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PPL

PPL Corp
PPL

773 hedge funds and large institutions have $15.2B invested in PPL Corp in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $125M | Put options by funds: $69.3M

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

0% more funds holding

Funds holding: 773 → 773 (0)

2% less capital invested

Capital invested by funds: $15.5B → $15.2B (-$338M)

2.92% less ownership

Funds ownership: 77.65% → 74.73% (-2.9%)

18% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 312

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
773
Holders Change
–
Holders Change %
0%
% of All Funds
11.14%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
79
Increased
257
Reduced
312
Closed
73
Calls
$125M
Puts
$69.3M
Net Calls
+$55.8M
Net Calls Change
+$24.9M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$327M
2
Franklin Resources
Franklin Resources
California
+$118M
3
Bank of America
Bank of America
North Carolina
+$77.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$46.2M
5
Norges Bank
Norges Bank
Norway
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$355M
2
Morgan Stanley
Morgan Stanley
New York
-$164M
3
BlackRock
BlackRock
New York
-$130M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$109M
5
State Street
State Street
Massachusetts
-$86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Continuum Advisory
Idaho
$2.89K +$2.66K +100 New
FRA
727
Frank Rimerman Advisors
California
$2.86K – – –
LFG
728
Larson Financial Group
Missouri
$2.75K – – –
WWM
729
Wolff Wiese Magana
California
$2.75K – – –
OPTFSNA
730
Old Point Trust & Financial Services N A
Virginia
$2.75K +$2.66K +100 New
WT
731
Washington Trust
Rhode Island
$2.75K +$2.66K +100 New
ATC
732
Adirondack Trust Company
New York
$2.75K – – –
SIS
733
Sound Income Strategies
Florida
$2.67K – – –
CSC
734
Caldwell Sutter Capital
California
$2.67K +$1.6K +60 +162%
HPC
735
HM Payson & Co
Maine
$2.34K -$34.6K -1,300 -94%
RFG
736
RFP Financial Group
Georgia
$2.26K +$2.18K +82 New
CTA
737
Colonial Trust Advisors
South Carolina
$2.15K +$798 +30 +63%
PWMG
738
Private Wealth Management Group
New Jersey
$2.12K – – –
VF
739
VitalStone Financial
Texas
$2K – – –
QL
740
Quarry LP
New York
$1.98K -$23.6K -885 -92%
CFS
741
CGC Financial Services
Oregon
$1.9K – – –
S
742
Sachetta
Massachusetts
$1.88K – – –
DIP
743
DT Investment Partners
Pennsylvania
$1.63K – – –
IHWM
744
Iron Horse Wealth Management
Iowa
$1.54K – – –
DF
745
Dunhill Financial
United Kingdom
$1.53K +$266 +10 +22%
AP
746
Aspect Partners
Virginia
$1.43K +$1.38K +52 New
CFO
747
CVA Family Office
Colorado
$1.38K – – –
TVWM
748
Tower View Wealth Management
Wisconsin
$1.32K – – –
WWP
749
WR Wealth Planners
Missouri
$1.32K +$1.28K +48 New
TAM
750
Tucker Asset Management
Colorado
$1.16K – – –
28 29
30
31 32

PPL Hedge Fund Activity: Q1 2024 in Review

773 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2024, worth a combined $15.2B — down 2.2% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PPL positions and 73 closed out — a net gain of 6 holders — while 257 added to existing stakes and 312 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $327M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $355M sold.

  • 773 institutional investors held PPL Corp (PPL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $15.2B of PPL Corp stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 79 funds opened new PPL Corp positions in Q1 2024 and 73 closed out, a net change of +6 holders.
  • The largest PPL Corp buyer in Q1 2024 was Wellington Management Group, an estimated $327M added.
  • The largest PPL Corp seller in Q1 2024 was Lazard Asset Management, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2024.