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PPL

PPL Corp
PPL

580 hedge funds and large institutions have $13B invested in PPL Corp in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 252 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $95.9M | Put options by funds: $35.9M

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

39% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 181

6% more capital invested

Capital invested by funds: $12.3B → $13B (+$681M)

2% more funds holding

Funds holding: 566 → 580 (+14)

0.95% less ownership

Funds ownership: 73.6% → 72.65% (-0.95%)

Holders
580
Holders Change
+14
Holders Change %
+2.47%
% of All Funds
18.81%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.45%
New
58
Increased
252
Reduced
181
Closed
39
Calls
$95.9M
Puts
$35.9M
Net Calls
+$59.9M
Net Calls Change
+$29M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$112M
2
Bank of America
Bank of America
North Carolina
+$108M
3
Millennium Management
Millennium Management
New York
+$104M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$75.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$70.1M

Top Sellers

1
LPPI
LS Power Partners II
New York
-$95.2M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$42.9M
3
IG
ING Group
Netherlands
-$36.9M
4
PAM
Panagora Asset Management
Massachusetts
-$28.7M
5
EA
Euclid Advisors
Connecticut
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$939M +$75.6M +2,635,074 +9%
State Street
2
State Street
Massachusetts
$910M +$44.4M +1,548,055 +5%
Franklin Resources
3
Franklin Resources
California
$773M -$1.84M -64,220 -0.2%
BIT
4
BlackRock Institutional Trust
California
$491M +$15.4M +537,969 +3%
Invesco
5
Invesco
Georgia
$418M +$8.52K +297 +0%
Federated Hermes
6
Federated Hermes
Pennsylvania
$377M +$2.51M +87,596 +0.7%
BFA
7
BlackRock Fund Advisors
California
$366M -$10.1M -353,286 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$325M -$17M -592,736 -5%
LPPI
9
LS Power Partners II
New York
$311M -$95.2M -3,319,376 -23%
Bank of America
10
Bank of America
North Carolina
$288M +$108M +3,748,550 +58%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$265M +$112M +3,920,650 +72%
PIM
12
Perkins Investment Management
Illinois
$251M +$20M +698,099 +9%
Goldman Sachs
13
Goldman Sachs
New York
$244M -$18.7M -651,622 -7%
Millennium Management
14
Millennium Management
New York
$244M +$104M +3,621,552 +73%
Northern Trust
15
Northern Trust
Illinois
$238M +$2.15M +75,039 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$226M +$6.95M +242,330 +3%
EIP
17
Epoch Investment Partners
New York
$199M +$14.1M +491,927 +8%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$198M -$42.9M -1,495,837 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$195M +$37.9M +1,320,485 +24%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$190M +$4.35M +151,759 +2%
BG
21
BlackRock Group
United Kingdom
$165M +$22.8M +795,819 +16%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$155M +$70.1M +2,445,380 +80%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$133M +$13.7M +476,812 +11%
Capital Research Global Investors
24
Capital Research Global Investors
California
$129M +$69.7M +2,429,300 +113%
BA
25
BlackRock Advisors
Delaware
$124M -$20M -697,995 -14%
1
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PPL Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2013, worth a combined $13B — up 5.5% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PPL positions and 39 closed out — a net gain of 19 holders — while 252 added to existing stakes and 181 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $112M. The largest seller was LS Power Partners II, cutting an estimated $95.2M.

  • 580 institutional investors held PPL Corp (PPL) as of Q3 2013, up from 566 in Q2 2013.
  • Funds reported $13B of PPL Corp stock for Q3 2013, up 5.5% quarter-over-quarter.
  • 58 funds opened new PPL Corp positions in Q3 2013 and 39 closed out, a net change of +19 holders.
  • The largest PPL Corp buyer in Q3 2013 was Massachusetts Financial Services, an estimated $112M added.
  • The largest PPL Corp seller in Q3 2013 was LS Power Partners II, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2013.