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PPL

PPL Corp

801 hedge funds and large institutions have $15.3B invested in PPL Corp in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 306 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $138M | Put options by funds: $114M

13% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 75

10% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 278

3.43% more ownership

Funds ownership: 71.36%74.79% (+3.4%)

0% more capital invested

Capital invested by funds: $15.3B → $15.3B (+$61.1M)

1% less funds holding

Funds holding: 809801 (-8)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
801
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
12.76%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
85
Increased
306
Reduced
278
Closed
75
Calls
$138M
Puts
$114M
Net Calls
+$23.8M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
776
Baker Avenue Asset Management
California
$1.67K +$1.19K +42 +233%
RI
777
Ridgewood Investments
New Jersey
$1.61K +$1.64K +58 New
UFF
778
USA Financial Formulas
Michigan
$1.56K +$1.59K +56 New
CT
779
Cambridge Trust
Massachusetts
$1.39K
DI
780
Disciplined Investments
Oklahoma
$1.39K +$28 +1 +2%
OIS
781
Okabena Investment Services
Minnesota
$1.39K +$1.42K +50 New
CQS
782
Credential Qtrade Securities
$1.39K +$1.42K +50 New
WB
783
Webster Bank
Connecticut
$1.36K
SIS
784
Sound Income Strategies
Florida
$1.17K -$1.84K -65 -61%
VWM
785
Venturi Wealth Management
Texas
$1.14K +$1.16K +41 New
BIA
786
Bell Investment Advisors
California
$1.08K -$1.33K -47 -55%
CSC
787
Caldwell Sutter Capital
California
$1.03K +$1.05K +37 New
SIC
788
SJS Investment Consulting
Ohio
$1K -$198 -7 -16%
PCM
789
Penserra Capital Management
California
$1K -$4.05M -143,047 -100%
RG
790
Retirement Group
California
$1K
AW
791
Avion Wealth
Texas
$1K +$481 +17 +40%
PVH
792
Psagot Value Holdings
Israel
$1K +$566 +20 New
ECM
793
Everence Capital Management
Indiana
$748
IHWM
794
Iron Horse Wealth Management
Iowa
$695
MA
795
MCF Advisors
Kentucky
$695
FDCDDQ
796
Federation des caisses Desjardins du Quebec
Quebec, Canada
$556
2L
797
25 LLC
Missouri
$515 +$510 +18 New
WA
798
WestEnd Advisors
North Carolina
$472 -$453 -16 Closed
DWA
799
Delos Wealth Advisors
Texas
$334
CAC
800
Core Alternative Capital
Georgia
$333 +$340 +12 New

PPL Hedge Fund Activity: Q1 2023 in Review

801 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PPL Corp (PPL) for Q1 2023, worth a combined $15.3B — up 0.4% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PPL positions and 75 closed out — a net gain of 10 holders — while 306 added to existing stakes and 278 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $224M. The largest seller was Invesco, cutting an estimated $195M.

  • 801 institutional investors held PPL Corp (PPL) as of Q1 2023, down from 809 in Q4 2022.
  • Funds reported $15.3B of PPL Corp stock for Q1 2023, up 0.4% quarter-over-quarter.
  • 85 funds opened new PPL Corp positions in Q1 2023 and 75 closed out, a net change of +10 holders.
  • The largest PPL Corp buyer in Q1 2023 was AllianceBernstein, an estimated $224M added.
  • The largest PPL Corp seller in Q1 2023 was Invesco, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2023.