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PPL

PPL Corp
PPL

828 hedge funds and large institutions have $16.8B invested in PPL Corp in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 360 increasing their positions, 259 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $165M | Put options by funds: $80.4M

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 259

10% more capital invested

Capital invested by funds: $15.3B → $16.8B (+$1.6B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

3% more funds holding

Funds holding: 807 → 828 (+21)

0.96% less ownership

Funds ownership: 74.91% → 73.95% (-0.96%)

Holders
828
Holders Change
+21
Holders Change %
+2.6%
% of All Funds
17.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
85
Increased
360
Reduced
259
Closed
55
Calls
$165M
Puts
$80.4M
Net Calls
+$84.4M
Net Calls Change
-$927K

Top Buyers

1
Invesco
Invesco
Georgia
+$74.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$43.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$42.2M
4
WIC
Willis Investment Counsel
Georgia
+$32.6M
5
State Street
State Street
Massachusetts
+$32.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
2
BlackRock
BlackRock
New York
-$97.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$57.2M
4
CVA
Ceredex Value Advisors
Florida
-$51.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$50.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
626
Wellington Management Group
Massachusetts
$224K +$219K +7,042 New
AC
627
Addison Capital
Pennsylvania
$223K -$9.32K -300 -4%
GLLW
628
Graves Light Lenhart Wealth
Virginia
$223K +$218K +7,024 New
CIA
629
ClearBridge Investments (Australia)
Australia
$222K -$113K -3,635 -34%
GWM
630
GSB Wealth Management
Connecticut
$222K +$218K +7,000 New
WSCM
631
Wellington Shields Capital Management
New York
$219K +$214K +6,900 New
FWIA
632
Fort Washington Investment Advisors
Ohio
$212K -$15.5K -500 -7%
AW
633
ACG Wealth
Georgia
$204K +$199K +6,416 New
CM
634
Caption Management
Oklahoma
$203K – – –
QT
635
Quantbot Technologies
New York
$201K +$197K +6,343 New
DAS
636
Dynamic Advisor Solutions
Arizona
$201K +$197K +6,347 New
AB
637
AT Bancorp
Iowa
$200K +$196K +6,291 New
LS
638
Livforsakringsbolaget Skandia
Sweden
$197K – – –
SFPIA
639
Stevens First Principles Investment Advisors
California
$195K +$91.5K +2,945 +92%
NSIM
640
North Star Investment Management
Illinois
$194K -$9.42K -303 -5%
FHA
641
First Horizon Advisors
Tennessee
$186K +$49.2K +1,584 +37%
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$179K +$142K +4,560 +248%
DSC
643
Duncker Streett & Co
Missouri
$178K -$34.2K -1,101 -16%
THWM
644
Taylor Hoffman Wealth Management
Virginia
$178K – – –
PA
645
Parallel Advisors
California
$178K +$52.6K +1,692 +43%
Capstone Investment Advisors
646
Capstone Investment Advisors
New York
$174K +$171K +5,489 New
WT
647
Whittier Trust
California
$172K -$13.1K -421 -7%
RA
648
Rational Advisors
New York
$163K +$17K +547 +12%
Rockefeller Capital Management
649
Rockefeller Capital Management
New York
$163K +$140K +4,513 +721%
SNT
650
Security National Trust
West Virginia
$161K – – –
24 25
26
27 28

PPL Hedge Fund Activity: Q1 2019 in Review

828 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2019, worth a combined $16.8B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PPL positions and 55 closed out — a net gain of 30 holders — while 360 added to existing stakes and 259 trimmed.

The largest buyer was Invesco, adding an estimated $74.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 828 institutional investors held PPL Corp (PPL) as of Q1 2019, up from 807 in Q4 2018.
  • Funds reported $16.8B of PPL Corp stock for Q1 2019, up 10% quarter-over-quarter.
  • 85 funds opened new PPL Corp positions in Q1 2019 and 55 closed out, a net change of +30 holders.
  • The largest PPL Corp buyer in Q1 2019 was Invesco, an estimated $74.9M added.
  • The largest PPL Corp seller in Q1 2019 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2019.