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PPL

PPL Corp

631 hedge funds and large institutions have $14.3B invested in PPL Corp in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 231 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34M

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.48B)

2% more funds holding

Funds holding: 618631 (+13)

2% more ownership

Funds ownership: 71.56%73.56% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
631
Holders Change
+13
Holders Change %
+2.1%
% of All Funds
18.23%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
65
Increased
235
Reduced
231
Closed
45
Calls
$69.7M
Puts
$34M
Net Calls
+$35.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$11.8M +$45.5K +1,567 +0.4%
AIA
127
Affinity Investment Advisors
California
$11.7M -$100K -3,453 -0.9%
FGP
128
Foyston, Gordon, & Payne
Ontario, Canada
$11.7M -$7.03M -242,033 -39%
SG Americas Securities
129
SG Americas Securities
New York
$11.6M +$1.13M +38,920 +12%
ECM
130
Estabrook Capital Management
New York
$11.1M -$731K -25,158 -7%
VRS
131
Virginia Retirement Systems
Virginia
$10.8M +$148K +5,104 +1%
TG
132
TCW Group
California
$10.4M +$53K +1,825 +0.5%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$10M +$1.32M +45,586 +16%
LCS
134
Levin Capital Strategies
New York
$9.96M +$7.48M +257,436 +395%
AIG
135
American International Group
New York
$9.64M -$831K -28,617 -8%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$9.42M +$817K +28,123 +10%
ORIO
137
Old Republic International (ORI)
Illinois
$9.26M +$1.21M +41,766 +16%
TPSF
138
Texas Permanent School Fund
Texas
$9.17M -$469K -16,163 -5%
Axa
139
Axa
France
$9.15M -$13.3M -457,161 -61%
US Bancorp
140
US Bancorp
Minnesota
$9.07M -$180K -6,203 -2%
HPC
141
HM Payson & Co
Maine
$9.03M +$377K +12,981 +5%
WT
142
Wilmington Trust
Delaware
$9M +$11.3K +390 +0.1%
CB
143
Commerce Bank
Missouri
$8.95M +$330K +11,370 +4%
AC
144
Allstate Corporation
Illinois
$8.84M -$8.47M -291,807 -50%
KBC Group
145
KBC Group
Belgium
$8.69M -$555K -19,128 -6%
Aviva
146
Aviva
United Kingdom
$8.68M +$380K +13,088 +5%
ASRS
147
Arizona State Retirement System
Arizona
$8.64M -$390K -13,421 -5%
SOMRS
148
State of Michigan Retirement System
Michigan
$8.53M +$37.4K +1,289 +0.5%
Credit Agricole
149
Credit Agricole
France
$8.31M +$608K +20,947 +8%
SB
150
Suntrust Banks
Georgia
$8.27M +$133K +4,582 +2%

PPL Hedge Fund Activity: Q1 2014 in Review

631 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2014, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPL positions and 45 closed out — a net gain of 20 holders — while 235 added to existing stakes and 231 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $228M sold.

  • 631 institutional investors held PPL Corp (PPL) as of Q1 2014, up from 618 in Q4 2013.
  • Funds reported $14.3B of PPL Corp stock for Q1 2014, up 12% quarter-over-quarter.
  • 65 funds opened new PPL Corp positions in Q1 2014 and 45 closed out, a net change of +20 holders.
  • The largest PPL Corp buyer in Q1 2014 was Fidelity Investments, an estimated $189M added.
  • The largest PPL Corp seller in Q1 2014 was Ignis Investment Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2014.