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PPL

PPL Corp

865 hedge funds and large institutions have $19B invested in PPL Corp in 2019 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 313 increasing their positions, 298 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 51

97% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.9M

16% more capital invested

Capital invested by funds: $16.3B → $19B (+$2.65B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 798865 (+67)

1.38% more ownership

Funds ownership: 71.63%73.02% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 298

Holders
865
Holders Change
+67
Holders Change %
+8.4%
% of All Funds
17.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
130
Increased
313
Reduced
298
Closed
51
Calls
$183M
Puts
$92.9M
Net Calls
+$89.7M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
676
Loomis, Sayles & Company
Massachusetts
$191K -$814K -24,284 -82%
LOIM
677
Liberty One Investment Management
Illinois
$191K +$178K +5,322 New
SMFS
678
Squar Milner Financial Services
California
$188K +$176K +5,241 New
GEA
679
Glen Eagle Advisors
New Jersey
$187K +$137K +4,094 +364%
LS
680
Livforsakringsbolaget Skandia
Sweden
$183K -$117K -3,500 -41%
FHA
681
First Horizon Advisors
Tennessee
$183K +$6.87K +205 +4%
SFS
682
Sowell Financial Services
Arkansas
$180K +$24.6K +734 +17%
Carson Wealth (CWM LLC)
683
Carson Wealth (CWM LLC)
Nebraska
$179K
CBT
684
Capital Bank & Trust
California
$176K -$3.29K -98 -2%
SNT
685
Security National Trust
West Virginia
$176K
BFEC
686
Benjamin F. Edwards & Company
Missouri
$175K +$2.51K +75 +2%
NFG
687
Next Financial Group
Texas
$173K +$133K +3,959 +458%
CA
688
Crewe Advisors
Utah
$171K +$4.96K +148 +3%
CFG
689
Citizens Financial Group
Rhode Island
$168K +$16.7K +497 +12%
AA
690
Ancora Advisors
Ohio
$167K +$156K +4,664 New
CFGS
691
Concourse Financial Group Securities
Alabama
$162K +$129K +3,839 +622%
CHA
692
Carmichael Hill & Associates
Maryland
$159K +$149K +4,431 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$156K +$603 +18 +0.4%
CTC
694
Central Trust Company
Missouri
$155K
CT
695
Caldwell Trust
Florida
$153K +$143K +4,255 New
EW
696
Evoke Wealth
California
$150K +$536 +16 +0.4%
SMG
697
Spectrum Management Group
Indiana
$147K
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
$147K +$137K +4,092 New
ST
699
Smithfield Trust
Pennsylvania
$130K -$44.9K -1,340 -27%
RIA
700
Realta Investment Advisors
Delaware
$130K -$10.8K -321 -8%

PPL Hedge Fund Activity: Q4 2019 in Review

865 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2019, worth a combined $19B — up 16% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PPL positions and 51 closed out — a net gain of 79 holders — while 313 added to existing stakes and 298 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 865 institutional investors held PPL Corp (PPL) as of Q4 2019, up from 798 in Q3 2019.
  • Funds reported $19B of PPL Corp stock for Q4 2019, up 16% quarter-over-quarter.
  • 130 funds opened new PPL Corp positions in Q4 2019 and 51 closed out, a net change of +79 holders.
  • The largest PPL Corp buyer in Q4 2019 was Bank of New York Mellon, an estimated $193M added.
  • The largest PPL Corp seller in Q4 2019 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2019.