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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
WS
451
Wedbush Securities
California
$355K -$81.9K -3,231 -20%
AAS
452
Asset Allocation Strategies
Michigan
$355K +$3.8K +150 +1%
PRI
453
Prepared Retirement Institute
Pennsylvania
$354K +$331K +13,045 New
EIA
454
Edgemoor Investment Advisors
Maryland
$351K -$20.8K -820 -6%
HTC
455
Haverford Trust Company
Pennsylvania
$351K
MWP
456
MYCIO Wealth Partners
Pennsylvania
$350K +$2.33K +92 +0.7%
SFA
457
Sequoia Financial Advisors
Ohio
$349K +$327K +12,890 New
Focus Partners Wealth
458
Focus Partners Wealth
Massachusetts
$346K +$323K +12,755 New
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$60.4K -2,380 -16%
IC
460
IEQ Capital
California
$344K -$79.2K -3,124 -20%
AWS
461
Atria Wealth Solutions
New York
$344K -$10.8K -427 -3%
CBFP
462
Cedar Brook Financial Partners
Ohio
$343K +$2.44K +96 +0.8%
PS
463
Principal Securities
Iowa
$339K +$317K +12,498 New
ASN
464
Advisory Services Network
Georgia
$337K -$795K -31,337 -72%
WA
465
WealthTrust Axiom
Pennsylvania
$329K +$29.7K +1,170 +11%
MG
466
Mather Group
Illinois
$325K +$24.2K +955 +9%
KWA
467
Kingswood Wealth Advisors
California
$324K -$359K -14,137 -54%
MFG
468
Merit Financial Group
Georgia
$315K +$43.2K +1,703 +17%
LNB
469
Ledyard National Bank
$314K -$11.4K -450 -4%
HH
470
Hilltop Holdings
Texas
$313K -$44.6K -1,758 -13%
AFG
471
Allegheny Financial Group
Pennsylvania
$312K +$20.4K +804 +7%
UCFA
472
United Capital Financial Advisors
Texas
$311K +$292K +11,494 New
FTDI
473
First Trust Direct Indexing
Massachusetts
$309K +$27.3K +1,078 +10%
EWA
474
EP Wealth Advisors
California
$308K +$26.2K +1,033 +10%
TFA
475
Transamerica Financial Advisors
Florida
$307K -$72.1K -2,841 -20%

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.