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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
SNT
626
Security National Trust
West Virginia
$83K
WRM
627
Westport Resources Management
Connecticut
$79K +$20.2K +600 +35%
WIC
628
Woodmont Investment Counsel
Tennessee
$76K
LWA
629
Lowe Wealth Advisors
Maryland
$73K
CWM
630
Catamount Wealth Management
Connecticut
$72K
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$72K
AOWM
632
Alpha Omega Wealth Management
Virginia
$72K +$71.3K +2,115 New
RFA
633
Reilly Financial Advisors
California
$70K -$61.9K -1,835 -47%
FIB
634
First Interstate Bank
Montana
$67K
Manulife (Manufacturers Life Insurance)
635
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67K -$1.9M -56,411 -3%
HIIFS
636
Harel Insurance Investments & Financial Services
Israel
$65K +$64.1K +1,900 New
SFPIA
637
Stevens First Principles Investment Advisors
California
$64K
APSP
638
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K
RFS
639
Rockefeller Financial Services
New York
$59K +$41K +1,216 +235%
TC
640
Trust Company
Kansas
$58.7K +$23.9K +710 +70%
CCS
641
Crosspoint Capital Strategies
California
$56K +$47.2K +1,400 +915%
MFW
642
Mosaic Family Wealth
Missouri
$52K +$51.9K +1,540 New
FWM
643
Focused Wealth Management
New York
$40K +$67 +2 +0.2%
AC
644
Alexandria Capital
Virginia
$36K
MSFP
645
Mark Sheptoff Financial Planning
Connecticut
$34K
AIM
646
Arcadia Investment Management
Michigan
$32K
KA
647
Klingman & Associates
New York
$32K +$31.9K +945 New
ADL
648
Asset Dedication LLC
California
$32K +$32K +949 New
FQ
649
First Quadrant
California
$31K -$10.9K -322 -26%
VCM
650
Versant Capital Management
Arizona
$31K +$30.7K +910 New

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.