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PPL

PPL Corp
PPL

722 hedge funds and large institutions have $16.5B invested in PPL Corp in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 292 increasing their positions, 261 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $195M | Put options by funds: $65.3M

12% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 261

0.48% more ownership

Funds ownership: 70.56% → 71.03% (+0.48%)

6% less funds holding

Funds holding: 765 → 722 (-43)

8% less capital invested

Capital invested by funds: $18B → $16.5B (-$1.5B)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 87

Holders
722
Holders Change
-43
Holders Change %
-5.62%
% of All Funds
19.26%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
50
Increased
292
Reduced
261
Closed
87
Calls
$195M
Puts
$65.3M
Net Calls
+$130M
Net Calls Change
+$76.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$126M
2
Millennium Management
Millennium Management
New York
+$126M
3
Invesco
Invesco
Georgia
+$121M
4
Bank of America
Bank of America
North Carolina
+$108M
5
LM
Luminus Management
Texas
+$100M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$128M
3
Goldman Sachs
Goldman Sachs
New York
-$102M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$63.1M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$58.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Acrospire Investment Management
Illinois
– -$29K -760 Closed
CTB
802
Country Trust Bank
Illinois
– -$19K -500 Closed
MMG
803
Monetary Management Group
Missouri
– -$19K -500 Closed
MCM
804
McKinley Capital Management
Alaska
– -$15K -390 Closed
HR
805
Howe & Rusling
New York
– -$12K -320 Closed
IR
806
Invictus RG
Bermuda
– -$11K -284 Closed
SCM
807
Southport Capital Management
Tennessee
– -$7K -175 Closed
MDCM
808
Morgan Dempsey Capital Management
Wisconsin
– -$2K -53 Closed
PCP
809
Proficio Capital Partners
Massachusetts
– -$1.08K -30 Closed
29 30 31 32
33

PPL Hedge Fund Activity: Q3 2016 in Review

722 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2016, worth a combined $16.5B — down 8.3% from $18B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of PPL and 50 opened new positions — a net loss of 37 holders — while 261 trimmed existing stakes and 292 added.

The largest buyer was Franklin Resources, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $130M.

  • 722 institutional investors held PPL Corp (PPL) as of Q3 2016, down from 765 in Q2 2016.
  • Funds reported $16.5B of PPL Corp stock for Q3 2016, down 8.3% quarter-over-quarter.
  • 50 funds opened new PPL Corp positions in Q3 2016 and 87 closed out, a net change of -37 holders.
  • The largest PPL Corp buyer in Q3 2016 was Franklin Resources, an estimated $126M added.
  • The largest PPL Corp seller in Q3 2016 was Fidelity Investments, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2016.