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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
JMPWA
426
JP Morgan Private Wealth Advisors
California
$636K +$163K +4,977 +36%
DADC
427
D.A. Davidson & Co
Montana
$635K +$39.2K +1,201 +7%
CIBC World Market
428
CIBC World Market
Ontario, Canada
$626K -$894K -27,365 -60%
BFEC
429
Benjamin F. Edwards & Company
Missouri
$624K -$25.1K -767 -4%
WCA
430
Westover Capital Advisors
Delaware
$623K – – –
BAM
431
Brave Asset Management
New Jersey
$622K -$98.3K -3,007 -14%
VFS
432
VSR Financial Services
Kansas
$622K +$77.7K +2,379 +15%
SACTSONJ
433
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$618K – – –
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$613K – – –
FAAS
435
First Allied Advisory Services
California
$610K +$8.72K +267 +2%
NRS
436
Neville Rodie & Shaw
New York
$602K -$4.54K -139 -0.8%
PAM
437
Paradigm Asset Management
New York
$601K – – –
V
438
Veritable
Delaware
$593K -$59.5K -1,821 -9%
Two Sigma Advisers
439
Two Sigma Advisers
New York
$586K -$1.02M -31,200 -64%
Daiwa Securities Group
440
Daiwa Securities Group
Japan
$578K -$24.6K -752 -4%
AB
441
Amalgamated Bank
New York
$573K -$90.9K -2,783 -14%
RFA
442
Reilly Financial Advisors
California
$572K +$161K +4,917 +41%
ANRIA
443
American National Registered Investment Advisor
Texas
$568K -$1.76K -54 -0.3%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$562K – – –
RB
445
Rodgers Brothers
Pennsylvania
$553K +$131 +4 +0%
NIMI
446
Natixis Investment Managers International
France
$549K -$184K -5,624 -26%
Belvedere Trading
447
Belvedere Trading
Illinois
$545K +$526K +16,105 New
ECM
448
Everence Capital Management
Indiana
$538K – – –
CLOS
449
Compagnie Lombard Odier SCmA
Switzerland
$519K -$887K -27,145 -64%
HFS
450
HL Financial Services
Kentucky
$516K +$151K +4,606 +43%
16 17
18
19 20

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.