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PPL

PPL Corp

731 hedge funds and large institutions have $17.9B invested in PPL Corp in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 297 increasing their positions, 249 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $116M | Put options by funds: $36.8M

69% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 42

19% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 249

4% more funds holding

Funds holding: 705731 (+26)

3% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$605M)

0.39% more ownership

Funds ownership: 71.26%71.65% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
731
Holders Change
+26
Holders Change %
+3.69%
% of All Funds
19.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
71
Increased
297
Reduced
249
Closed
42
Calls
$116M
Puts
$36.8M
Net Calls
+$79M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$82.5M +2,320,562 +6%
State Street
2
State Street
Massachusetts
$1.28B +$97M +2,729,972 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$862M +$8.95M +251,834 +1%
Bank of America
4
Bank of America
North Carolina
$791M +$31.2M +878,837 +4%
BIT
5
BlackRock Institutional Trust
California
$658M +$3.61M +101,677 +0.6%
EIP
6
Epoch Investment Partners
New York
$604M +$140M +3,926,432 +33%
BFA
7
BlackRock Fund Advisors
California
$546M -$10.4M -292,613 -2%
Federated Hermes
8
Federated Hermes
Pennsylvania
$490M +$40M +1,125,621 +10%
Invesco
9
Invesco
Georgia
$470M +$116M +3,266,599 +36%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$447M -$41.5M -1,168,499 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$430M +$1.95M +54,775 +0.5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$380M +$8.03M +226,061 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$378M -$12.7M -357,956 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$327M -$349M -9,807,059 -53%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$315M +$70.5M +1,985,080 +32%
Northern Trust
16
Northern Trust
Illinois
$277M -$2.55M -71,799 -1%
Franklin Resources
17
Franklin Resources
California
$254M -$139M -3,924,050 -37%
BG
18
BlackRock Group
United Kingdom
$219M -$1.48M -41,715 -0.7%
Prudential Financial
19
Prudential Financial
New Jersey
$200M +$1.34M +37,680 +0.7%
Goldman Sachs
20
Goldman Sachs
New York
$193M +$76.8M +2,160,054 +74%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$185M -$4.25M -119,721 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$179M -$1.74M -48,865 -1%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$150M +$43.3M +1,217,131 +45%
Millennium Management
24
Millennium Management
New York
$146M -$240M -6,763,164 -64%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$142M +$41.3M +1,160,836 +45%

PPL Hedge Fund Activity: Q1 2016 in Review

731 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2016, worth a combined $17.9B — up 3.5% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PPL positions and 42 closed out — a net gain of 29 holders — while 297 added to existing stakes and 249 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $210M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.07B sold.

  • 731 institutional investors held PPL Corp (PPL) as of Q1 2016, up from 705 in Q4 2015.
  • Funds reported $17.9B of PPL Corp stock for Q1 2016, up 3.5% quarter-over-quarter.
  • 71 funds opened new PPL Corp positions in Q1 2016 and 42 closed out, a net change of +29 holders.
  • The largest PPL Corp buyer in Q1 2016 was Royal London Asset Management, an estimated $210M added.
  • The largest PPL Corp seller in Q1 2016 was Americafirst Capital Management, an estimated $1.07B sold.

Based on aggregated 13F filings for Q1 2016.