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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
PFO
801
Pathstone Family Office
New Jersey
$6K +$6.16K +198 New
GT
802
Glenmede Trust
Pennsylvania
$5.96K +$4.35M +140,056 +293%
WCG
803
Weaver Consulting Group
California
$5K +$5K +161 New
CI
804
CX Institutional
Indiana
$5K +$5.32K +171 New
WPA
805
West Paces Advisors
Georgia
$4.32K – – –
SWA
806
Sutton Wealth Advisors
Florida
$4.06K +$933 +30 +31%
EWM
807
Executive Wealth Management
Michigan
$4K -$20.4K -655 -82%
AC
808
Avestar Capital
New York
$4K – – –
IDBONY
809
Israel Discount Bank of New York
New York
$4K – – –
POIA
810
Pin Oak Investment Advisors
Texas
$4K – – –
PWM
811
PRW Wealth Management
Massachusetts
$4K – – –
JFA
812
JNBA Financial Advisors
Minnesota
$3K -$4.63K -149 -63%
FC
813
Ferris Capital
Massachusetts
$3K -$1.93K -62 -36%
BFC
814
Bedel Financial Consulting
Indiana
$3K – – –
MWM
815
Mascoma Wealth Management
New Hampshire
$3K – – –
MRCM
816
M&R Capital Management
New Jersey
$3K – – –
SIM
817
Sonora Investment Management
Arizona
$3K – – –
TCA
818
Tortoise Capital Advisors
Kansas
$3K – – –
WCM
819
WealthBridge Capital Management
Ohio
$2K -$187 -6 -8%
DBT
820
Dubuque Bank & Trust
Iowa
$2K – – –
TFO
821
Tarbox Family Office
California
$2K – – –
WB
822
Webster Bank
Connecticut
$2K – – –
Marshall Wace
823
Marshall Wace
United Kingdom
$2K +$1.74K +56 New
NFG
824
Next Financial Group
Texas
$1K -$37.2K -1,196 -97%
CAGAS
825
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
31 32
33
34 35

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.