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PPL

PPL Corp

618 hedge funds and large institutions have $12.8B invested in PPL Corp in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 224 increasing their positions, 217 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $33.8M

120% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 35

7% more funds holding

Funds holding: 580618 (+38)

3% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 217

1% less capital invested

Capital invested by funds: $13B → $12.8B (-$148M)

1.09% less ownership

Funds ownership: 72.65%71.56% (-1.1%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
618
Holders Change
+38
Holders Change %
+6.55%
% of All Funds
17.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
77
Increased
224
Reduced
217
Closed
35
Calls
$90.1M
Puts
$33.8M
Net Calls
+$56.3M
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Exchange Capital Management
Michigan
$9K
HPBT
602
High Point Bank & Trust
North Carolina
$9K
WEC
603
Winslow Evans & Crocker
Massachusetts
$8K +$7.64K +271 New
OC
604
Oakworth Capital
Alabama
$8K +$8.18K +290 New
CHC
605
City Holding Co
West Virginia
$7K +$6.97K +247 New
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
FMP
607
Financial Management Professionals
Texas
$6K
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
WA
609
Waverly Advisors
Alabama
$6K +$56 +2 +0.9%
FA
610
Financial Advantage
Maryland
$6K +$6.06K +215 New
CL
611
CFS LLC
Oklahoma
$5K
FMB
612
Field & Main Bank
Kentucky
$5K +$4.63K +164 New
TWA
613
TCI Wealth Advisors
Arizona
$4K
CAL
614
Capital Advisors Ltd
Ohio
$2K +$1.8K +64 New
SMA
615
Simply Money Advisors
Ohio
$2K +$2.14K +76 New
TFO
616
Tarbox Family Office
California
$2K +$2.17K +77 New
NDSI
617
Newman Dignan & Sheerar Inc
Rhode Island
$1.07K -$38K -1,348 -3%
SA
618
SRH Advisors
Kansas
$1K +$1.3K +46 New
CGT
619
Capital Guardian Trust
California
$1K +$1.41K +50 New
Capital World Investors
620
Capital World Investors
California
-$33.8M -1,195,963 Closed
WMSA
621
Weiss Multi-Strategy Advisers
New York
-$27.3M -966,287 Closed
Cohen & Steers
622
Cohen & Steers
New York
-$25.5M -902,344 Closed
CC
623
Carlson Capital
Texas
-$21.9M -774,576 Closed
SFM
624
Systematic Financial Management
New Jersey
-$16.2M -573,320 Closed
SM
625
Seminole Management
New York
-$14.7M -520,120 Closed

PPL Hedge Fund Activity: Q4 2013 in Review

618 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2013, worth a combined $12.8B — down 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PPL positions and 35 closed out — a net gain of 42 holders — while 224 added to existing stakes and 217 trimmed.

The largest buyer was Prudential Financial, adding an estimated $98.4M. The largest seller was Goldman Sachs, cutting an estimated $172M.

  • 618 institutional investors held PPL Corp (PPL) as of Q4 2013, up from 580 in Q3 2013.
  • Funds reported $12.8B of PPL Corp stock for Q4 2013, down 1.1% quarter-over-quarter.
  • 77 funds opened new PPL Corp positions in Q4 2013 and 35 closed out, a net change of +42 holders.
  • The largest PPL Corp buyer in Q4 2013 was Prudential Financial, an estimated $98.4M added.
  • The largest PPL Corp seller in Q4 2013 was Goldman Sachs, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2013.