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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
ACM
401
Argentus Capital Management
Texas
$797K +$769K +23,546 New
BWM
402
Biltmore Wealth Management
Arizona
$785K +$758K +23,190 New
CT
403
Coastline Trust
Rhode Island
$779K – – –
CI
404
Conning Inc
Connecticut
$774K -$8.76K -268 -1%
TYCC
405
Texas Yale Capital Corp
Florida
$774K +$14.6K +446 +2%
SWM
406
SVA Wealth Management
Wisconsin
$769K +$59.4K +1,818 +9%
AI
407
Atria Investments
North Carolina
$766K +$80.3K +2,459 +12%
HSA
408
HBK Sorce Advisory
Pennsylvania
$756K +$132K +4,029 +22%
TCM
409
Tradition Capital Management
New Jersey
$752K -$39.5K -1,208 -5%
AGM
410
Alpine Global Management
New York
$751K +$725K +22,203 New
PFS
411
Prospera Financial Services
Texas
$744K +$9.21K +282 +1%
HVIA
412
Hudson Valley Investment Advisors
New York
$744K +$22.6K +692 +3%
Brown Advisory
413
Brown Advisory
Maryland
$740K +$139K +4,252 +24%
BCM
414
Bluefin Capital Management
New York
$739K +$713K +21,835 New
Teacher Retirement System of Texas
415
Teacher Retirement System of Texas
Texas
$731K -$557K -17,039 -44%
MC
416
Moors & Cabot
Massachusetts
$725K +$9.15K +280 +1%
UR
417
USCA RIA
Texas
$721K -$425 -13 -0.1%
VHAM
418
Van Hulzen Asset Management
California
$716K +$692K +21,167 New
HTC
419
Haverford Trust Company
Pennsylvania
$705K -$11.5K -352 -2%
DIA
420
Dean Investment Associates
Ohio
$695K +$45K +1,377 +7%
CP
421
Camelot Portfolios
Ohio
$686K -$7.84K -240 -1%
CB
422
Chemical Bank
Michigan
$673K +$103K +3,167 +19%
CIMLRA
423
CBRE Investment Management Listed Real Assets
Pennsylvania
$672K -$147K -4,509 -19%
BC
424
Banced Corp
Illinois
$664K -$4.71K -144 -0.7%
AIA
425
AIMZ Investment Advisors
California
$647K +$624K +19,111 New
15 16
17
18 19

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.