We are live on ! Find out more
PPL

PPL Corp

705 hedge funds and large institutions have $17.3B invested in PPL Corp in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $88.6M | Put options by funds: $26.3M

131% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 42

12% more capital invested

Capital invested by funds: $15.4B → $17.3B (+$1.88B)

7% more funds holding

Funds holding: 657705 (+48)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

0.8% more ownership

Funds ownership: 70.46%71.26% (+0.8%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
705
Holders Change
+48
Holders Change %
+7.31%
% of All Funds
18.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
97
Increased
258
Reduced
242
Closed
42
Calls
$88.6M
Puts
$26.3M
Net Calls
+$62.3M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
551
Signet Financial Management
New Jersey
$253K +$250K +7,412 New
FC
552
Financial Consulate
Maryland
$253K +$250K +7,423 New
TNAM
553
Terra Nova Asset Management
New York
$252K +$249K +7,385 New
IGIM
554
I.G. Investment Management
Manitoba, Canada
$251K -$144K -4,270 -37%
BC
555
Burney Company
Virginia
$250K -$11K -325 -4%
AWMS
556
Advocacy Wealth Management Services
Georgia
$250K +$247K +7,335 New
WA
557
WESPAC Advisors
California
$244K +$33K +978 +16%
AP
558
Advisor Partners
California
$242K +$2.12K +63 +0.9%
BP
559
Ballentine Partners
Massachusetts
$242K +$2.36K +70 +1%
RCAMU
560
Rothschild & Co Asset Management US
Connecticut
$242K +$239K +7,087 New
PFA
561
Pure Financial Advisors
California
$241K +$2.7K +80 +1%
EFS
562
Essex Financial Services
Connecticut
$241K +$56.9K +1,688 +23%
VFA
563
Voya Financial Advisors
Connecticut
$238K -$10.1K -299 -4%
TI
564
Trexquant Investment
Connecticut
$237K +$234K +6,940 New
PL
565
Perpetual Ltd
Australia
$237K +$234K +6,951 New
BO
566
Bank OZK
Arkansas
$236K +$11.1K +329 +5%
AF
567
Aldebaran Financial
$229K
CCM
568
Cribstone Capital Management
Maine
$229K +$229K +6,787 New
W
569
Wealthfront
California
$226K +$12.9K +384 +6%
DOA
570
D'Orazio & Associates
Virginia
$226K +$79.2K +2,349 +55%
IH
571
IFC Holdings
Florida
$225K +$224K +6,641 New
Squarepoint
572
Squarepoint
New York
$224K +$221K +6,562 New
NFG
573
Next Financial Group
Texas
$222K +$1.15K +34 +0.5%
JWA
574
JFS Wealth Advisors
Pennsylvania
$217K +$35.4K +1,050 +20%
FHA
575
First Horizon Advisors
Tennessee
$215K +$18.9K +562 +10%

PPL Hedge Fund Activity: Q4 2015 in Review

705 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2015, worth a combined $17.3B — up 12% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PPL positions and 42 closed out — a net gain of 55 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $379M. The largest seller was Franklin Resources, cutting an estimated $210M.

  • 705 institutional investors held PPL Corp (PPL) as of Q4 2015, up from 657 in Q3 2015.
  • Funds reported $17.3B of PPL Corp stock for Q4 2015, up 12% quarter-over-quarter.
  • 97 funds opened new PPL Corp positions in Q4 2015 and 42 closed out, a net change of +55 holders.
  • The largest PPL Corp buyer in Q4 2015 was JP Morgan Chase, an estimated $379M added.
  • The largest PPL Corp seller in Q4 2015 was Franklin Resources, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2015.