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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
RIA
526
Realta Investment Advisors
Delaware
$239K -$91.9K -3,622 -29%
WI
527
WrapManager Inc
California
$238K -$27.7K -1,094 -11%
WI
528
Wintrust Investments
Illinois
$236K -$602K -23,751 -73%
EWA
529
Emergent Wealth Advisors
New York
$236K +$221K +8,700 New
IWC
530
Integrated Wealth Concepts
Massachusetts
$235K -$261K -10,277 -54%
JWCA
531
J.W. Cole Advisors
Florida
$234K +$219K +8,651 New
TWC
532
TD Waterhouse Canada
Ontario, Canada
$231K +$81.9K +3,228 +96%
FFA
533
Fragasso Financial Advisors
Pennsylvania
$230K -$4.89K -193 -2%
VA
534
Vident Advisory
Georgia
$228K -$31.3K -1,234 -13%
FA
535
Faithward Advisors
Pennsylvania
$225K +$913 +36 +0.4%
TCM
536
Teza Capital Management
Illinois
$223K +$209K +8,224 New
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$222K +$10.7K +421 +5%
RMC
538
Resources Management Corp
Connecticut
$220K -$141K -5,566 -41%
LWA
539
Lowe Wealth Advisors
Maryland
$219K
JCM
540
Janney Capital Management
Pennsylvania
$219K -$21.8K -859 -10%
MAS
541
Meeder Advisory Services
Ohio
$216K +$202K +7,974 New
CCM
542
Coldstream Capital Management
Washington
$216K +$202K +7,967 New
AWM
543
Apollon Wealth Management
South Carolina
$214K +$200K +7,901 New
MBFW
544
Morton Brown Family Wealth
Pennsylvania
$213K +$190K +7,481 +1,969%
AWM
545
AAF Wealth Management
Massachusetts
$211K +$198K +7,803 New
MW
546
Marcum Wealth
Ohio
$211K -$33.5K -1,319 -14%
CI
547
Cigna Investments
Connecticut
$211K +$197K +7,766 New
SEP
548
Southland Equity Partners
Missouri
$211K +$197K +7,770 New
CAM
549
Cidel Asset Management
Ontario, Canada
$210K +$197K +7,764 New
CPIG
550
Chicago Partners Investment Group
Illinois
$210K -$12.1K -476 -5%

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.