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PPL

PPL Corp
PPL

865 hedge funds and large institutions have $19B invested in PPL Corp in 2019 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 313 increasing their positions, 298 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 51

97% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.9M

16% more capital invested

Capital invested by funds: $16.3B → $19B (+$2.65B)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more funds holding

Funds holding: 798 → 865 (+67)

1.38% more ownership

Funds ownership: 71.63% → 73.02% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 298

Holders
865
Holders Change
+67
Holders Change %
+8.4%
% of All Funds
17.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
130
Increased
313
Reduced
298
Closed
51
Calls
$183M
Puts
$92.9M
Net Calls
+$89.7M
Net Calls Change
-$3.28M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$193M
2
Citadel Advisors
Citadel Advisors
Florida
+$115M
3
N
Nuveen
North Carolina
+$110M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$86.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$83.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
2
ZP
Zimmer Partners
New York
-$133M
3
Goldman Sachs
Goldman Sachs
New York
-$93.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$52M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
326
Sompo Asset Management
Japan
$1.83M -$327K -9,750 -16%
CRIG
327
Charter Research & Investment Group
Connecticut
$1.82M -$22.6K -675 -1%
MCM
328
Mainstay Capital Management
Michigan
$1.81M +$1.69M +50,547 New
RFA
329
Reilly Financial Advisors
California
$1.8M +$559K +16,690 +50%
Axa
330
Axa
France
$1.79M -$1.11M -33,018 -40%
WSFS
331
Wilmington Savings Fund Society
Delaware
$1.75M +$2.71K +81 +0.2%
AGM
332
Alpine Global Management
New York
$1.73M +$1.62M +48,297 New
Lido Advisors
333
Lido Advisors
California
$1.73M +$105K +3,127 +7%
VFA
334
Voya Financial Advisors
Connecticut
$1.72M -$19.1K -569 -1%
UF
335
Univest Financial
Pennsylvania
$1.71M +$639K +19,056 +61%
HAIM
336
Hunter Associates Investment Management
Pennsylvania
$1.69M +$238K +7,100 +18%
COPPSERS
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67M +$9.38K +280 +0.6%
OIM
338
Opus Investment Management
Massachusetts
$1.66M -$1.17M -35,000 -43%
FAAS
339
First Allied Advisory Services
California
$1.65M +$130K +3,891 +9%
ZB
340
Zions Bancorporation
Utah
$1.64M -$110K -3,291 -7%
SS
341
Sunbelt Securities
Texas
$1.64M +$61.7K +1,842 +4%
SPIA
342
Steward Partners Investment Advisory
New York
$1.62M +$40.9K +1,220 +3%
IAA
343
Independent Advisor Alliance
North Carolina
$1.6M -$42.5K -1,267 -3%
TNB
344
TCF National Bank
South Dakota
$1.59M -$48.4K -1,445 -3%
SDIC
345
South Dakota Investment Council
South Dakota
$1.57M -$440K -13,130 -23%
Acadian Asset Management
346
Acadian Asset Management
Massachusetts
$1.57M -$211K -6,298 -13%
BWP
347
Bernardo Wealth Planning
Pennsylvania
$1.56M -$9.38K -280 -0.6%
HSA
348
HBK Sorce Advisory
Pennsylvania
$1.56M +$31.7K +945 +2%
JG
349
Jefferies Group
New York
$1.55M +$855K +25,497 +145%
EVM
350
Eaton Vance Management
Massachusetts
$1.53M +$37.5K +1,120 +3%
12 13
14
15 16

PPL Hedge Fund Activity: Q4 2019 in Review

865 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2019, worth a combined $19B — up 16% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PPL positions and 51 closed out — a net gain of 79 holders — while 313 added to existing stakes and 298 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 865 institutional investors held PPL Corp (PPL) as of Q4 2019, up from 798 in Q3 2019.
  • Funds reported $19B of PPL Corp stock for Q4 2019, up 16% quarter-over-quarter.
  • 130 funds opened new PPL Corp positions in Q4 2019 and 51 closed out, a net change of +79 holders.
  • The largest PPL Corp buyer in Q4 2019 was Bank of New York Mellon, an estimated $193M added.
  • The largest PPL Corp seller in Q4 2019 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2019.