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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
PFG
601
Piershale Financial Group
Illinois
$17K
RFS
602
Rockefeller Financial Services
New York
$17K
SFG
603
Sage Financial Group
Pennsylvania
$17K +$15.6K +537 New
S
604
SignatureFD
Georgia
$16K -$123K -4,223 -89%
BRWM
605
B. Riley Wealth Management
Tennessee
$15K +$14.3K +491 New
GAM
606
Gemmer Asset Management
California
$15K +$14.5K +498 New
BC
607
Bartlett & Co
Ohio
$13K
SSG
608
Summit Securities Group
New York
$13K +$12.5K +429 New
PG
609
PEAK6 Group
Illinois
$12K +$10.9K +376 New
MUMSS
610
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K +$9.99K +344 New
ECM
611
Exchange Capital Management
Michigan
$10K
TIM
612
Tortoise Investment Management
New York
$10K
NSIM
613
North Star Investment Management
Illinois
$10K +$9.44K +325 New
OC
614
Oakworth Capital
Alabama
$9K
WA
615
Waverly Advisors
Alabama
$9K +$2.29K +79 +36%
CHC
616
City Holding Co
West Virginia
$8K
FMP
617
Financial Management Professionals
Texas
$7K
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
WEC
619
Winslow Evans & Crocker
Massachusetts
$6.79K -$1.48K -51 -19%
EWM
620
Elite Wealth Management
Washington
$6K -$96.6K -3,325 -95%
RNS
621
Robert N. Shapiro
$6K -$12.1K -415 -70%
FCCM
622
First City Capital Management
Georgia
$5.96K +$5.61K +193 New
CL
623
CFS LLC
Oklahoma
$5K
TWA
624
TCI Wealth Advisors
Arizona
$4K
CBT
625
Central Bank & Trust
Kentucky
$3K -$56.1K -1,933 -95%

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.