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PPL

PPL Corp
PPL

755 hedge funds and large institutions have $18.4B invested in PPL Corp in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 297 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $121M | Put options by funds: $78.3M

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

13% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 263

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

11% more capital invested

Capital invested by funds: $16.5B → $18.4B (+$1.86B)

0.97% more ownership

Funds ownership: 71.2% → 72.17% (+0.97%)

1% less funds holding

Funds holding: 759 → 755 (-4)

Holders
755
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.8%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.35%
New
59
Increased
297
Reduced
263
Closed
53
Calls
$121M
Puts
$78.3M
Net Calls
+$43.1M
Net Calls Change
-$56.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.8M
3
Invesco
Invesco
Georgia
+$57.7M
4
EIP
Epoch Investment Partners
New York
+$54.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$77.2M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$74.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$32.4M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$32.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
601
Blue Fin Capital
Rhode Island
$213K +$204K +5,705 New
RMDI
602
R.M. Davis Inc
Maine
$212K +$202K +5,659 New
SGCA
603
Steel Grove Capital Advisors
Tennessee
$211K +$200K +5,595 New
WT
604
Whittier Trust
California
$210K – – –
BUB
605
BBVA USA Bancshares
Texas
$209K +$200K +5,583 New
AB
606
AT Bancorp
Iowa
$209K +$200K +5,588 New
PWAP
607
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$209K +$200K +5,592 New
CCM
608
Catawba Capital Management
Virginia
$208K +$199K +5,555 New
PPSG
609
Princeton Portfolio Strategies Group
New Jersey
$207K +$198K +5,528 New
NFG
610
Next Financial Group
Texas
$206K -$98.5K -2,755 -34%
GLRA
611
Gerald L. Ray & Associates
Texas
$206K +$197K +5,500 New
LFAS
612
Level Four Advisory Services
Texas
$204K +$195K +5,444 New
William Blair & Company
613
William Blair & Company
Illinois
$202K -$33.6K -940 -15%
SNT
614
Security National Trust
West Virginia
$201K – – –
TCM
615
Tradition Capital Management
New Jersey
$201K +$193K +5,400 New
LWM
616
LBA Wealth Management
Florida
$197K -$322 -9 -0.2%
IWM
617
IHT Wealth Management
Illinois
$197K +$9.8K +274 +6%
BCP
618
Blue Chip Partners
Michigan
$192K -$26.1K -730 -12%
AssetMark Inc
619
AssetMark Inc
California
$184K +$17.8K +499 +11%
PWM
620
Perigon Wealth Management
California
$170K – – –
AAP
621
Arax Advisory Partners
Colorado
$165K +$1.36K +38 +0.9%
FWM
622
Focused Wealth Management
New York
$163K +$122K +3,400 +352%
PA
623
Parallel Advisors
California
$161K +$8.69K +243 +6%
PSUF
624
People's United Financial
Connecticut
$155K -$157K -4,394 -51%
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$153K +$537 +15 +0.4%
23 24
25
26 27

PPL Hedge Fund Activity: Q1 2017 in Review

755 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2017, worth a combined $18.4B — up 11% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PPL positions and 53 closed out — a net gain of 6 holders — while 297 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $1.67B. The largest seller was Janus Henderson Investors US, cutting an estimated $77.2M.

  • 755 institutional investors held PPL Corp (PPL) as of Q1 2017, down from 759 in Q4 2016.
  • Funds reported $18.4B of PPL Corp stock for Q1 2017, up 11% quarter-over-quarter.
  • 59 funds opened new PPL Corp positions in Q1 2017 and 53 closed out, a net change of +6 holders.
  • The largest PPL Corp buyer in Q1 2017 was BlackRock, an estimated $1.67B added.
  • The largest PPL Corp seller in Q1 2017 was Janus Henderson Investors US, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2017.