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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B +$56.2M +1,720,763 +5%
State Street
2
State Street
Massachusetts
$1.24B +$90.1M +2,755,971 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$934M +$37.7M +1,152,320 +4%
BIT
4
BlackRock Institutional Trust
California
$633M +$711K +21,761 +0.1%
Franklin Resources
5
Franklin Resources
California
$594M -$307M -9,394,460 -35%
BFA
6
BlackRock Fund Advisors
California
$565M +$70.3M +2,150,873 +15%
Federated Hermes
7
Federated Hermes
Pennsylvania
$440M +$3.57M +109,315 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$430M +$32M +979,601 +8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$429M +$35.6M +1,090,289 +9%
Invesco
10
Invesco
Georgia
$326M -$194M -5,945,063 -38%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$306M +$10.4M +318,555 +4%
Northern Trust
12
Northern Trust
Illinois
$285M +$2.49M +76,234 +0.9%
EIP
13
Epoch Investment Partners
New York
$281M +$3.1M +94,843 +1%
PIM
14
Perkins Investment Management
Illinois
$266M +$8.37M +256,237 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$265M +$205M +6,260,645 +400%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$239M -$12.9M -394,782 -5%
Bank of America
17
Bank of America
North Carolina
$223M -$174M -5,325,022 -45%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$217M +$11M +336,949 +6%
BG
19
BlackRock Group
United Kingdom
$211M -$7.75M -237,232 -4%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$207M -$144M -4,403,131 -42%
MAA
21
Managed Account Advisors
New Jersey
$184M +$57.2M +1,751,575 +47%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$183M +$6.34M +193,953 +4%
Millennium Management
23
Millennium Management
New York
$178M -$67M -2,049,110 -28%
Prudential Financial
24
Prudential Financial
New Jersey
$172M +$31.6M +966,180 +23%
Principal Financial Group
25
Principal Financial Group
Iowa
$172M +$119M +3,650,925 +255%
1
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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.