We are live on ! Find out more
PPL

PPL Corp
PPL

828 hedge funds and large institutions have $16.8B invested in PPL Corp in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 360 increasing their positions, 259 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $165M | Put options by funds: $80.4M

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 259

10% more capital invested

Capital invested by funds: $15.3B → $16.8B (+$1.6B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

3% more funds holding

Funds holding: 807 → 828 (+21)

0.96% less ownership

Funds ownership: 74.91% → 73.95% (-0.96%)

Holders
828
Holders Change
+21
Holders Change %
+2.6%
% of All Funds
17.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
85
Increased
360
Reduced
259
Closed
55
Calls
$165M
Puts
$80.4M
Net Calls
+$84.4M
Net Calls Change
-$927K

Top Buyers

1
Invesco
Invesco
Georgia
+$74.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$43.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$42.2M
4
WIC
Willis Investment Counsel
Georgia
+$32.6M
5
State Street
State Street
Massachusetts
+$32.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
2
BlackRock
BlackRock
New York
-$97.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$57.2M
4
CVA
Ceredex Value Advisors
Florida
-$51.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$50.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
751
WhitTier Trust Company
Nevada
$22K – – –
EWM
752
Elmwood Wealth Management
California
$20K – – –
MA
753
MUFG Americas
New York
$18K -$622 -20 -3%
IF
754
Ironwood Financial
Arizona
$18K – – –
LWM
755
Lenox Wealth Management
Ohio
$18K – – –
IBOK
756
Independence Bank of Kentucky
Kentucky
$17K – – –
AIM
757
Advantage Investment Management
Iowa
$16K -$18.6K -600 -55%
PGWM
758
Parisi Gray Wealth Management
New Jersey
$16K -$1.58K -51 -9%
SFG
759
Sage Financial Group
Pennsylvania
$16K – – –
PFBT
760
Parkside Financial Bank & Trust
Missouri
$16K +$7.3K +235 +85%
CIM
761
Centersquare Investment Management
Pennsylvania
$15K – – –
HDIM
762
Hanson & Doremus Investment Management
Vermont
$15K – – –
GSWM
763
Golden State Wealth Management
California
$15K +$14.7K +474 New
ME
764
McIlrath & Eck
Washington
$14K – – –
HWA
765
Heritage Wealth Advisors
Virginia
$13.7K +$13.5K +433 New
BL
766
Balentine LLC
Georgia
$13K – – –
BC
767
Bartlett & Co
Ohio
$13K – – –
CAL
768
Capital Advisors Ltd
Ohio
$13K – – –
FNBOSM
769
First National Bank of South Miami
Florida
$13K – – –
BCWM
770
Bartlett & Co Wealth Management
Ohio
$12.9K – – –
CIA
771
Cascade Investment Advisors
Oregon
$12.7K – – –
ECM
772
Estabrook Capital Management
New York
$12.7K – – –
LFA
773
Legacy Financial Advisors
Kentucky
$12K +$3.02K +97 +34%
PRC
774
Pearl River Capital
Michigan
$12K +$9.32K +300 +300%
TA
775
TCG Advisors
Texas
$12K +$11.4K +367 New
29 30
31
32 33

PPL Hedge Fund Activity: Q1 2019 in Review

828 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2019, worth a combined $16.8B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PPL positions and 55 closed out — a net gain of 30 holders — while 360 added to existing stakes and 259 trimmed.

The largest buyer was Invesco, adding an estimated $74.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 828 institutional investors held PPL Corp (PPL) as of Q1 2019, up from 807 in Q4 2018.
  • Funds reported $16.8B of PPL Corp stock for Q1 2019, up 10% quarter-over-quarter.
  • 85 funds opened new PPL Corp positions in Q1 2019 and 55 closed out, a net change of +30 holders.
  • The largest PPL Corp buyer in Q1 2019 was Invesco, an estimated $74.9M added.
  • The largest PPL Corp seller in Q1 2019 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2019.