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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
DF
751
Dunhill Financial
United Kingdom
$1.25K +$1.17K +46 New
TAM
752
Tucker Asset Management
Colorado
$1.14K
CSC
753
Caldwell Sutter Capital
California
$1K
TVWM
754
Tower View Wealth Management
Wisconsin
$1K +$1.22K +48 New
SIC
755
SJS Investment Consulting
Ohio
$922 -$178 -7 -17%
RG
756
Retirement Group
California
$921
RS
757
Rakuten Securities
Japan
$867 +$812 +32 New
Kayne Anderson Rudnick Investment Management
758
Kayne Anderson Rudnick Investment Management
California
$840 +$304 +12 +63%
MIA
759
MeadowBrook Investment Advisors
Michigan
$786 +$735 +29 New
CAM
760
ClariVest Asset Management
California
$733 +$685 +27 New
FDCDDQ
761
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542
NMG
762
New Millennium Group
Utah
$379
FDCP
763
Foster Dykema Cabot & Partners
Massachusetts
$352 +$330 +13 New
DWA
764
Delos Wealth Advisors
Texas
$326
WA
765
WestEnd Advisors
North Carolina
$298 -$203 -8 -42%
TSWM
766
Tyler-Stone Wealth Management
Ohio
$298
TWD
767
True Wealth Design
Ohio
$271
CP
768
Castleview Partners
Texas
$271 +$254 +10 New
JWM
769
Janiczek Wealth Management
Colorado
$163 +$152 +6 New
VWA
770
Valued Wealth Advisors
Utah
$142 +$152 +6 New
CJ
771
Caitlin John
Michigan
$109 +$101 +4 New
TWP
772
TFO Wealth Partners
Ohio
$27
A
773
AlphaQuest
New York
$27 +$25 +1 New
DWM
774
Dogwood Wealth Management
Kansas
$3
TC
775
TwinBeech Capital
New York
-$13.8M -584,873 Closed

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.