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PPL

PPL Corp

773 hedge funds and large institutions have $15.2B invested in PPL Corp in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $125M | Put options by funds: $69.3M

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

0% more funds holding

Funds holding: 773773 (0)

2% less capital invested

Capital invested by funds: $15.5B → $15.2B (-$338M)

2.92% less ownership

Funds ownership: 77.65%74.73% (-2.9%)

18% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 312

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
773
Holders Change
Holders Change %
0%
% of All Funds
11.14%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
79
Increased
257
Reduced
312
Closed
73
Calls
$125M
Puts
$69.3M
Net Calls
+$55.8M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
401
Baird Financial Group
Wisconsin
$494K -$2.48K -93 -0.5%
NIM
402
NEOS Investment Management
Connecticut
$491K +$195K +7,344 +70%
DAS
403
Dynamic Advisor Solutions
Arizona
$485K +$39.7K +1,493 +9%
FNBTCON
404
First National Bank & Trust Co of Newtown
Pennsylvania
$482K
AA
405
ALPS Advisors
Colorado
$477K +$461K +17,320 New
PA
406
Procyon Advisors
Connecticut
$475K -$22.1K -829 -5%
WJWM
407
Williams Jones Wealth Management
New York
$467K
GIA
408
Gladstone Institutional Advisory
Florida
$462K +$33.2K +1,248 +8%
NHC
409
Nicholas Hoffman & Company
Georgia
$456K +$80 +3 +0%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$438K
CWA
411
Clearview Wealth Advisors
Oregon
$432K -$9.74K -366 -2%
FWM
412
Forza Wealth Management
Florida
$431K
PAS
413
Park Avenue Securities
New York
$419K -$14.3K -538 -3%
CWS
414
Confluence Wealth Services
Pennsylvania
$417K -$44.7K -1,681 -10%
SPIS
415
Steward Partners Investment Solutions
Oregon
$406K +$1.25K +47 +0.3%
Focus Partners Wealth
416
Focus Partners Wealth
Massachusetts
$406K +$52.9K +1,987 +16%
CCA
417
Cobblestone Capital Advisors
New York
$399K
SCA
418
Snowden Capital Advisors
New York
$399K +$124K +4,653 +48%
MC
419
Moors & Cabot
Massachusetts
$398K +$16.2K +609 +4%
GWMR
420
GC Wealth Management RIA
Massachusetts
$397K -$10.2K -383 -3%
GT
421
Greenleaf Trust
Michigan
$396K -$2.24K -84 -0.6%
IC
422
IEQ Capital
California
$390K +$39.5K +1,483 +12%
RWA
423
River Wealth Advisors
Pennsylvania
$387K -$241K -9,041 -39%
SFG
424
SevenBridge Financial Group
Pennsylvania
$386K
SFS
425
Sowell Financial Services
Arkansas
$383K -$477K -17,918 -57%

PPL Hedge Fund Activity: Q1 2024 in Review

773 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2024, worth a combined $15.2B — down 2.2% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PPL positions and 73 closed out — a net gain of 6 holders — while 257 added to existing stakes and 312 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $327M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $355M sold.

  • 773 institutional investors held PPL Corp (PPL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $15.2B of PPL Corp stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 79 funds opened new PPL Corp positions in Q1 2024 and 73 closed out, a net change of +6 holders.
  • The largest PPL Corp buyer in Q1 2024 was Wellington Management Group, an estimated $327M added.
  • The largest PPL Corp seller in Q1 2024 was Lazard Asset Management, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2024.