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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
VFAM
576
Valley Forge Asset Management
Pennsylvania
$210K +$203K +6,200 New
Verition Fund Management
577
Verition Fund Management
Connecticut
$209K -$111K -3,397 -35%
BFM
578
Boothbay Fund Management
New York
$208K +$402K +12,300 New
AB
579
AT Bancorp
Iowa
$205K +$198K +6,048 New
GLRA
580
Gerald L. Ray & Associates
Texas
$204K +$197K +6,039 New
CCM
581
Compton Capital Management
Rhode Island
$203K +$196K +6,012 New
FANJ
582
Financial Architects (New Jersey)
New Jersey
$198K -$54.4K -1,666 -22%
WT
583
Whittier Trust
California
$193K – – –
JWA
584
JFS Wealth Advisors
Pennsylvania
$191K -$11K -336 -6%
EWM
585
Evercore Wealth Management
New York
$188K -$37.9K -1,161 -17%
KCM
586
Karp Capital Management
California
$185K +$179K +5,476 New
WA
587
WFG Advisors
Texas
$176K -$28.4K -868 -14%
LNB
588
Ledyard National Bank
$170K -$141K -4,321 -46%
GIS
589
Guardian Investor Services
New York
$167K -$3.82K -117 -2%
MA
590
MUFG Americas
New York
$160K – – –
ARMT
591
Amica Retiree Medical Trust
Rhode Island
$155K – – –
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$145K +$1.21K +37 +0.9%
VCM
593
Vigilant Capital Management
Maine
$145K +$140K +4,295 New
FHA
594
First Horizon Advisors
Tennessee
$140K -$71.2K -2,179 -35%
MCM
595
Manchester Capital Management
Vermont
$138K – – –
GLI
596
Guardian Life Insurance
New York
$138K +$425 +13 +0.3%
OIA
597
Optimum Investment Advisors
Illinois
$137K – – –
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$132K -$425 -13 -0.3%
PMFA
599
Plante Moran Financial Advisors
Michigan
$129K +$1.44K +44 +1%
W
600
Wealthfront
California
$123K +$39.5K +1,209 +50%
22 23
24
25 26

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.