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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
RC
601
RegentAtlantic Capital
New Jersey
$118K +$114K +3,489 New
BMM
602
Buffington Mohr McNeal
Idaho
$114K – – –
WRM
603
Westport Resources Management
Connecticut
$114K – – –
QAM
604
QCI Asset Management
New York
$112K – – –
WTB
605
Washington Trust Bank
Washington
$109K – – –
WAM
606
Wolverine Asset Management
Illinois
$104K -$807K -24,694 -89%
MAM
607
Mizuho Asset Management
Japan
$104K +$17.9K +548 +22%
CFA
608
Camarda Financial Advisors
Florida
$102K +$69.6K +2,130 +241%
CCM
609
Cutler Capital Management
Massachusetts
$100K +$96.6K +2,957 New
TCOV
610
Trust Company of Vermont
Vermont
$97K +$10.5K +322 +13%
JIC
611
Joel Isaacson & Co
New York
$89K – – –
SNT
612
Security National Trust
West Virginia
$89K – – –
Envestnet Asset Management
613
Envestnet Asset Management
Illinois
$87K -$487K -14,910 -85%
HIM
614
Hillsdale Investment Management
Ontario, Canada
$87K -$56.1K -1,718 -40%
BAM
615
Barrett Asset Management
New York
$84K – – –
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$84K – – –
SAMC
617
Shinko Asset Management Company
Japan
$80K -$7.03K -215 -8%
Royal London Asset Management
618
Royal London Asset Management
United Kingdom
$78.5K +$1.95M +59,634 +36%
LWA
619
Lowe Wealth Advisors
Maryland
$78K +$75K +2,295 New
SSB
620
Sandy Spring Bank
Maryland
$77K – – –
ST
621
Somerset Trust
Pennsylvania
$76K +$35.1K +1,074 +90%
NES
622
New England Securities
New York
$70K -$3.82K -117 -5%
SFPIA
623
Stevens First Principles Investment Advisors
California
$68K -$163 -5 -0.2%
DOA
624
D'Orazio & Associates
Virginia
$68K +$719 +22 +1%
AC
625
Alexandria Capital
Virginia
$66K – – –
23 24
25
26 27

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.