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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
ASN
626
Advisory Services Network
Georgia
$65K +$64.3K +1,969 New
Manulife (Manufacturers Life Insurance)
627
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.4K +$1.44M +44,180 +2%
RIA
628
Regal Investment Advisors
Michigan
$56K +$15.8K +484 +41%
IP
629
Isthmus Partners
Wisconsin
$54K +$52.6K +1,610 New
AIM
630
Advantage Investment Management
Iowa
$52K +$49.7K +1,522 New
CTC
631
Central Trust Company
Missouri
$51K +$3.79K +116 +8%
IMS
632
Index Management Solutions
Pennsylvania
$44K -$47.9K -1,466 -53%
BBHC
633
Brown Brothers Harriman & Co
New York
$42K -$2.68K -82 -6%
CBT
634
Central Bank & Trust
Kentucky
$41K +$35.8K +1,095 +1,023%
PCM
635
Prelude Capital Management
New York
$38K -$1.42M -43,533 -98%
MIC
636
MU Investments Company
Japan
$37K – – –
MIM
637
Macroview Investment Management
Maryland
$36K – – –
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
SC
639
Searle & Co
Connecticut
$36K +$35.1K +1,074 New
FWM
640
Focused Wealth Management
New York
$35K +$10.5K +322 +45%
FQ
641
First Quadrant
California
$33K – – –
DBT
642
Dubuque Bank & Trust
Iowa
$31K – – –
WTC
643
WhitTier Trust Company
Nevada
$31K – – –
IC
644
Intersect Capital
California
$31K +$29.8K +913 New
WF
645
WealthTrust Fairport
Ohio
$30K +$21.6K +660 +307%
VFA
646
Virtus Fund Advisers
Connecticut
$28K – – –
EAMA
647
EFG Asset Management (Americas)
Florida
$28K +$26.7K +817 New
VIA
648
Vantage Investment Advisors
Pennsylvania
$26K – – –
PSI
649
Pinnacle Summer Investments
Virginia
$26K +$131 +4 +0.5%
BOK
650
Bank of Kentucky
Kentucky
$25K – – –
24 25
26
27 28

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.