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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
RNS
676
Robert N. Shapiro
$8K +$2.25K +69 +38%
WEC
677
Winslow Evans & Crocker
Massachusetts
$7.45K – – –
MUMSS
678
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$13.7K -418 -66%
FMP
679
Financial Management Professionals
Texas
$7K – – –
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
FCCM
681
First City Capital Management
Georgia
$6.54K – – –
TIM
682
Tortoise Investment Management
New York
$6K -$4.38K -134 -42%
TWA
683
TCI Wealth Advisors
Arizona
$5K – – –
CFSG
684
Community Financial Services Group
Vermont
$5K +$5.13K +157 New
CFA
685
Carroll Financial Associates
North Carolina
$4K +$3.5K +107 New
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TFO
687
Tarbox Family Office
California
$3K – – –
TCA
688
Tortoise Capital Advisors
Kansas
$3K +$1.34K +41 +91%
CAW
689
Cornerstone Advisors (Washington)
Washington
$3K +$1.54K +47 +87%
BRWA
690
B. Riley Wealth Advisors
Florida
$2.29K +$387K +11,832 New
CAL
691
Capital Advisors Ltd
Ohio
$2K – – –
SA
692
SRH Advisors
Kansas
$2K – – –
CFS
693
Commonwealth Financial Services
West Virginia
$2K +$1.7K +52 New
NDSI
694
Newman Dignan & Sheerar Inc
Rhode Island
$1.11K -$24.7K -755 -2%
TC
695
Teilinger Capital
Texas
– -$55.7M -1,820,183 Closed
First Eagle Investment Management
696
First Eagle Investment Management
New York
– -$50.9M -1,664,737 Closed
GACM
697
Green Arrow Capital Management
New York
– -$22.9M -748,384 Closed
MCM
698
Moore Capital Management
New York
– -$14.8M -483,144 Closed
SCM
699
Stevens Capital Management
Pennsylvania
– -$12.6M -411,152 Closed
DA
700
DSC Advisors
Illinois
– -$6.57M -214,731 Closed
26 27
28
29 30

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.