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PPL

PPL Corp

759 hedge funds and large institutions have $16.5B invested in PPL Corp in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 251 increasing their positions, 292 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $181M | Put options by funds: $82M

80% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 59

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

5% more funds holding

Funds holding: 722759 (+37)

0.17% more ownership

Funds ownership: 71.03%71.2% (+0.17%)

0% less capital invested

Capital invested by funds: $16.5B → $16.5B (-$10.8M)

14% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 292

Holders
759
Holders Change
+37
Holders Change %
+5.12%
% of All Funds
18.98%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
106
Increased
251
Reduced
292
Closed
59
Calls
$181M
Puts
$82M
Net Calls
+$99.3M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$1.44K -43 -8%
EARNEST Partners
702
EARNEST Partners
Georgia
$16K +$15.8K +471 New
IWA
703
IBEX Wealth Advisors
New Jersey
$15K +$14.5K +432 New
AWM
704
AllSquare Wealth Management
New York
$14K
ADL
705
Asset Dedication LLC
California
$14K
BC
706
Bartlett & Co
Ohio
$14K
WA
707
WFG Advisors
Texas
$14K +$168 +5 +1%
AWMS
708
Advocacy Wealth Management Services
Georgia
$14K +$4.23K +126 +46%
EA
709
Edge Advisors
Georgia
$14K +$14.3K +427 New
ECM
710
Estabrook Capital Management
New York
$13.6K
VCM
711
Versant Capital Management
Arizona
$13K -$18.4K -549 -58%
CAL
712
Capital Advisors Ltd
Ohio
$13K
YWP
713
YorkBridge Wealth Partners
New York
$13K +$13.4K +400 New
CFS
714
Commonwealth Financial Services
West Virginia
$12K
CBT
715
Central Bank & Trust
Kentucky
$11K
SBL
716
Sargent Bickham Lagudis
Colorado
$11K
PFBT
717
Parkside Financial Bank & Trust
Missouri
$11K +$2.25K +67 +25%
HDIM
718
Hanson & Doremus Investment Management
Vermont
$10.4K
TAF
719
Tredje AP-fonden
Sweden
$10K -$325K -9,679 -100%
ECM
720
Exchange Capital Management
Michigan
$10K
HFM
721
Hartford Financial Management
Connecticut
$10K
EF
722
Empirical Finance
Pennsylvania
$10K +$9.32K +278 New
IP
723
Isthmus Partners
Wisconsin
$10K +$9.39K +280 New
AII
724
AGF Investments Inc
Ontario, Canada
$8K
AF
725
Allworth Financial
California
$8K +$7.51K +224 New

PPL Hedge Fund Activity: Q4 2016 in Review

759 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2016, worth a combined $16.5B — down 0.07% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PPL positions and 59 closed out — a net gain of 47 holders — while 251 added to existing stakes and 292 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $146M. The largest seller was Epoch Investment Partners, cutting an estimated $159M.

  • 759 institutional investors held PPL Corp (PPL) as of Q4 2016, up from 722 in Q3 2016.
  • Funds reported $16.5B of PPL Corp stock for Q4 2016, down 0.07% quarter-over-quarter.
  • 106 funds opened new PPL Corp positions in Q4 2016 and 59 closed out, a net change of +47 holders.
  • The largest PPL Corp buyer in Q4 2016 was First Eagle Investment Management, an estimated $146M added.
  • The largest PPL Corp seller in Q4 2016 was Epoch Investment Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2016.