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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
CVA
26
Ceredex Value Advisors
Florida
$114M -$14.7M -579,915 -12%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$109M +$102M +4,014,707 New
Bank of America
28
Bank of America
North Carolina
$109M -$8.14M -320,930 -7%
EIP
29
Energy Income Partners
Connecticut
$105M +$15.7M +617,149 +19%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$101M +$40.2M +1,583,200 +74%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$98.8M +$67.5M +2,661,236 +270%
Jennison Associates
32
Jennison Associates
New York
$93.8M +$27M +1,066,268 +45%
JP Morgan Chase
33
JP Morgan Chase
New York
$93.7M +$9.92K +391 +0%
WHRC
34
W.H. Reaves & Co
New Jersey
$89.9M -$1.83M -72,208 -2%
ClearBridge Investments
35
ClearBridge Investments
New York
$84.8M +$56M +2,208,081 +240%
CIA
36
ClearBridge Investments (Australia)
Australia
$68.5M -$41.3M -1,626,658 -39%
CCM
37
Cullen Capital Management
New York
$66.8M -$6.42M -253,309 -9%
Macquarie Group
38
Macquarie Group
Australia
$65.4M -$412K -16,229 -0.7%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$65.2M +$26.1M +1,027,720 +74%
Wells Fargo
40
Wells Fargo
California
$63.2M +$2.18M +85,983 +4%
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$62.7M -$10.8M -427,633 -16%
Swiss National Bank
42
Swiss National Bank
Switzerland
$62.5M -$1.67M -65,800 -3%
Millennium Management
43
Millennium Management
New York
$61.8M +$52.8M +2,082,537 +1,050%
UBS AM
44
UBS AM
Illinois
$61.6M +$920K +36,260 +2%
Barclays
45
Barclays
United Kingdom
$59M -$7.26M -286,338 -12%
Citadel Advisors
46
Citadel Advisors
Florida
$58.1M -$62M -2,446,312 -53%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$57.8M -$522K -20,590 -1%
BC
48
Brookfield Corp
Ontario, Canada
$57.6M +$10M +394,453 +23%
SCP
49
Soroban Capital Partners
New York
$56.8M +$53.1M +2,095,602 New
Goldman Sachs
50
Goldman Sachs
New York
$56.7M -$22.4M -883,335 -30%

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.