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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
Cerity Partners
401
Cerity Partners
New York
$505K +$471K +18,590 New
SFI
402
Siemens Fonds Invest
Germany
$491K -$176K -6,948 -28%
PA
403
Procyon Advisors
Connecticut
$490K -$30K -1,183 -6%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$489K -$98.7K -3,891 -18%
HR
405
Howe & Rusling
New York
$487K +$38K +1,500 +9%
AI
406
Atom Investors
Texas
$482K -$135K -5,322 -23%
FNBTCON
407
First National Bank & Trust Co of Newtown
Pennsylvania
$475K -$21.7K -856 -5%
CAM
408
Creekmur Asset Management
Illinois
$473K +$442K +17,444 New
VSQM
409
V-Square Quantitative Management
Illinois
$470K +$240K +9,471 +120%
IMCOOI
410
Investment Management Corp of Ontario (IMCO)
Canada
$465K +$435K +17,171 New
WJWM
411
Williams Jones Wealth Management
New York
$459K +$13.2K +520 +3%
SP
412
Systematic Portfolios
New York
$458K +$429K +16,908 New
PTC
413
Philadelphia Trust Company
Pennsylvania
$457K +$10.1K +400 +2%
CWS
414
Confluence Wealth Services
Pennsylvania
$456K -$157K -6,203 -27%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$456K +$426K +16,810 New
USAA
416
United Services Automobile Association
Texas
$455K
CFS
417
CRA Financial Services
New Jersey
$454K -$203K -8,000 -32%
CA
418
Cetera Advisors
Colorado
$453K +$54K +2,130 +15%
NHC
419
Nicholas Hoffman & Company
Georgia
$449K -$23.3K -917 -5%
GM
420
GeoWealth Management
Illinois
$449K +$418K +16,489 +27,031%
DAS
421
Dynamic Advisor Solutions
Arizona
$447K +$39.1K +1,541 +11%
CWA
422
Clearview Wealth Advisors
Oregon
$435K +$145K +5,713 +55%
I
423
InceptionR
California
$435K -$148K -5,838 -27%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$431K +$84.2K +3,318 +26%
PAS
425
Park Avenue Securities
New York
$427K +$78.5K +3,095 +24%

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.