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PPL

PPL Corp

649 hedge funds and large institutions have $15.2B invested in PPL Corp in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 295 increasing their positions, 198 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $25.1M

49% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 198

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

0% more funds holding

Funds holding: 649649 (0)

4.15% less ownership

Funds ownership: 79.24%75.09% (-4.1%)

8% less capital invested

Capital invested by funds: $16.6B → $15.2B (-$1.36B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
649
Holders Change
Holders Change %
0%
% of All Funds
18.83%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
39
Increased
295
Reduced
198
Closed
34
Calls
$53.4M
Puts
$25.1M
Net Calls
+$28.3M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$71.7M +2,293,612 +6%
State Street
2
State Street
Massachusetts
$1.04B -$8.88M -283,906 -0.8%
Franklin Resources
3
Franklin Resources
California
$824M -$22.8M -730,084 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$809M -$26.5M -846,010 -3%
BIT
5
BlackRock Institutional Trust
California
$571M +$25.6M +817,796 +5%
Invesco
6
Invesco
Georgia
$476M +$10.7M +341,219 +2%
BFA
7
BlackRock Fund Advisors
California
$445M -$35.1M -1,120,859 -7%
Federated Hermes
8
Federated Hermes
Pennsylvania
$394M -$14.3M -455,782 -3%
Bank of America
9
Bank of America
North Carolina
$365M -$14.6M -467,500 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$359M +$19M +607,473 +5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$355M -$15.9M -508,851 -4%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$322M +$107M +3,432,116 +48%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$267M +$7.12M +227,614 +3%
Northern Trust
14
Northern Trust
Illinois
$255M +$608K +19,432 +0.2%
EIP
15
Epoch Investment Partners
New York
$251M +$11.6M +372,314 +5%
PIM
16
Perkins Investment Management
Illinois
$233M -$23.6M -754,098 -9%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$228M +$18M +574,726 +8%
Millennium Management
18
Millennium Management
New York
$224M -$91.5M -2,924,442 -29%
BG
19
BlackRock Group
United Kingdom
$198M +$9.01M +287,911 +5%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$186M +$4.54M +145,310 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$159M +$7.58M +242,363 +5%
Capital Research Global Investors
22
Capital Research Global Investors
California
$140M
Legal & General Group
23
Legal & General Group
United Kingdom
$139M +$2.52M +80,474 +2%
Ameriprise
24
Ameriprise
Minnesota
$131M +$10.3M +330,236 +8%
CS
25
Credit Suisse
Switzerland
$127M +$11.6M +370,096 +10%

PPL Hedge Fund Activity: Q3 2014 in Review

649 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2014, worth a combined $15.2B — down 8.2% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PPL positions and 34 closed out — a net gain of 5 holders — while 295 added to existing stakes and 198 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $107M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 649 institutional investors held PPL Corp (PPL) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $15.2B of PPL Corp stock for Q3 2014, down 8.2% quarter-over-quarter.
  • 39 funds opened new PPL Corp positions in Q3 2014 and 34 closed out, a net change of +5 holders.
  • The largest PPL Corp buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $107M added.
  • The largest PPL Corp seller in Q3 2014 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2014.