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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
FWM
426
Forza Wealth Management
Florida
$424K
GIA
427
Gladstone Institutional Advisory
Florida
$421K -$330K -13,006 -46%
MSA
428
Marino Stram & Associates
Massachusetts
$420K +$9.54K +376 +2%
GIA
429
Gateway Investment Advisers
Ohio
$408K +$48.8K +1,925 +15%
CC
430
Cipher Capital
New York
$408K +$381K +15,040 New
Nomura Holdings
431
Nomura Holdings
Japan
$403K +$377K +14,858 New
GWMR
432
GC Wealth Management RIA
Massachusetts
$401K +$375K +14,788 New
GBT
433
Grove Bank & Trust
Florida
$399K -$118K -4,656 -24%
SPIS
434
Steward Partners Investment Solutions
Oregon
$399K +$373K +14,712 New
CCA
435
Cobblestone Capital Advisors
New York
$393K
GT
436
Greenleaf Trust
Michigan
$393K +$110K +4,348 +43%
GLA
437
Good Life Advisors
Pennsylvania
$388K -$24.1K -950 -6%
SC
438
Scotia Capital
Ontario, Canada
$384K -$20.1K -794 -5%
SWM
439
SeaCrest Wealth Management
New York
$384K -$53K -2,089 -13%
GVAG
440
Great Valley Advisor Group
Delaware
$383K -$25.5K -1,007 -7%
BFA
441
Bill Few Associates
Pennsylvania
$382K -$9.74K -384 -3%
ECM
442
Everence Capital Management
Indiana
$379K +$27.9K +1,100 +9%
MC
443
Moors & Cabot
Massachusetts
$376K -$3.96K -156 -1%
SFG
444
SevenBridge Financial Group
Pennsylvania
$372K
CFG
445
Compton Financial Group
Maryland
$364K +$355 +14 +0.1%
PPC
446
Park Place Capital
Alabama
$363K -$16.8K -664 -5%
PT
447
Plimoth Trust
Massachusetts
$360K -$15.2K -600 -4%
Bessemer Group
448
Bessemer Group
New Jersey
$359K +$29.1K +1,148 +9%
AIA
449
AIMZ Investment Advisors
California
$359K -$888 -35 -0.3%
TBA
450
Tower Bridge Advisors
Pennsylvania
$358K -$13.3K -524 -4%

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.