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PPL

PPL Corp

689 hedge funds and large institutions have $15.6B invested in PPL Corp in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 290 increasing their positions, 246 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $142M | Put options by funds: $32.6M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

18% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 246

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

0.34% more ownership

Funds ownership: 74.4%74.74% (+0.34%)

1% less funds holding

Funds holding: 694689 (-5)

7% less capital invested

Capital invested by funds: $16.7B → $15.6B (-$1.1B)

Holders
689
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
18.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
62
Increased
290
Reduced
246
Closed
55
Calls
$142M
Puts
$32.6M
Net Calls
+$109M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
626
Focused Wealth Management
New York
$40K +$7.48K +233 +22%
VIA
627
Vantage Investment Advisors
Pennsylvania
$37K +$12.7K +395 +51%
RFS
628
Rockefeller Financial Services
New York
$37K +$20.7K +644 +116%
MIM
629
Macroview Investment Management
Maryland
$34K
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$34K
MIC
631
MU Investments Company
Japan
$34K
SC
632
Searle & Co
Connecticut
$33K
FQ
633
First Quadrant
California
$30K
DBT
634
Dubuque Bank & Trust
Iowa
$29K
IC
635
Intersect Capital
California
$29K
WTC
636
WhitTier Trust Company
Nevada
$29K
CYG
637
Clean Yield Group
Vermont
$27K +$27.6K +859 New
EAMA
638
EFG Asset Management (Americas)
Florida
$26K
BOK
639
Bank of Kentucky
Kentucky
$24K
FAM
640
Formidable Asset Management
Ohio
$21K
MUS
641
Mitsubishi UFJ Securities
Japan
$21K +$21.4K +666 New
CBT
642
Central Bank & Trust
Kentucky
$20K -$17.9K -558 -46%
HCM
643
Horrell Capital Management
Arkansas
$20K
WA
644
WFG Advisors
Texas
$19K -$147K -4,574 -88%
IF
645
Ironwood Financial
Arizona
$19K
ZB
646
Zions Bancorporation
Utah
$19K +$19.7K +612 New
MMG
647
Monetary Management Group
Missouri
$17K
PFG
648
Piershale Financial Group
Illinois
$17K
SFG
649
Sage Financial Group
Pennsylvania
$17K
GAM
650
Gemmer Asset Management
California
$16K +$289 +9 +2%

PPL Hedge Fund Activity: Q1 2015 in Review

689 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2015, worth a combined $15.6B — down 6.6% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PPL positions and 55 closed out — a net gain of 7 holders — while 290 added to existing stakes and 246 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $179M. The largest seller was JP Morgan Chase, cutting an estimated $200M.

  • 689 institutional investors held PPL Corp (PPL) as of Q1 2015, down from 694 in Q4 2014.
  • Funds reported $15.6B of PPL Corp stock for Q1 2015, down 6.6% quarter-over-quarter.
  • 62 funds opened new PPL Corp positions in Q1 2015 and 55 closed out, a net change of +7 holders.
  • The largest PPL Corp buyer in Q1 2015 was Nordea Investment Management, an estimated $179M added.
  • The largest PPL Corp seller in Q1 2015 was JP Morgan Chase, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2015.