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PPL

PPL Corp

649 hedge funds and large institutions have $16.6B invested in PPL Corp in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $178M | Put options by funds: $30.3M

66% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more capital invested

Capital invested by funds: $14.3B → $16.6B (+$2.31B)

5.68% more ownership

Funds ownership: 73.56%79.24% (+5.7%)

3% more funds holding

Funds holding: 631649 (+18)

Holders
649
Holders Change
+18
Holders Change %
+2.85%
% of All Funds
18.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.37%
New
58
Increased
273
Reduced
205
Closed
35
Calls
$178M
Puts
$30.3M
Net Calls
+$148M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
76
Levin Capital Strategies
New York
$39.8M +$27.7M +879,429 +273%
CNB
77
City National Bank
California
$39.5M +$9.59M +304,086 +34%
PI
78
PGGM Investments
Netherlands
$39.2M +$21.7M +687,670 +138%
Allianz Asset Management
79
Allianz Asset Management
Germany
$38.2M +$3.52M +111,556 +11%
Principal Financial Group
80
Principal Financial Group
Iowa
$37.1M +$7.69M +243,841 +28%
Citadel Advisors
81
Citadel Advisors
Florida
$36M +$6.01M +190,589 +21%
First Trust Advisors
82
First Trust Advisors
Illinois
$35.6M +$5.27M +167,236 +18%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$35.6M -$177K -5,624 -0.5%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$35.3M +$8.41M +266,882 +33%
USAA
85
United Services Automobile Association
Texas
$34.7M -$1.03M -32,702 -3%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$33.8M +$32.2M +1,021,580 New
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$33.3M -$148K -4,694 -0.5%
MTB
88
Mizuho Trust & Banking
Japan
$31.8M -$1.06M -33,769 -3%
AAMU
89
Amundi Asset Management US
Massachusetts
$30.1M -$2.98M -94,390 -9%
ZP
90
Zimmer Partners
New York
$29.3M +$11M +348,937 +65%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$29.2M -$29.3K -928 -0.1%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$28.5M -$138K -4,370 -0.5%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$27.1M +$24.3K +772 +0.1%
KG
94
Killen Group
Pennsylvania
$27.1M +$10.1M +321,237 +65%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$26.3M +$2.85M +90,527 +13%
VE
96
Vega Energy
New York
$26.1M +$4.06M +128,838 +19%
HCM
97
Highbridge Capital Management
New York
$25.1M +$11.2M +354,718 +88%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$23.5M +$3.68M +116,668 +20%
PPA
99
Parametric Portfolio Associates
Washington
$23.3M +$731K +23,190 +3%
Dimensional Fund Advisors
100
Dimensional Fund Advisors
Texas
$23.2M +$32.6K +1,033 +0.1%

PPL Hedge Fund Activity: Q2 2014 in Review

649 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q2 2014, worth a combined $16.6B — up 16% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PPL positions and 35 closed out — a net gain of 23 holders — while 273 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $327M. The largest seller was LS Power Partners II, exiting entirely with an estimated $130M sold.

  • 649 institutional investors held PPL Corp (PPL) as of Q2 2014, up from 631 in Q1 2014.
  • Funds reported $16.6B of PPL Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 58 funds opened new PPL Corp positions in Q2 2014 and 35 closed out, a net change of +23 holders.
  • The largest PPL Corp buyer in Q2 2014 was Fidelity Investments, an estimated $327M added.
  • The largest PPL Corp seller in Q2 2014 was LS Power Partners II, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2014.