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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
B
701
BP
United Kingdom
– -$4.92M -161,048 Closed
BCM
702
Bridgeway Capital Management
Texas
– -$3.92M -128,194 Closed
CF
703
CNA Financial
Illinois
– -$2.45M -80,143 Closed
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.03M -66,014 Closed
PP
705
PDT Partners
New York
– -$1.65M -53,953 Closed
BCM
706
BlueCrest Capital Management
Jersey
– -$1.45M -47,462 Closed
Connor, Clark & Lunn Investment Management (CC&L)
707
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.28M -41,777 Closed
CG
708
Clinton Group
New York
– -$1.1M -35,970 Closed
FAAM
709
First Allied Asset Management
California
– -$871K -28,537 Closed
MIS
710
Morningstar Investment Services
Illinois
– -$669K -21,858 Closed
Capital Fund Management (CFM)
711
Capital Fund Management (CFM)
France
– -$696K -21,288 Closed
RIL
712
Rothschild Investment LLC
Illinois
– -$512K -16,749 Closed
MSU
713
Maple Securities USA
New Jersey
– -$468K -15,290 Closed
EMG
714
Ellington Management Group
Connecticut
– -$463K -15,139 Closed
NG
715
NatWest Group
United Kingdom
– -$404 -13,208 Closed
OWD
716
Osborn Williams & Donohoe
Ohio
– -$345K -11,273 Closed
NCCM
717
Nine Chapters Capital Management
New Jersey
– -$309K -10,092 Closed
TRCT
718
Tower Research Capital (TRC)
New York
– -$297K -9,721 Closed
LC
719
Loews Corp
New York
– -$251K -8,197 Closed
CA
720
CapWealth Advisors
Tennessee
– -$149K -4,875 Closed
Group One Trading
721
Group One Trading
Illinois
– -$108K -3,295 Closed
LBG
722
Lloyds Banking Group
United Kingdom
– -$77K -2,524 Closed
PTC
723
Private Trust Company
Ohio
– -$71K -2,324 Closed
MHS
724
M Holdings Securities
Oregon
– -$47K -1,588 Closed
ST
725
Spot Trading
Illinois
– -$50.8K -1,555 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.