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PPL

PPL Corp

773 hedge funds and large institutions have $15.5B invested in PPL Corp in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 224 increasing their positions, 334 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

34% more call options, than puts

Call options by funds: $121M | Put options by funds: $90.4M

21% more capital invested

Capital invested by funds: $12.8B → $15.5B (+$2.73B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3.98% more ownership

Funds ownership: 73.67%77.65% (+4%)

3% more funds holding

Funds holding: 748773 (+25)

33% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 334

Holders
773
Holders Change
+25
Holders Change %
+3.34%
% of All Funds
11.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
102
Increased
224
Reduced
334
Closed
68
Calls
$121M
Puts
$90.4M
Net Calls
+$30.9M
Net Calls Change
+$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
301
Affinity Investment Advisors
California
$1.09M -$227K -8,956 -18%
AI
302
Atria Investments
North Carolina
$1.08M +$1.01M +39,816 New
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$1.07M -$222K -8,766 -18%
TWP
304
Tower Wealth Partners
Pennsylvania
$1.06M -$31.7K -1,250 -3%
BRWA
305
B. Riley Wealth Advisors
Florida
$1.05M -$161K -6,331 -14%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$1.04M
CCC
307
Chelsea Counsel Company
California
$1.04M
CGH
308
Crossmark Global Holdings
Texas
$1.03M
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$1M -$8.75K -345 -0.9%
BBVA
310
Banco Bilbao Vizcaya Argentaria
Spain
$1M +$19.7K +775 +2%
SIAP
311
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1,000K -$1.77M -69,655 -65%
NA
312
NewEdge Advisors
Louisiana
$987K +$37.9K +1,495 +4%
BFG
313
Bleakley Financial Group
New Jersey
$986K -$22.8K -900 -2%
SS
314
Simplicity Solutions
Minnesota
$986K -$22.8K -900 -2%
TI
315
Tidal Investments
Wisconsin
$977K +$63.3K +2,494 +7%
APF
316
Alaska Permanent Fund
Alaska
$949K -$232K -9,131 -21%
AAS
317
Avantax Advisory Services
Texas
$947K -$283K -11,172 -24%
RCM
318
Raleigh Capital Management
North Carolina
$926K -$23.6K -929 -3%
HSA
319
HBK Sorce Advisory
Pennsylvania
$918K +$7.91K +312 +0.9%
MFG
320
MTM Financial Group
Pennsylvania
$918K -$2.81K -111 -0.3%
RFM
321
Royal Fund Management
Florida
$917K +$51.5K +2,032 +6%
QCM
322
QRG Capital Management
Illinois
$909K +$135K +5,334 +19%
LFAS
323
Level Four Advisory Services
Texas
$902K -$31.7K -1,250 -4%
FCB
324
First County Bank
Connecticut
$902K -$83.6K -3,295 -9%
KWM
325
Kingsview Wealth Management
Oregon
$898K +$64K +2,525 +8%

PPL Hedge Fund Activity: Q4 2023 in Review

773 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q4 2023, worth a combined $15.5B — up 21% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PPL positions and 68 closed out — a net gain of 34 holders — while 224 added to existing stakes and 334 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $534M. The largest seller was Zimmer Partners, cutting an estimated $213M.

  • 773 institutional investors held PPL Corp (PPL) as of Q4 2023, up from 748 in Q3 2023.
  • Funds reported $15.5B of PPL Corp stock for Q4 2023, up 21% quarter-over-quarter.
  • 102 funds opened new PPL Corp positions in Q4 2023 and 68 closed out, a net change of +34 holders.
  • The largest PPL Corp buyer in Q4 2023 was Wellington Management Group, an estimated $534M added.
  • The largest PPL Corp seller in Q4 2023 was Zimmer Partners, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2023.