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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
FWM
626
Focused Wealth Management
New York
$38.6K
CWM
627
Compass Wealth Management
Connecticut
$37.9K
HPC
628
HM Payson & Co
Maine
$37.5K -$7.61K -300 -18%
ME
629
McIlrath & Eck
Washington
$37.2K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$37.2K +$20.2K +797 +139%
HCP
631
Hexagon Capital Partners
Arkansas
$35.8K +$6.9K +272 +26%
AIM
632
Anchor Investment Management
South Carolina
$35.2K
GEA
633
Glen Eagle Advisors
New Jersey
$33.8K +$25 +1 +0.1%
JWA
634
JFS Wealth Advisors
Pennsylvania
$33.6K +$3.42K +135 +12%
EIM
635
Essex Investment Management
Massachusetts
$33.5K
EA
636
Evolution Advisers
Virginia
$33K +$558 +22 +2%
LCM
637
Logan Capital Management
Pennsylvania
$32.4K -$22.1K -870 -42%
GWSG
638
GPS Wealth Strategies Group
Colorado
$32.3K -$9.48K -374 -24%
IBOK
639
Independence Bank of Kentucky
Kentucky
$31.6K -$13.9K -550 -32%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$30K -$6.39K -252 -19%
TCWA
641
Turtle Creek Wealth Advisors
Texas
$30K +$28.1K +1,106 New
CA
642
Clearstead Advisors
Ohio
$29.3K -$17.8K -702 -39%
ADL
643
Asset Dedication LLC
California
$29K
AF
644
Allworth Financial
California
$28.1K +$16.9K +667 +180%
AA
645
Ancora Advisors
Ohio
$28K
CWP
646
Concord Wealth Partners
Virginia
$27.3K -$26.9K -1,060 -51%
EWM
647
Evermay Wealth Management
Virginia
$27.3K
HSA
648
Hussman Strategic Advisors
Maryland
$27.1K
MLA
649
MB, Levis & Associates
Pennsylvania
$27K
QL
650
Quarry LP
New York
$25.9K +$24.3K +957 New

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.