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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
RBC
726
Ronald Blue & Co
Georgia
-$236K -7,168 Closed
YCM
727
Yakira Capital Management
Connecticut
-$232K -7,065 Closed
AIM
728
Assured Investment Management
New York
-$231K -7,020 Closed
BCM
729
BlueCrest Capital Management
Jersey
-$228K -6,930 Closed
QC
730
QCM Cayman
Texas
-$224K -6,818 Closed
EHWM
731
Eads & Heald Wealth Management
Georgia
-$217K -6,610 Closed
SI
732
SII Investments
Wisconsin
-$213K -6,442 Closed
WAS
733
Winch Advisory Services
Wisconsin
-$182K -5,533 Closed
JWM
734
Jackson Wealth Management
Florida
-$111K -3,371 Closed
CG
735
Colony Group
Massachusetts
-$93K -2,825 Closed
HIM
736
Hillsdale Investment Management
Ontario, Canada
-$89K -2,700 Closed
LYV
737
Live Your Vision
Pennsylvania
-$79K -2,390 Closed
AF
738
Allworth Financial
California
-$66K -2,000 Closed
RIA
739
Regal Investment Advisors
Michigan
-$36K -1,102 Closed
DAM
740
Delta Asset Management
Tennessee
-$26K -800 Closed
WA
741
Waverly Advisors
Alabama
-$19K -570 Closed
HCMT
742
Highland Capital Management (Tennessee)
Tennessee
-$18K -540 Closed
SIM
743
Sonora Investment Management
Arizona
-$8K -263 Closed
LWCFA
744
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6K -200 Closed
TIM
745
Tortoise Investment Management
New York
-$6K -173 Closed
VIA
746
Vident Investment Advisory
Georgia
-$4K -124 Closed
OSAM
747
O'Shaughnessy Asset Management
Connecticut
-$3K -104 Closed
BCMIO
748
Beacon Capital Management Inc (Ohio)
Ohio
+$169 +5 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.