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PPL

PPL Corp

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: 777768 (-9)

40% less funds holding in top 10

Funds holding in top 10: 159 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
626
Tradition Capital Management
New Jersey
$205K
TCM
627
Tufton Capital Management
Maryland
$205K
SNT
628
Security National Trust
West Virginia
$204K
WT
629
Whittier Trust
California
$202K
EDRH
630
Edmond de Rothschild Holding
Switzerland
$199K +$203K +5,255 New
BCP
631
Blue Chip Partners
Michigan
$196K +$39 +1 +0%
GRP
632
Global Retirement Partners
California
$182K +$24.4K +632 +15%
HI
633
Hendershot Investments
Virginia
$180K -$30.4K -785 -14%
IWM
634
IHT Wealth Management
Illinois
$176K -$21.7K -560 -11%
OFW
635
Omnia Family Wealth
Florida
$173K -$3.67K -95 -2%
BRC
636
Bell Rock Capital
Delaware
$173K
PWM
637
Perigon Wealth Management
California
$173K
AAP
638
Arax Advisory Partners
Colorado
$171K +$1.62K +42 +0.9%
BWA
639
BDO Wealth Advisors
Florida
$163K -$30K -777 -15%
CP
640
Corbenic Partners
Pennsylvania
$159K -$44.5K -1,151 -22%
PA
641
Parallel Advisors
California
$156K -$12.1K -312 -7%
FHA
642
First Horizon Advisors
Tennessee
$155K
WAM
643
Wealthspire Advisors (Maryland)
Maryland
$152K +$1.08K +28 +0.7%
RAM
644
Riggs Asset Management
Pennsylvania
$151K
JWA
645
JFS Wealth Advisors
Pennsylvania
$150K +$69.4K +1,795 +83%
NFG
646
Next Financial Group
Texas
$149K -$52.5K -1,358 -26%
AssetMark Inc
647
AssetMark Inc
California
$144K -$254K -6,576 -63%
CFG
648
Citizens Financial Group
Rhode Island
$144K -$1.24K -32 -0.8%
DCM
649
Dupont Capital Management
Delaware
$143K -$9.05K -234 -6%
MA
650
MCF Advisors
Kentucky
$142K +$5.8K +150 +4%

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.