We are live on ! Find out more
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
RWM
501
RKL Wealth Management
Pennsylvania
$277K +$259K +10,212 New
AA
502
Aufman Associates
Pennsylvania
$276K -$2.36K -93 -0.9%
MYAM
503
Meiji Yasuda Asset Management
Japan
$273K -$13.2K -520 -5%
KMWM
504
Keudell/Morrison Wealth Management
Oregon
$271K -$37.1K -1,462 -13%
HAG
505
HighPoint Advisor Group
Illinois
$266K +$250K +9,838 New
UB
506
UMB Bank
Missouri
$265K
IF
507
Intrua Financial
Texas
$265K +$6.9K +272 +3%
SP
508
Symmetry Partners
Connecticut
$264K +$246K +9,715 New
WP
509
WealthShield Partners
North Carolina
$263K -$48.6K -1,915 -17%
SCA
510
Snowden Capital Advisors
New York
$263K +$246K +9,693 New
VFA
511
Valeo Financial Advisors
Indiana
$261K +$244K +9,638 New
TPWM
512
Twelve Points Wealth Management
Massachusetts
$259K +$16.1K +633 +7%
IB
513
Intrust Bank
Kansas
$258K -$5.15K -203 -2%
Artisan Partners
514
Artisan Partners
Wisconsin
$257K
VHAM
515
Van Hulzen Asset Management
California
$257K
William Blair & Company
516
William Blair & Company
Illinois
$255K +$812 +32 +0.3%
FI
517
Financial Insights
Washington
$255K
BCI
518
Brinker Capital Investments
Pennsylvania
$253K +$2.26K +89 +1%
OPS
519
Orion Portfolio Solutions
Nebraska
$253K +$2.26K +89 +1%
IAS
520
Investment Advisory Services
Texas
$252K -$81.3K -3,205 -26%
PDL
521
Portfolio Design Labs
California
$251K +$235K +9,249 New
TIAA Trust, National Association
522
TIAA Trust, National Association
North Carolina
$250K +$234K +9,227 New
GSB
523
Greenfield Savings Bank
Massachusetts
$246K -$6.21K -245 -3%
LA
524
Legacy Advisors
Pennsylvania
$243K -$14.3K -562 -6%
NRS
525
Neville Rodie & Shaw
New York
$241K

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.