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PPL

PPL Corp

772 hedge funds and large institutions have $14.2B invested in PPL Corp in 2023 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 313 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $108M | Put options by funds: $96.5M

2.28% less ownership

Funds ownership: 74.79%72.51% (-2.3%)

4% less funds holding

Funds holding: 801772 (-29)

8% less capital invested

Capital invested by funds: $15.3B → $14.2B (-$1.15B)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 313

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

Holders
772
Holders Change
-29
Holders Change %
-3.62%
% of All Funds
12.12%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
63
Increased
261
Reduced
313
Closed
88
Calls
$108M
Puts
$96.5M
Net Calls
+$11.2M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
476
MYCIO Wealth Partners
Pennsylvania
$339K
CFG
477
Cooper Financial Group
California
$334K +$27.1K +982 +8%
BMSSC
478
B. Metzler seel. Sohn & Co
Germany
$333K
RIA
479
Realta Investment Advisors
Delaware
$329K +$23.9K +867 +7%
KMWM
480
Keudell/Morrison Wealth Management
Oregon
$319K -$52K -1,884 -13%
DAS
481
Dynamic Advisor Solutions
Arizona
$319K -$16.6K -603 -5%
LNB
482
Ledyard National Bank
$319K
MG
483
Mather Group
Illinois
$312K +$4.47K +162 +1%
AWS
484
Atria Wealth Solutions
New York
$310K -$63.8K -2,313 -17%
V
485
Veritable
Delaware
$309K -$8.52K -309 -3%
WA
486
WealthTrust Axiom
Pennsylvania
$308K +$193 +7 +0.1%
WP
487
WealthShield Partners
North Carolina
$308K -$1.16K -42 -0.4%
SP
488
Symmetry Partners
Connecticut
$307K
MWM
489
Modera Wealth Management
New Jersey
$300K +$313K +11,335 New
WI
490
WrapManager Inc
California
$296K -$24.4K -885 -7%
UF
491
Univest Financial
Pennsylvania
$295K
HVIA
492
Hudson Valley Investment Advisors
New York
$293K -$117K -4,245 -28%
CWA
493
Clearview Wealth Advisors
Oregon
$293K -$4.5K -163 -1%
CWA
494
Centennial Wealth Advisory
Michigan
$292K +$11.4K +412 +4%
CAM
495
Campion Asset Management
Virginia
$291K +$6.62K +240 +2%
CCMG
496
Clark Capital Management Group
Pennsylvania
$290K -$12.5K -453 -4%
AG
497
Ascent Group
Virginia
$289K -$7.86K -285 -3%
Aviva
498
Aviva
United Kingdom
$288K
HAIM
499
Hunter Associates Investment Management
Pennsylvania
$287K -$41.1K -1,491 -12%
EFMC
500
Empire Financial Management Company
New York
$284K

PPL Hedge Fund Activity: Q2 2023 in Review

772 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q2 2023, worth a combined $14.2B — down 7.5% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PPL and 63 opened new positions — a net loss of 25 holders — while 313 trimmed existing stakes and 261 added.

The largest buyer was BlackRock, adding an estimated $256M. The largest seller was UBS Group, cutting an estimated $245M.

  • 772 institutional investors held PPL Corp (PPL) as of Q2 2023, down from 801 in Q1 2023.
  • Funds reported $14.2B of PPL Corp stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 63 funds opened new PPL Corp positions in Q2 2023 and 88 closed out, a net change of -25 holders.
  • The largest PPL Corp buyer in Q2 2023 was BlackRock, an estimated $256M added.
  • The largest PPL Corp seller in Q2 2023 was UBS Group, an estimated $245M sold.

Based on aggregated 13F filings for Q2 2023.