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PPL

PPL Corp
PPL

694 hedge funds and large institutions have $16.7B invested in PPL Corp in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $29.1M

143% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 40

17% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 222

10% more capital invested

Capital invested by funds: $15.2B → $16.7B (+$1.47B)

7% more funds holding

Funds holding: 649 → 694 (+45)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.69% less ownership

Funds ownership: 75.09% → 74.4% (-0.69%)

Holders
694
Holders Change
+45
Holders Change %
+6.93%
% of All Funds
18.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
97
Increased
259
Reduced
222
Closed
40
Calls
$71.5M
Puts
$29.1M
Net Calls
+$42.5M
Net Calls Change
+$14.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$205M
2
Principal Financial Group
Principal Financial Group
Iowa
+$119M
3
State Street
State Street
Massachusetts
+$90.1M
4
BFA
BlackRock Fund Advisors
California
+$70.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$307M
2
Invesco
Invesco
Georgia
-$194M
3
Bank of America
Bank of America
North Carolina
-$174M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$144M
5
LM
Luminus Management
Texas
-$72.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBWM
326
Sunflower Bank Wealth Management
Arizona
$1.7M +$232K +7,097 +16%
HI
327
Hudock Inc
Pennsylvania
$1.69M +$187K +5,716 +13%
PP
328
Paloma Partners
Connecticut
$1.6M +$1.22M +37,286 +377%
NPIT
329
National Penn Investors Trust
Pennsylvania
$1.58M -$10.5K -322 -0.7%
WBC
330
Westpac Banking Corp
Australia
$1.54M – – –
MCM
331
Monarch Capital Management
Indiana
$1.52M +$31K +950 +2%
Creative Planning
332
Creative Planning
Kansas
$1.51M +$77.2K +2,363 +6%
AssetMark Inc
333
AssetMark Inc
California
$1.49M +$60.9K +1,863 +4%
FPFS
334
First Personal Financial Services
North Carolina
$1.48M +$1.43M +43,684 New
HCM
335
Huber Capital Management
California
$1.47M -$158K -4,831 -10%
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$1.4M +$632K +19,329 +88%
RJT
337
Raymond James Trust
Florida
$1.38M +$53.1K +1,625 +4%
B
338
BancorpSouth
Mississippi
$1.37M +$60.3K +1,845 +5%
HB
339
Homrich & Berg
Georgia
$1.33M +$152K +4,646 +13%
HNB
340
Huntington National Bank
Ohio
$1.3M +$35.5K +1,087 +3%
KT
341
Kanaly Trust
Texas
$1.3M +$20K +613 +2%
DnB Asset Management
342
DnB Asset Management
Norway
$1.28M +$161K +4,938 +15%
SPC
343
Sigma Planning Corp
Michigan
$1.27M +$1.23M +37,603 New
QI
344
QS Investors
New York
$1.26M -$1.68M -51,395 -58%
Natixis Advisors
345
Natixis Advisors
Massachusetts
$1.26M -$490K -14,987 -29%
TU
346
TDAM USA
Ontario, Canada
$1.25M +$5.69K +174 +0.5%
TCOT
347
Trust Company of Toledo
Ohio
$1.25M +$103K +3,167 +9%
Parallax Volatility Advisers
348
Parallax Volatility Advisers
California
$1.24M +$448K +13,709 +60%
WWM
349
Willingdon Wealth Management
North Carolina
$1.24M -$22.4K -687 -2%
BEAM
350
Baker Ellis Asset Management
Washington
$1.23M -$23.4K -715 -2%
12 13
14
15 16

PPL Hedge Fund Activity: Q4 2014 in Review

694 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2014, worth a combined $16.7B — up 9.7% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PPL positions and 40 closed out — a net gain of 57 holders — while 259 added to existing stakes and 222 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $205M. The largest seller was Franklin Resources, cutting an estimated $307M.

  • 694 institutional investors held PPL Corp (PPL) as of Q4 2014, up from 649 in Q3 2014.
  • Funds reported $16.7B of PPL Corp stock for Q4 2014, up 9.7% quarter-over-quarter.
  • 97 funds opened new PPL Corp positions in Q4 2014 and 40 closed out, a net change of +57 holders.
  • The largest PPL Corp buyer in Q4 2014 was JP Morgan Chase, an estimated $205M added.
  • The largest PPL Corp seller in Q4 2014 was Franklin Resources, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2014.