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PPL

PPL Corp

722 hedge funds and large institutions have $16.5B invested in PPL Corp in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 292 increasing their positions, 261 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $195M | Put options by funds: $65.3M

12% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 261

0.48% more ownership

Funds ownership: 70.56%71.03% (+0.48%)

6% less funds holding

Funds holding: 765722 (-43)

8% less capital invested

Capital invested by funds: $18B → $16.5B (-$1.5B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 87

Holders
722
Holders Change
-43
Holders Change %
-5.62%
% of All Funds
19.26%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
50
Increased
292
Reduced
261
Closed
87
Calls
$195M
Puts
$65.3M
Net Calls
+$130M
Net Calls Change
+$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DSN
701
D. Scott Neal
Kentucky
$5K
DSI
702
Daiwa SB Investments
Japan
$5K +$5.04K +140 New
CHP
703
Cable Hill Partners
Oregon
$4K
CFA
704
Carroll Financial Associates
North Carolina
$4K +$1.04K +29 +29%
DBT
705
Dubuque Bank & Trust
Iowa
$4K +$3.81K +106 New
OC
706
Oakworth Capital
Alabama
$3K -$6.3K -175 -64%
CHC
707
City Holding Co
West Virginia
$3K
JIR
708
James Investment Research
Ohio
$3K
MRCM
709
M&R Capital Management
New Jersey
$3K
TFO
710
Tarbox Family Office
California
$3K
TCA
711
Tortoise Capital Advisors
Kansas
$3K
FNB
712
Farmers National Bank
Kentucky
$2.77K -$78.2K -2,174 -3%
AIM
713
Advantage Investment Management
Iowa
$2K
HCM
714
Herndon Capital Management
Georgia
$2K
WA
715
WealthTrust-Arizona
Arizona
$2K
DPA
716
Delphi Private Advisors
California
$1K -$1.58K -44 -51%
PRS
717
Pinkerton Retirement Specialists
Idaho
$1K
BCI
718
Brinker Capital Investments
Pennsylvania
$1K +$360 +10 +167%
FPTW
719
Franklin, Parlapiano, Turner & Welch
Texas
$1K +$1.04K +29 New
LCS
720
Levin Capital Strategies
New York
$804 -$127K -3,530 -13%
PIA
721
Piedmont Investment Advisors
North Carolina
$483
SBL
722
Sargent Bickham Lagudis
Colorado
$11
DPIM
723
Duff & Phelps Investment Management
Illinois
-$46.1M -1,220,000 Closed
VFA
724
Virtus Fund Advisers
Connecticut
-$41.3M -1,099,600 Closed
QT
725
Quantbot Technologies
New York
-$18.4M -486,109 Closed

PPL Hedge Fund Activity: Q3 2016 in Review

722 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2016, worth a combined $16.5B — down 8.3% from $18B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of PPL and 50 opened new positions — a net loss of 37 holders — while 261 trimmed existing stakes and 292 added.

The largest buyer was Franklin Resources, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $130M.

  • 722 institutional investors held PPL Corp (PPL) as of Q3 2016, down from 765 in Q2 2016.
  • Funds reported $16.5B of PPL Corp stock for Q3 2016, down 8.3% quarter-over-quarter.
  • 50 funds opened new PPL Corp positions in Q3 2016 and 87 closed out, a net change of -37 holders.
  • The largest PPL Corp buyer in Q3 2016 was Franklin Resources, an estimated $126M added.
  • The largest PPL Corp seller in Q3 2016 was Fidelity Investments, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2016.