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PPL

PPL Corp

788 hedge funds and large institutions have $14.3B invested in PPL Corp in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 267 increasing their positions, 337 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $100M | Put options by funds: $40.9M

0.37% more ownership

Funds ownership: 72.25%72.62% (+0.37%)

4% less funds holding

Funds holding: 824788 (-36)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.14B)

21% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 337

24% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 107

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
788
Holders Change
-36
Holders Change %
-4.37%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
81
Increased
267
Reduced
337
Closed
107
Calls
$100M
Puts
$40.9M
Net Calls
+$59.3M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.72B +$267M +8,952,223 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.45B +$29.9M +1,004,936 +2%
State Street
3
State Street
Massachusetts
$944M -$15.8M -529,622 -2%
Invesco
4
Invesco
Georgia
$712M -$10.8M -361,526 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$707M +$235M +7,902,347 +46%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$420M +$29.4M +987,599 +7%
Federated Hermes
7
Federated Hermes
Pennsylvania
$412M -$8.74M -293,482 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$319M +$16.1M +540,362 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$252M +$17.1M +573,617 +7%
Bank of America
10
Bank of America
North Carolina
$236M -$88.6M -2,974,652 -26%
Goldman Sachs
11
Goldman Sachs
New York
$227M +$46.3M +1,554,361 +24%
Northern Trust
12
Northern Trust
Illinois
$217M -$1.93M -64,875 -0.8%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$217M +$169M +5,670,400 +284%
Wells Fargo
14
Wells Fargo
California
$211M -$32.8M -1,102,044 -13%
EIP
15
Epoch Investment Partners
New York
$205M -$183M -6,153,151 -46%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$204M +$197M +6,627,700 +1,124%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$182M -$8.93M -299,818 -4%
Legal & General Group
18
Legal & General Group
United Kingdom
$173M +$9.76M +327,814 +6%
TSW
19
Thompson Siegel & Walmsley
Virginia
$154M +$47.3M +1,589,590 +41%
Millennium Management
20
Millennium Management
New York
$141M +$88.5M +2,970,302 +147%
Norges Bank
21
Norges Bank
Norway
$121M -$16.6M -557,433 -12%
Fidelity International
22
Fidelity International
Bermuda
$121M +$5.56M +186,648 +5%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$108M -$4.21M -141,244 -4%
Deutsche Bank
24
Deutsche Bank
Germany
$89M -$14.6M -491,385 -14%
Morgan Stanley
25
Morgan Stanley
New York
$87.3M -$4.26M -143,147 -4%

PPL Hedge Fund Activity: Q1 2018 in Review

788 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2018, worth a combined $14.3B — down 7.4% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of PPL and 81 opened new positions — a net loss of 26 holders — while 337 trimmed existing stakes and 267 added.

The largest buyer was BlackRock, adding an estimated $267M. The largest seller was Epoch Investment Partners, cutting an estimated $183M.

  • 788 institutional investors held PPL Corp (PPL) as of Q1 2018, down from 824 in Q4 2017.
  • Funds reported $14.3B of PPL Corp stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 81 funds opened new PPL Corp positions in Q1 2018 and 107 closed out, a net change of -26 holders.
  • The largest PPL Corp buyer in Q1 2018 was BlackRock, an estimated $267M added.
  • The largest PPL Corp seller in Q1 2018 was Epoch Investment Partners, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2018.