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PPL

PPL Corp

824 hedge funds and large institutions have $15.4B invested in PPL Corp in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 297 increasing their positions, 275 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 68

44% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $58.3M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 768824 (+56)

8% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 275

0.07% less ownership

Funds ownership: 72.32%72.25% (-0.07%)

18% less capital invested

Capital invested by funds: $18.8B → $15.4B (-$3.43B)

Holders
824
Holders Change
+56
Holders Change %
+7.29%
% of All Funds
18.69%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
129
Increased
297
Reduced
275
Closed
68
Calls
$83.8M
Puts
$58.3M
Net Calls
+$25.5M
Net Calls Change
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
601
Cerity Partners
New York
$245K -$84.5K -2,352 -23%
M
602
MOTCO
Texas
$244K
BKA
603
Brick & Kyle Associates
Pennsylvania
$242K
BC
604
Burney Company
Virginia
$242K +$57.5K +1,601 +26%
JGUA
605
John G. Ullman & Associates
New York
$241K
SYBT
606
Stock Yards Bank & Trust
Kentucky
$239K
DC
607
Davenport & Co
Virginia
$239K +$14.5K +405 +6%
NPPM
608
North Point Portfolio Managers
Ohio
$238K
BAM
609
Belpointe Asset Management
Nevada
$236K +$49.6K +1,380 +22%
CFMC
610
Curbstone Financial Management Corp
New Hampshire
$232K -$362K -10,086 -57%
Capstone Investment Advisors
611
Capstone Investment Advisors
New York
$232K +$269K +7,500 New
BO
612
Bank OZK
Arkansas
$231K
ZIC
613
ZWJ Investment Counsel
Georgia
$230K
EWM
614
Evercore Wealth Management
New York
$229K -$5.03K -140 -2%
GEA
615
Glen Eagle Advisors
New Jersey
$228K -$13.1K -366 -5%
FWM
616
Focused Wealth Management
New York
$228K +$176K +4,900 +199%
MBA
617
McQueen Ball & Associates
Pennsylvania
$227K +$72 +2 +0%
AC
618
Addison Capital
Pennsylvania
$226K
IBOK
619
Independence Bank of Kentucky
Kentucky
$226K +$262K +7,293 New
BRWA
620
B. Riley Wealth Advisors
Florida
$220K -$15.7K -437 -6%
FI
621
FormulaFolio Investments
Michigan
$220K -$4.63K -129 -2%
OFS
622
Orrstown Financial Services
Pennsylvania
$220K
PMG
623
ProVise Management Group
Florida
$219K
CA
624
Continuum Advisory
Idaho
$219K +$24K +668 +10%
GWCM
625
Godshalk Welsh Capital Management
Pennsylvania
$218K -$84.4K -2,350 -25%

PPL Hedge Fund Activity: Q4 2017 in Review

824 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2017, worth a combined $15.4B — down 18% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new PPL positions and 68 closed out — a net gain of 61 holders — while 297 added to existing stakes and 275 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $680M.

  • 824 institutional investors held PPL Corp (PPL) as of Q4 2017, up from 768 in Q3 2017.
  • Funds reported $15.4B of PPL Corp stock for Q4 2017, down 18% quarter-over-quarter.
  • 129 funds opened new PPL Corp positions in Q4 2017 and 68 closed out, a net change of +61 holders.
  • The largest PPL Corp buyer in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $137M added.
  • The largest PPL Corp seller in Q4 2017 was Bank of America, an estimated $680M sold.

Based on aggregated 13F filings for Q4 2017.