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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
LA
551
Legacy Advisors
Pennsylvania
$214K -$2.62K -95 -1%
LWA
552
Lowe Wealth Advisors
Maryland
$214K
OIA
553
OneDigital Investment Advisors
Kansas
$213K -$13.4K -486 -6%
SF
554
Slagle Financial
Illinois
$212K +$221K +8,013 New
QCM
555
Qsemble Capital Management
New York
$212K +$221K +8,000 New
FIA
556
FNY Investment Advisers
New York
$211K
IF
557
Intrua Financial
Texas
$211K +$220K +7,972 New
BFS
558
Bard Financial Services
Connecticut
$211K
IWA
559
IVC Wealth Advisors
Pennsylvania
$208K +$11K +400 +5%
PSFG
560
Prairie Sky Financial Group
Illinois
$206K +$215K +7,784 New
CAG
561
Csenge Advisory Group
Florida
$206K -$3.45K -125 -2%
WMA
562
Wealth Management Associates
New Jersey
$204K -$2.62K -95 -1%
MNBTD
563
Moody National Bank Trust Division
Texas
$204K +$212K +7,694 New
Man Group
564
Man Group
United Kingdom
$203K +$211K +7,661 New
MAS
565
Meeder Advisory Services
Ohio
$203K +$8.49K +308 +4%
HP
566
Hyperion Partners
Pennsylvania
$201K +$83 +3 +0%
TPWM
567
Twelve Points Wealth Management
Massachusetts
$200K +$208K +7,559 New
FNBOSM
568
First National Bank of South Miami
Florida
$195K -$23.2K -842 -10%
GRP
569
Global Retirement Partners
California
$184K -$579 -21 -0.3%
SS
570
Sunbelt Securities
Texas
$176K +$717 +26 +0.4%
BAMF
571
BI Asset Management Fondsmaeglerselskab
Denmark
$173K -$31.1K -1,126 -15%
CT
572
Caldwell Trust
Florida
$171K -$4.83K -175 -3%
SWM
573
Spire Wealth Management
Virginia
$169K -$2.79K -101 -2%
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$163K -$492K -17,859 -74%
CCP
575
Carmel Capital Partners
California
$160K +$15K +543 +10%

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.