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PPL

PPL Corp
PPL

768 hedge funds and large institutions have $18.8B invested in PPL Corp in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 289 increasing their positions, 284 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $63.9M

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 284

0.2% more ownership

Funds ownership: 72.12% → 72.32% (+0.2%)

1% less capital invested

Capital invested by funds: $19.1B → $18.8B (-$227M)

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

1% less funds holding

Funds holding: 777 → 768 (-9)

40% less funds holding in top 10

Funds holding in top 10: 15 → 9 (-6)

Holders
768
Holders Change
-9
Holders Change %
-1.16%
% of All Funds
19.15%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.22%
New
48
Increased
289
Reduced
284
Closed
51
Calls
$95.1M
Puts
$63.9M
Net Calls
+$31.2M
Net Calls Change
+$26M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$65.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$63.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$59.8M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$47.7M
5
Wells Fargo
Wells Fargo
California
+$42.8M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$80.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$79.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.7M
4
American Century Companies
American Century Companies
Missouri
-$42.8M
5
Millennium Management
Millennium Management
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
601
GW Henssler & Associates
Georgia
$240K – – –
BC
602
Burney Company
Virginia
$238K -$44.3K -1,147 -16%
BAM
603
Belpointe Asset Management
Nevada
$237K +$241K +6,234 New
PCM
604
Prelude Capital Management
New York
$231K -$417K -10,785 -64%
FCB
605
First Command Bank
Texas
$229K -$19.6K -507 -8%
FCFS
606
First Command Financial Services
Texas
$229K -$19.6K -507 -8%
AF
607
Aldebaran Financial
$228K – – –
BP
608
Ballentine Partners
Massachusetts
$227K -$6.11K -158 -3%
CCT
609
Chemung Canal Trust
New York
$226K -$12.4K -320 -5%
LNC
610
Lincoln National Corp
Pennsylvania
$226K +$230K +5,952 New
MBT
611
Monroe Bank & Trust
Michigan
$225K – – –
JIC
612
Johnson Investment Counsel
Ohio
$224K -$16.2K -420 -7%
EHWM
613
Eads & Heald Wealth Management
Georgia
$223K +$228K +5,885 New
FANJ
614
Financial Architects (New Jersey)
New Jersey
$217K -$6.57K -170 -3%
KWMG
615
King Wealth Management Group
Florida
$217K – – –
BFC
616
Blue Fin Capital
Rhode Island
$216K – – –
BFA
617
Beaumont Financial Advisors
Massachusetts
$216K +$220K +5,681 New
SGCA
618
Steel Grove Capital Advisors
Tennessee
$215K +$216K +5,595 New
CCM
619
Catawba Capital Management
Virginia
$211K – – –
Bessemer Group
620
Bessemer Group
New Jersey
$211K +$4.25K +110 +2%
GLRA
621
Gerald L. Ray & Associates
Texas
$209K – – –
KTC
622
Kistler-Tiffany Companies
Pennsylvania
$209K +$54.7K +1,414 +34%
PPSG
623
Princeton Portfolio Strategies Group
New Jersey
$208K – – –
PWAP
624
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$207K -$20.3K -525 -9%
CA
625
Commerzbank Aktiengesellschaft
Germany
$206K -$507K -13,116 -71%
23 24
25
26 27

PPL Hedge Fund Activity: Q3 2017 in Review

768 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2017, worth a combined $18.8B — down 1.2% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PPL and 48 opened new positions — a net loss of 3 holders — while 284 trimmed existing stakes and 289 added.

The largest buyer was Janus Henderson Group, adding an estimated $65.4M. The largest seller was Nordea Investment Management, cutting an estimated $80.7M.

  • 768 institutional investors held PPL Corp (PPL) as of Q3 2017, down from 777 in Q2 2017.
  • Funds reported $18.8B of PPL Corp stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 48 funds opened new PPL Corp positions in Q3 2017 and 51 closed out, a net change of -3 holders.
  • The largest PPL Corp buyer in Q3 2017 was Janus Henderson Group, an estimated $65.4M added.
  • The largest PPL Corp seller in Q3 2017 was Nordea Investment Management, an estimated $80.7M sold.

Based on aggregated 13F filings for Q3 2017.