We are live on ! Find out more
PPL

PPL Corp

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: 773773 (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: 1410 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
I
801
InceptionR
California
-$435K -16,048 Closed
MSA
802
Marino Stram & Associates
Massachusetts
-$420K -15,491 Closed
CC
803
Cipher Capital
New York
-$408K -15,040 Closed
Nomura Holdings
804
Nomura Holdings
Japan
-$403K -14,858 Closed
SWM
805
SeaCrest Wealth Management
New York
-$384K -13,838 Closed
EIA
806
Edgemoor Investment Advisors
Maryland
-$351K -12,961 Closed
SFA
807
Sequoia Financial Advisors
Ohio
-$349K -12,890 Closed
AFG
808
Allegheny Financial Group
Pennsylvania
-$312K -11,528 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
809
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$289K -10,666 Closed
VHAM
810
Van Hulzen Asset Management
California
-$257K -9,470 Closed
PDL
811
Portfolio Design Labs
California
-$251K -9,249 Closed
WI
812
Wintrust Investments
Illinois
-$236K -8,709 Closed
EWA
813
Emergent Wealth Advisors
New York
-$236K -8,700 Closed
TCM
814
Teza Capital Management
Illinois
-$223K -8,224 Closed
CCM
815
Coldstream Capital Management
Washington
-$216K -7,967 Closed
AWM
816
AAF Wealth Management
Massachusetts
-$211K -7,803 Closed
PVI
817
Pine Valley Investments
New Jersey
-$204K -7,544 Closed
CIAS
818
Capital Investment Advisory Services
North Carolina
-$201K -7,416 Closed
DI
819
DAGCO Inc
Ohio
-$119K -4,376 Closed
UFF
820
USA Financial Formulas
Michigan
-$105K -3,875 Closed
ASBI
821
American State Bank (Iowa)
Iowa
-$105K -3,863 Closed
WTC
822
WhitTier Trust Company
Nevada
-$62.2K -2,296 Closed
PCTC
823
Perkins Coie Trust Company
Washington
-$54.3K -2,004 Closed
Acadian Asset Management
824
Acadian Asset Management
Massachusetts
-$44K -1,658 Closed
FWM
825
Focused Wealth Management
New York
-$38.6K -1,423 Closed

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.