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PPL

PPL Corp

748 hedge funds and large institutions have $12.8B invested in PPL Corp in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 230 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $97.9M | Put options by funds: $74.1M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.16% more ownership

Funds ownership: 72.51%73.67% (+1.2%)

3% less funds holding

Funds holding: 772748 (-24)

10% less capital invested

Capital invested by funds: $14.2B → $12.8B (-$1.37B)

11% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 88

29% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 326

Holders
748
Holders Change
-24
Holders Change %
-3.11%
% of All Funds
11.87%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
78
Increased
230
Reduced
326
Closed
88
Calls
$97.9M
Puts
$74.1M
Net Calls
+$23.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
426
Integrated Wealth Concepts
Massachusetts
$446K +$50.2K +1,940 +11%
MA
427
MKT Advisors
California
$445K -$1.45K -56 -0.3%
PVI
428
Pine Valley Investments
New Jersey
$438K +$481K +18,604 New
FNBTCON
429
First National Bank & Trust Co of Newtown
Pennsylvania
$433K
IAA
430
Independent Advisor Alliance
North Carolina
$430K -$38.8K -1,499 -8%
CG
431
Colony Group
Massachusetts
$413K +$5.59K +216 +1%
NHC
432
Nicholas Hoffman & Company
Georgia
$412K -$7.83K -303 -2%
SFS
433
Sowell Financial Services
Arkansas
$396K -$333K -12,865 -44%
USAA
434
United Services Automobile Association
Texas
$395K
HR
435
Howe & Rusling
New York
$388K -$38.8K -1,500 -8%
PTC
436
Philadelphia Trust Company
Pennsylvania
$388K -$342K -13,207 -45%
WJWM
437
Williams Jones Wealth Management
New York
$387K
WS
438
Wedbush Securities
California
$385K -$62.8K -2,428 -13%
SWM
439
SeaCrest Wealth Management
New York
$375K -$47.7K -1,845 -10%
RFC
440
Regions Financial Corp
Alabama
$373K -$28.7K -1,111 -7%
IC
441
IEQ Capital
California
$372K +$149K +5,755 +57%
SPC
442
Sigma Planning Corp
Michigan
$372K -$119K -4,609 -23%
FWM
443
Forza Wealth Management
Florida
$369K
VI
444
Versor Investments
New York
$363K +$398K +15,396 New
GLA
445
Good Life Advisors
Pennsylvania
$359K -$12.3K -474 -3%
GVAG
446
Great Valley Advisor Group
Delaware
$357K -$429K -16,602 -52%
MSA
447
Marino Stram & Associates
Massachusetts
$356K +$7.01K +271 +2%
PWMAG
448
Pinnacle Wealth Management Advisory Group
New Jersey
$356K +$10.6K +409 +3%
SC
449
Scotia Capital
Ontario, Canada
$353K -$83.9K -3,244 -18%
CFAM
450
Center For Asset Management
Florida
$353K +$18.2K +702 +5%

PPL Hedge Fund Activity: Q3 2023 in Review

748 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q3 2023, worth a combined $12.8B — down 9.7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PPL and 78 opened new positions — a net loss of 10 holders — while 326 trimmed existing stakes and 230 added.

The largest buyer was Lazard Asset Management, adding an estimated $301M. The largest seller was Millennium Management, cutting an estimated $94.2M.

  • 748 institutional investors held PPL Corp (PPL) as of Q3 2023, down from 772 in Q2 2023.
  • Funds reported $12.8B of PPL Corp stock for Q3 2023, down 9.7% quarter-over-quarter.
  • 78 funds opened new PPL Corp positions in Q3 2023 and 88 closed out, a net change of -10 holders.
  • The largest PPL Corp buyer in Q3 2023 was Lazard Asset Management, an estimated $301M added.
  • The largest PPL Corp seller in Q3 2023 was Millennium Management, an estimated $94.2M sold.

Based on aggregated 13F filings for Q3 2023.