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PPL

PPL Corp

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: 765722 (-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: 1310 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
101
Morningstar Investment Services
Illinois
$24.3M +$4.6M +127,749 +22%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$23.9M +$2.24M +62,333 +10%
PI
103
PGGM Investments
Netherlands
$20.8M +$972K +27,023 +5%
GF
104
Gabelli Funds
New York
$20M
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$19.8M -$424K -11,774 -2%
CEP
106
Chicago Equity Partners
Illinois
$18.8M -$834K -23,170 -4%
HAI
107
Hennessy Advisors Inc
California
$18.2M +$2.18M +60,600 +13%
Capital International Investors
108
Capital International Investors
California
$18.1M
ACM
109
Aviance Capital Management
Florida
$18M +$1.97M +54,877 +12%
M&T Bank
110
M&T Bank
New York
$18M -$1.22M -34,001 -6%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$17.7M -$986K -27,395 -5%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$17.5M +$15.2M +422,842 +510%
MAM
113
Magellan Asset Management
Australia
$17.4M +$744K +20,681 +4%
National Pension Service
114
National Pension Service
South Korea
$16.6M +$1.39M +38,657 +9%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$16.5M +$307K +8,530 +2%
Axa
116
Axa
France
$16.5M +$2.4M +66,600 +16%
TU
117
TDAM USA
Ontario, Canada
$16.3M -$239K -6,647 -1%
AAM
118
Advisors Asset Management
Colorado
$15.2M -$4.21M -116,978 -21%
SLAM
119
Swiss Life Asset Management
$14.9M +$1.3M +36,248 +9%
Macquarie Group
120
Macquarie Group
Australia
$14.8M -$13.3M -370,400 -46%
LSV Asset Management
121
LSV Asset Management
Illinois
$14.4M -$17.1M -474,900 -53%
AIG
122
American International Group
New York
$14.4M +$1.06M +29,544 +8%
Aviva
123
Aviva
United Kingdom
$14.3M +$352K +9,772 +2%
Kayne Anderson Rudnick Investment Management
124
Kayne Anderson Rudnick Investment Management
California
$14.3M +$11.5M +318,798 +340%
SB
125
Suntrust Banks
Georgia
$13.6M +$590K +16,391 +4%

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.