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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
DIP
751
DT Investment Partners
Pennsylvania
$1.61K
RI
752
Ridgewood Investments
New Jersey
$1.53K
UFF
753
USA Financial Formulas
Michigan
$1.48K
CQS
754
Credential Qtrade Securities
$1.32K
DI
755
Disciplined Investments
Oklahoma
$1.3K -$28 -1 -2%
WB
756
Webster Bank
Connecticut
$1.3K
SIS
757
Sound Income Strategies
Florida
$1.11K
VWM
758
Venturi Wealth Management
Texas
$1.08K
CSC
759
Caldwell Sutter Capital
California
$979
SIC
760
SJS Investment Consulting
Ohio
$900 -$55 -2 -6%
RG
761
Retirement Group
California
$900
IHWM
762
Iron Horse Wealth Management
Iowa
$662
MA
763
MCF Advisors
Kentucky
$662
FA
764
Fiduciary Alliance
South Carolina
$662 +$689 +25 New
FGAM
765
Financial Gravity Asset Management
Texas
$556 +$717 +26 New
FDCDDQ
766
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529
2L
767
25 LLC
Missouri
$511 +$28 +1 +6%
Kayne Anderson Rudnick Investment Management
768
Kayne Anderson Rudnick Investment Management
California
$503 +$524 +19 New
DWA
769
Delos Wealth Advisors
Texas
$318
IFAM
770
Institutional & Family Asset Management
Colorado
$291 +$303 +11 New
TWD
771
True Wealth Design
Ohio
$265
TWP
772
TFO Wealth Partners
Ohio
$26
LF
773
Lee Financial
Texas
$11 -$1.93K -70 Closed
MMA
774
Mizuho Markets Americas
New York
-$64.9M -2,335,000 Closed
MMC
775
Mizuho Markets Cayman
Cayman Islands
-$64.9M -2,335,000 Closed

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.