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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
AA
101
ALPS Advisors
Colorado
$21.6M +$20.9M +638,883 New
ACM
102
Aviance Capital Management
Florida
$21.4M +$17M +520,465 +470%
GF
103
Gabelli Funds
New York
$21.2M – – –
BKBG
104
BHF Kleinwort Benson Group
Belgium
$20.5M +$1.58M +48,371 +7%
VE
105
Vega Energy
New York
$20M -$10.7M -327,464 -36%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$19.8M -$2.4M -73,329 -11%
FWIA
107
Fort Washington Investment Advisors
Ohio
$19.5M +$354K +10,844 +2%
Capital International Investors
108
Capital International Investors
California
$19M – – –
Stifel Financial
109
Stifel Financial
Missouri
$18.5M +$12.9M +394,280 +257%
SG Americas Securities
110
SG Americas Securities
New York
$18.4M +$5.57M +170,511 +46%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$18.4M -$123K -3,751 -0.7%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$18.4M +$3.81M +116,753 +27%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$18M -$6.39M -195,620 -27%
MAM
114
Magellan Asset Management
Australia
$17.3M -$5.42M -166,005 -24%
HSA
115
Hussman Strategic Advisors
Maryland
$16.3M – – –
FP
116
Foundry Partners
Minnesota
$16.3M +$15.8M +483,090 New
SCM
117
Symons Capital Management
Pennsylvania
$16.3M +$54.6K +1,672 +0.3%
AIA
118
Affinity Investment Advisors
California
$16.2M +$556K +17,030 +4%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$16.2M +$4.88M +149,232 +45%
CIM
120
Corbyn Investment Management
Maryland
$16.1M -$115K -3,521 -0.7%
Comerica Bank
121
Comerica Bank
Texas
$16M +$7.5M +229,549 +95%
Canada Life
122
Canada Life
Manitoba, Canada
$15.8M -$141K -4,307 -0.9%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$15.4M -$1.24M -37,806 -8%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$15.1M -$33.8K -1,033 -0.2%
H
125
Hexavest
Quebec, Canada
$14.9M +$103K +3,141 +0.7%
3 4
5
6 7

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.