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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
CWM
651
Catamount Wealth Management
Connecticut
$79K – – –
SSB
652
Sandy Spring Bank
Maryland
$75K +$13.3K +373 +23%
KPCM
653
Kings Point Capital Management
New York
$75K +$71.5K +2,000 New
FIB
654
First Interstate Bank
Montana
$73K – – –
SFPIA
655
Stevens First Principles Investment Advisors
California
$70K – – –
RIM
656
Rampart Investment Management
Connecticut
$70K +$66.7K +1,864 New
RFA
657
Reilly Financial Advisors
California
$69K +$9.59K +268 +17%
APSP
658
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K – – –
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$64K -$8.94K -250 -13%
LWA
660
Lowe Wealth Advisors
Maryland
$63K – – –
QCG
661
Quadrant Capital Group
Ohio
$59K +$858 +24 +1%
WAM
662
Wealthspire Advisors (Maryland)
Maryland
$59K +$23.6K +659 +72%
MFW
663
Mosaic Family Wealth
Missouri
$58K – – –
BFEC
664
Benjamin F. Edwards & Company
Missouri
$58K +$3.68K +103 +7%
TCOV
665
Trust Company of Vermont
Vermont
$57K +$4.18K +117 +8%
TF
666
Tompkins Financial
New York
$52K – – –
SCA
667
Stuart Chaussee & Associates
California
$51K +$49.2K +1,375 New
BAM
668
Barrett Asset Management
New York
$49K – – –
MIC
669
MU Investments Company
Japan
$45K -$12.5K -350 -23%
BRC
670
Bell Rock Capital
Delaware
$43K – – –
SQA
671
Simon Quick Advisors
New Jersey
$41K – – –
BIG
672
Bellwether Investment Group
Tennessee
$37K – – –
HSA
673
Hussman Strategic Advisors
Maryland
$37K – – –
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$37K +$36 +1 +0.1%
AIM
675
Arcadia Investment Management
Michigan
$36K – – –
25 26
27
28 29

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.