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PPL

PPL Corp
PPL

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: 9 → 10 (+1)

8% more funds holding

Funds holding: 798 → 865 (+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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$193M
2
Citadel Advisors
Citadel Advisors
Florida
+$115M
3
N
Nuveen
North Carolina
+$110M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$86.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$83.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
2
ZP
Zimmer Partners
New York
-$133M
3
Goldman Sachs
Goldman Sachs
New York
-$93.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$52M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
851
Webster Bank
Connecticut
$2K – – –
WCM
852
Wealthcare Capital Management
Virginia
$2K +$2.25K +67 New
AA
853
Argent Advisors
Louisiana
$2K +$2.35K +70 New
LS
854
Leelyn Smith
Illinois
$1.25K +$1.17M +34,852 New
SIM
855
Sonora Investment Management
Arizona
$1K -$2.08K -62 -60%
CHC
856
City Holding Co
West Virginia
$1K – – –
SCA
857
Stonebridge Capital Advisors
Minnesota
$1K – – –
LFG
858
Larson Financial Group
Missouri
$1K +$168 +5 +28%
LWA
859
Lenox Wealth Advisors
New York
$1K +$603 +18 New
JGIA
860
Jackson Grant Investment Advisers
Connecticut
$1K +$972 +29 New
CA
861
CXI Advisors
Indiana
$1K +$1.07K +32 New
RG
862
Retirement Group
California
$1K +$1.14K +34 New
LP
863
LMR Partners
United Kingdom
$599 +$559K +16,683 New
AC
864
Asio Capital
Kentucky
$21 +$20.1K +600 New
ZP
865
Zimmer Partners
New York
– -$133M -4,215,186 Closed
CC
866
Covalis Capital
United Kingdom
– -$26.8M -850,881 Closed
Voloridge Investment Management
867
Voloridge Investment Management
Florida
– -$8.03M -254,949 Closed
WIC
868
Willis Investment Counsel
Georgia
– -$7.29M -231,600 Closed
SRAM
869
Stone Ridge Asset Management
New York
– -$7.02M -223,000 Closed
QIM
870
Quantitative Investment Management
Virginia
– -$5.45M -172,914 Closed
CC
871
Cipher Capital
New York
– -$4.45M -141,261 Closed
GLA
872
Great Lakes Advisors
Illinois
– -$3.48M -110,489 Closed
HF
873
HRT Financial
New York
– -$3.11M -98,683 Closed
Tudor Investment Corp
874
Tudor Investment Corp
Connecticut
– -$3.06M -97,241 Closed
BB
875
Bell Bank
North Dakota
– -$3.06M -97,005 Closed
33 34
35
36 37

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.