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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
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$891K -$870K -34,303 -51%
SFS
327
Sowell Financial Services
Arkansas
$867K +$383K +15,083 +91%
SPIA
328
Steward Partners Investment Advisory
New York
$865K -$39.2K -1,547 -5%
SDIC
329
South Dakota Investment Council
South Dakota
$847K
IIM
330
INTECH Investment Management
Florida
$833K
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$831K -$8.52K -336 -1%
OTL
332
Oak Thistle LLC
New York
$823K -$460K -18,135 -37%
BCM
333
Brasada Capital Management
Texas
$822K -$579K -22,846 -43%
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$813K -$12.5K -493 -2%
SACTSONJ
335
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$813K
RC
336
Resolution Capital
Australia
$810K -$328K -12,920 -30%
PA
337
Profund Advisors
Maryland
$808K -$19.6K -772 -3%
FDDB
338
Fidelity D&D Bancorp
Pennsylvania
$807K -$227K -8,937 -23%
BAM
339
Byrne Asset Management
New Jersey
$798K -$38.5K -1,520 -5%
QWM
340
Quadcap Wealth Management
Texas
$776K +$726K +28,634 New
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$769K +$717K +28,290 New
ZIG
342
Zullo Investment Group
Pennsylvania
$768K +$431 +17 +0.1%
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$762K -$140K -5,521 -16%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$754K -$42K -1,657 -6%
HI
345
Hudock Inc
Pennsylvania
$749K -$132K -5,186 -16%
RB
346
Rodgers Brothers
Pennsylvania
$745K -$13.7K -542 -2%
PFSC
347
Peoples Financial Services Corp
Pennsylvania
$737K
D.E. Shaw & Co
348
D.E. Shaw & Co
New York
$727K -$78.2K -3,082 -10%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$727K -$6.51M -256,811 -91%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$723K -$236K -9,320 -26%

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.