Securities Wealth Management
North Carolina
– -$70K -2,469 Closed
PFO
616
Pathstone Family Office
New Jersey
– -$30K -1,074 Closed
FHB
617
First Hawaiian Bank
Hawaii
– -$18K -631 Closed
IWC
618
Integrated Wealth Counsel
California
– -$12K -433 Closed
PAS
619
Partnervest Advisory Services
California
– -$9K -322 Closed
CFA
620
Carroll Financial Associates
North Carolina
– +$660 +23 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.