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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
FGAM
751
Financial Gravity Asset Management
Texas
$51K -$3.79K -113 -19%
VCP
752
Verus Capital Partners
Arizona
$51K +$47.4K +1,415 New
GFPC
753
Global Financial Private Client
Florida
$50.7K +$47.3K +1,412 New
PFGIA
754
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$704 -21 -2%
PA
755
Procyon Advisors
Connecticut
$47K +$43.8K +1,308 New
LWM
756
Liberty Wealth Management
California
$45K +$3.32K +99 +8%
MF
757
Manchester Financial
California
$44K +$41.6K +1,240 New
CIM
758
Centersquare Investment Management
Pennsylvania
$43K +$24.5K +730 +155%
RA
759
Rational Advisors
New York
$42K -$246K -7,350 -86%
LC
760
Lindbrook Capital
California
$38K -$53.3K -1,589 -60%
HSA
761
Hussman Strategic Advisors
Maryland
$36K -$545K -16,250 -94%
AP
762
Arlington Partners
Alabama
$36K
SC
763
Sawyer & Company
Massachusetts
$35K
KPCM
764
Kings Point Capital Management
New York
$32K
BUB
765
BBVA USA Bancshares
Texas
$32K +$30.1K +897 New
RWA
766
Ropes Wealth Advisors
Massachusetts
$31K -$16.5K -493 -36%
BCA
767
Berman Capital Advisors
Georgia
$30K +$67 +2 +0.2%
TPWA
768
TRUE Private Wealth Advisors
Oregon
$30K +$28K +835 New
BCWM
769
Bartlett & Co Wealth Management
Ohio
$29K
RFM
770
Royal Fund Management
Florida
$29K -$16.8K -500 -38%
FWM
771
Focused Wealth Management
New York
$29K
MSFP
772
Mark Sheptoff Financial Planning
Connecticut
$29K
ADL
773
Asset Dedication LLC
California
$29K +$2.48K +74 +10%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$28K +$2.68K +80 +11%
WWM
775
Willingdon Wealth Management
North Carolina
$27K -$637 -19 -2%

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.