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PPL

PPL Corp

631 hedge funds and large institutions have $14.3B invested in PPL Corp in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 231 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34M

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.48B)

2% more funds holding

Funds holding: 618631 (+13)

2% more ownership

Funds ownership: 71.56%73.56% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
631
Holders Change
+13
Holders Change %
+2.1%
% of All Funds
18.23%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
65
Increased
235
Reduced
231
Closed
45
Calls
$69.7M
Puts
$34M
Net Calls
+$35.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$52.6M +$1.28M +44,020 +3%
GC
52
Guggenheim Capital
Illinois
$49.2M -$5.44M -187,237 -11%
ARC
53
Absolute Return Capital
Massachusetts
$47M -$10.6M -363,379 -19%
Charles Schwab
54
Charles Schwab
California
$46.2M -$6.1M -210,022 -12%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$45.9M +$497K +17,113 +1%
BTS
56
BB&T Securities
Virginia
$45.5M +$238K +8,182 +6%
BlackRock
57
BlackRock
New York
$44.8M +$755K +26,004 +2%
WHRC
58
W.H. Reaves & Co
New Jersey
$44.8M -$6.49M -223,490 -13%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$44.3M -$518K -17,829 -1%
UIM
60
USS Investment Management
United Kingdom
$43.9M
BIM
61
BlackRock Investment Management
Delaware
$43.2M -$1.75M -60,420 -4%
AllianceBernstein
62
AllianceBernstein
Tennessee
$42.8M +$438K +15,097 +1%
TSW
63
Thompson Siegel & Walmsley
Virginia
$40.1M -$686K -23,612 -2%
PI
64
Putnam Investments
Massachusetts
$39.3M -$1.5M -51,590 -4%
VAM
65
Visium Asset Management
New York
$39M +$13.6M +467,358 +59%
O
66
OppenheimerFunds
New York
$38.4M +$1.85M +63,808 +5%
SONJCPFA
67
State of New Jersey Common Pension Fund A
New Jersey
$38.2M -$17.9M -617,350 -33%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$38.1M +$168K +5,797 +0.5%
American Century Companies
69
American Century Companies
Missouri
$37.7M +$309K +10,643 +0.9%
RJA
70
Raymond James & Associates
Florida
$35M +$2.35M +81,018 +8%
U
71
UBS
Switzerland
$34.9M +$14.7M +505,999 +81%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$33.4M +$38.3K +1,320 +0.1%
USAA
73
United Services Automobile Association
Texas
$33.4M +$78.8K +2,712 +0.3%
Allianz Asset Management
74
Allianz Asset Management
Germany
$32.2M -$1.3M -44,787 -4%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$32.2M +$527K +18,139 +2%

PPL Hedge Fund Activity: Q1 2014 in Review

631 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2014, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPL positions and 45 closed out — a net gain of 20 holders — while 235 added to existing stakes and 231 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $228M sold.

  • 631 institutional investors held PPL Corp (PPL) as of Q1 2014, up from 618 in Q4 2013.
  • Funds reported $14.3B of PPL Corp stock for Q1 2014, up 12% quarter-over-quarter.
  • 65 funds opened new PPL Corp positions in Q1 2014 and 45 closed out, a net change of +20 holders.
  • The largest PPL Corp buyer in Q1 2014 was Fidelity Investments, an estimated $189M added.
  • The largest PPL Corp seller in Q1 2014 was Ignis Investment Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2014.