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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
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$15K -$9.41K -263 -40%
AWM
702
AllSquare Wealth Management
New York
$15K – – –
ADL
703
Asset Dedication LLC
California
$15K – – –
BC
704
Bartlett & Co
Ohio
$15K – – –
CAL
705
Capital Advisors Ltd
Ohio
$15K – – –
WA
706
WFG Advisors
Texas
$15K – – –
YWP
707
YorkBridge Wealth Partners
New York
$15K – – –
ECM
708
Estabrook Capital Management
New York
$15K – – –
PCP
709
Proficio Capital Partners
Massachusetts
$14K +$12.7K +355 New
AIM
710
Acrospire Investment Management
Illinois
$13K -$7.15K -200 -36%
VCM
711
Versant Capital Management
Arizona
$13K -$858 -24 -6%
CFS
712
Commonwealth Financial Services
West Virginia
$13K – – –
PFBT
713
Parkside Financial Bank & Trust
Missouri
$13K +$608 +17 +5%
AWMS
714
Advocacy Wealth Management Services
Georgia
$12K -$2.68K -75 -19%
SBL
715
Sargent Bickham Lagudis
Colorado
$12K – – –
ECM
716
Exchange Capital Management
Michigan
$11K – – –
HDIM
717
Hanson & Doremus Investment Management
Vermont
$11K – – –
HFM
718
Hartford Financial Management
Connecticut
$10K – – –
IP
719
Isthmus Partners
Wisconsin
$10K – – –
HCM
720
Herndon Capital Management
Georgia
$8K -$18.6K -520 -71%
AII
721
AGF Investments Inc
Ontario, Canada
$8K – – –
PCFFS
722
Pacific Center for Financial Services
California
$8K – – –
PG
723
Patten Group
Tennessee
$8K +$7.26K +203 New
WEC
724
Winslow Evans & Crocker
Massachusetts
$7.67K – – –
SLF
725
Sun Life Financial
Ontario, Canada
$7.48K +$2.68K +75 +37%
27 28
29
30 31

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.