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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
HTC
476
Haverford Trust Company
Pennsylvania
$305K -$12.9K -500 -4%
AAS
477
Asset Allocation Strategies
Michigan
$305K
MWP
478
MYCIO Wealth Partners
Pennsylvania
$302K
PAS
479
Park Avenue Securities
New York
$298K -$39.4K -1,522 -11%
CBFP
480
Cedar Brook Financial Partners
Ohio
$297K -$18.6K -718 -5%
BMSSC
481
B. Metzler seel. Sohn & Co
Germany
$296K
BPA
482
Beacon Pointe Advisors
California
$296K +$85.9K +3,321 +36%
IAS
483
Investment Advisory Services
Texas
$295K -$147K -5,686 -31%
AG
484
Ascent Group
Virginia
$293K +$13.9K +536 +5%
HBW
485
Hazlett, Burt & Watson
West Virginia
$287K -$22.3K -863 -7%
Bessemer Group
486
Bessemer Group
New Jersey
$285K -$47.3K -1,830 -13%
LNB
487
Ledyard National Bank
$284K
KFGK
488
Keystone Financial Group (Kentucky)
Kentucky
$283K -$66.3K -2,564 -18%
WP
489
WealthShield Partners
North Carolina
$274K +$181 +7 +0.1%
KMWM
490
Keudell/Morrison Wealth Management
Oregon
$270K -$15.5K -600 -5%
MWM
491
Modera Wealth Management
New Jersey
$266K -$776 -30 -0.3%
UF
492
Univest Financial
Pennsylvania
$263K
MG
493
Mather Group
Illinois
$260K -$19.9K -768 -7%
CAM
494
Campion Asset Management
Virginia
$259K
WA
495
WealthTrust Axiom
Pennsylvania
$259K -$17.5K -678 -6%
Aviva
496
Aviva
United Kingdom
$256K
EFMC
497
Empire Financial Management Company
New York
$253K
AFG
498
Allegheny Financial Group
Pennsylvania
$253K +$11.6K +449 +4%
SW
499
SlateStone Wealth
Florida
$251K +$11.4K +442 +4%
MYAM
500
Meiji Yasuda Asset Management
Japan
$250K +$17.6K +680 +7%

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.