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PPL

PPL Corp

705 hedge funds and large institutions have $17.3B invested in PPL Corp in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $88.6M | Put options by funds: $26.3M

131% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 42

12% more capital invested

Capital invested by funds: $15.4B → $17.3B (+$1.88B)

7% more funds holding

Funds holding: 657705 (+48)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

0.8% more ownership

Funds ownership: 70.46%71.26% (+0.8%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
705
Holders Change
+48
Holders Change %
+7.31%
% of All Funds
18.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
97
Increased
258
Reduced
242
Closed
42
Calls
$88.6M
Puts
$26.3M
Net Calls
+$62.3M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$108M +3,203,883 +8%
ACM
2
Americafirst Capital Management
California
$1.07B +$1.06M +31,481 New
State Street
3
State Street
Massachusetts
$1.06B -$21.1M -626,286 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$764M +$4.07M +120,614 +0.5%
Bank of America
5
Bank of America
North Carolina
$679M +$31.2M +926,125 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$628M +$379M +11,253,076 +158%
BIT
7
BlackRock Institutional Trust
California
$587M -$3.41M -101,140 -0.6%
BFA
8
BlackRock Fund Advisors
California
$500M +$23.4M +694,086 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$440M +$6.43M +190,687 +2%
EIP
10
Epoch Investment Partners
New York
$407M +$117M +3,463,785 +41%
Federated Hermes
11
Federated Hermes
Pennsylvania
$401M -$6.73M -199,673 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$384M -$29.4M -872,721 -7%
Millennium Management
13
Millennium Management
New York
$362M -$24.3M -721,360 -6%
Franklin Resources
14
Franklin Resources
California
$362M -$210M -6,241,632 -37%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$351M +$68.9M +2,043,467 +25%
AllianceBernstein
16
AllianceBernstein
Tennessee
$333M +$221M +6,552,251 +205%
Invesco
17
Invesco
Georgia
$310M +$13.4M +396,869 +5%
Northern Trust
18
Northern Trust
Illinois
$252M -$18.6M -550,886 -7%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$215M +$8.76M +259,778 +4%
BG
20
BlackRock Group
United Kingdom
$198M +$2.43M +72,077 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$197M +$1.9M +56,329 +1%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$185M +$18.8M +557,315 +11%
Prudential Financial
23
Prudential Financial
New Jersey
$178M +$7.36M +218,300 +4%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$173M -$83.7M -2,482,841 -33%
Legal & General Group
25
Legal & General Group
United Kingdom
$162M +$1.09M +32,283 +0.7%

PPL Hedge Fund Activity: Q4 2015 in Review

705 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2015, worth a combined $17.3B — up 12% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PPL positions and 42 closed out — a net gain of 55 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $379M. The largest seller was Franklin Resources, cutting an estimated $210M.

  • 705 institutional investors held PPL Corp (PPL) as of Q4 2015, up from 657 in Q3 2015.
  • Funds reported $17.3B of PPL Corp stock for Q4 2015, up 12% quarter-over-quarter.
  • 97 funds opened new PPL Corp positions in Q4 2015 and 42 closed out, a net change of +55 holders.
  • The largest PPL Corp buyer in Q4 2015 was JP Morgan Chase, an estimated $379M added.
  • The largest PPL Corp seller in Q4 2015 was Franklin Resources, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2015.