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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
CHAM
801
Clear Harbor Asset Management
Connecticut
$15.7K +$14.7K +438 New
CIA
802
Cascade Investment Advisors
Oregon
$14.4K
CAL
803
Capital Advisors Ltd
Ohio
$14K
EWM
804
Endurance Wealth Management
Rhode Island
$14K
MA
805
MUFG Americas
New York
$14K
OIA
806
Optimum Investment Advisors
Illinois
$13K
GWS
807
Glassman Wealth Services
Virginia
$13K +$2.88K +86 +31%
SBL
808
Sargent Bickham Lagudis
Colorado
$12K
HIA
809
Harbor Investment Advisory
Maryland
$12K +$10.8K +323 New
PA
810
PSI Advisors
Florida
$12K +$11.8K +351 New
BAMG
811
Brand Asset Management Group
Missouri
$11K
RTC
812
Riverview Trust Company
Washington
$11K
SL
813
Savior LLC
Massachusetts
$11K +$10.3K +306 New
RMAM
814
Raab & Moskowitz Asset Management
New Jersey
$11K +$10.4K +310 New
SFSIG
815
San Francisco Sentry Investment Group
California
$10K
CI
816
CX Institutional
Indiana
$9K
DAM
817
Delta Asset Management
Tennessee
$9K
OSAM
818
O'Shaughnessy Asset Management
Connecticut
$9K +$8.65K +258 New
ATC
819
Adirondack Trust Company
New York
$8K
GAM
820
Gemmer Asset Management
California
$8K
MIM
821
Macroview Investment Management
Maryland
$8K
AWA
822
Arkadios Wealth Advisors
Georgia
$7.26K +$6.7K +200 New
LWA
823
Lowe Wealth Advisors
Maryland
$7K -$31.1K -929 -82%
GWMIA
824
Global Wealth Management Investment Advisory
Florida
$7K -$5.63K -168 -47%
FMP
825
Financial Management Professionals
Texas
$7K

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.