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PPL

PPL Corp

798 hedge funds and large institutions have $16.3B invested in PPL Corp in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 326 increasing their positions, 285 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $163M | Put options by funds: $69.8M

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

14% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 285

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1% more funds holding

Funds holding: 793798 (+5)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$1.38M)

1.22% less ownership

Funds ownership: 72.86%71.63% (-1.2%)

Holders
798
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
17.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
66
Increased
326
Reduced
285
Closed
56
Calls
$163M
Puts
$69.8M
Net Calls
+$93M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
CSat Investment Advisory
Michigan
$52K +$4.99K +165 +11%
SWM
702
Selective Wealth Management
Virginia
$51K +$49.2K +1,629 New
WEC
703
Winslow Evans & Crocker
Massachusetts
$50K -$7.55K -250 -14%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$43.3K -$907 -30 -2%
RWA
705
Ropes Wealth Advisors
Massachusetts
$43K -$354K -11,710 -90%
TC
706
Truvestments Capital
Florida
$42K +$3.08K +102 +8%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$6.04K +200 +18%
RFM
708
Royal Fund Management
Florida
$41K -$501K -16,587 -93%
QCG
709
Quadrant Capital Group
Ohio
$40K -$10.4K -343 -19%
LWM
710
Liberty Wealth Management
California
$37K -$22.6K -747 -39%
LWA
711
Lowe Wealth Advisors
Maryland
$36K
GEA
712
Glen Eagle Advisors
New Jersey
$35.5K +$91 +3 +0.3%
PCG
713
Private Capital Group
Connecticut
$35K -$11.8K -391 -26%
AP
714
Arlington Partners
Alabama
$31K
SC
715
Sawyer & Company
Massachusetts
$31K
KPCM
716
Kings Point Capital Management
New York
$28K
NFG
717
Next Financial Group
Texas
$27K -$18.1K -598 -41%
CIAS
718
Capital Investment Advisory Services
North Carolina
$26K -$36.3K -1,202 -59%
BCA
719
Berman Capital Advisors
Georgia
$26K -$21.4K -709 -46%
BCWM
720
Bartlett & Co Wealth Management
Ohio
$25.5K +$12.1K +400 +100%
FWM
721
Focused Wealth Management
New York
$25K -$15.1K -500 -38%
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$25K
BC
723
Bartlett & Co
Ohio
$25K +$12.1K +400 +100%
WWM
724
Willingdon Wealth Management
North Carolina
$24K -$7.31K -242 -24%
ADL
725
Asset Dedication LLC
California
$23K

PPL Hedge Fund Activity: Q3 2019 in Review

798 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2019, worth a combined $16.3B — up 0.01% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PPL positions and 56 closed out — a net gain of 10 holders — while 326 added to existing stakes and 285 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $90.8M. The largest seller was Zimmer Partners, cutting an estimated $391M.

  • 798 institutional investors held PPL Corp (PPL) as of Q3 2019, up from 793 in Q2 2019.
  • Funds reported $16.3B of PPL Corp stock for Q3 2019, up 0.01% quarter-over-quarter.
  • 66 funds opened new PPL Corp positions in Q3 2019 and 56 closed out, a net change of +10 holders.
  • The largest PPL Corp buyer in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $90.8M added.
  • The largest PPL Corp seller in Q3 2019 was Zimmer Partners, an estimated $391M sold.

Based on aggregated 13F filings for Q3 2019.