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PPL

PPL Corp
PPL

768 hedge funds and large institutions have $18.8B invested in PPL Corp in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 289 increasing their positions, 284 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $63.9M

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 284

0.2% more ownership

Funds ownership: 72.12% → 72.32% (+0.2%)

1% less capital invested

Capital invested by funds: $19.1B → $18.8B (-$227M)

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

1% less funds holding

Funds holding: 777 → 768 (-9)

40% less funds holding in top 10

Funds holding in top 10: 15 → 9 (-6)

Holders
768
Holders Change
-9
Holders Change %
-1.16%
% of All Funds
19.15%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.22%
New
48
Increased
289
Reduced
284
Closed
51
Calls
$95.1M
Puts
$63.9M
Net Calls
+$31.2M
Net Calls Change
+$26M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$65.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$63.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$59.8M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$47.7M
5
Wells Fargo
Wells Fargo
California
+$42.8M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$80.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$79.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.7M
4
American Century Companies
American Century Companies
Missouri
-$42.8M
5
Millennium Management
Millennium Management
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
726
Capital Advisors Ltd
Ohio
$15K – – –
YWP
727
YorkBridge Wealth Partners
New York
$15K – – –
CGT
728
Capital Guardian Trust
California
$15K +$15.5K +400 New
SBL
729
Sargent Bickham Lagudis
Colorado
$13K – – –
VCM
730
Versant Capital Management
Arizona
$12K -$1.74K -45 -12%
AWMS
731
Advocacy Wealth Management Services
Georgia
$12K – – –
IP
732
Isthmus Partners
Wisconsin
$11K – – –
HFM
733
Hartford Financial Management
Connecticut
$10K – – –
MCIA
734
Mountain Capital Investment Advisors
Colorado
$10K – – –
CHC
735
City Holding Co
West Virginia
$8K – – –
HAM
736
Highstreet Asset Management
Ontario, Canada
$8K – – –
IIC
737
Integrated Investment Consultants
Michigan
$8K – – –
PCFFS
738
Pacific Center for Financial Services
California
$8K – – –
PG
739
Patten Group
Tennessee
$8K – – –
AIM
740
Advantage Investment Management
Iowa
$8K +$6.34K +164 +298%
CPIG
741
Chicago Partners Investment Group
Illinois
$8K +$7.73K +200 New
WEC
742
Winslow Evans & Crocker
Massachusetts
$7.78K +$39 +1 +0.5%
FMP
743
Financial Management Professionals
Texas
$7K – – –
MWM
744
MinichMacGregor Wealth Management
New York
$7K – – –
SAM
745
Solaris Asset Management
New York
$7K – – –
TFO
746
Tarbox Family Office
California
$7K – – –
GBBWRPM
747
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
IDBONY
748
Israel Discount Bank of New York
New York
$6K – – –
FAM
749
Fred Alger Management
New York
$6K +$1.9K +49 +47%
AWM
750
Avior Wealth Management
Nebraska
$6K +$6.07K +157 New
28 29
30
31 32

PPL Hedge Fund Activity: Q3 2017 in Review

768 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2017, worth a combined $18.8B — down 1.2% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PPL and 48 opened new positions — a net loss of 3 holders — while 284 trimmed existing stakes and 289 added.

The largest buyer was Janus Henderson Group, adding an estimated $65.4M. The largest seller was Nordea Investment Management, cutting an estimated $80.7M.

  • 768 institutional investors held PPL Corp (PPL) as of Q3 2017, down from 777 in Q2 2017.
  • Funds reported $18.8B of PPL Corp stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 48 funds opened new PPL Corp positions in Q3 2017 and 51 closed out, a net change of -3 holders.
  • The largest PPL Corp buyer in Q3 2017 was Janus Henderson Group, an estimated $65.4M added.
  • The largest PPL Corp seller in Q3 2017 was Nordea Investment Management, an estimated $80.7M sold.

Based on aggregated 13F filings for Q3 2017.