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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5B -$27.9M -1,013,011 -1%
BlackRock
2
BlackRock
New York
$1.84B +$256M +9,298,570 +15%
State Street
3
State Street
Massachusetts
$1.05B -$5.94M -215,481 -0.5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$410M +$9.56M +346,647 +2%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$401M -$3.59M -130,200 -0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$336M +$17.9M +650,903 +5%
Federated Hermes
7
Federated Hermes
Pennsylvania
$264M -$1.85M -66,927 -0.7%
Invesco
8
Invesco
Georgia
$229M -$21.3M -772,873 -8%
Cohen & Steers
9
Cohen & Steers
New York
$229M +$25.1M +910,737 +12%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$228M -$12.2M -442,685 -5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$226M -$13.9M -504,141 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$194M -$44.6M -1,615,634 -18%
Franklin Resources
13
Franklin Resources
California
$189M +$19.2M +697,868 +11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$186M +$43.6M +1,581,417 +29%
Northern Trust
15
Northern Trust
Illinois
$180M -$15.2M -549,558 -7%
Legal & General Group
16
Legal & General Group
United Kingdom
$177M -$5.94M -215,288 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$172M -$180M -6,527,140 -50%
Morgan Stanley
18
Morgan Stanley
New York
$162M +$13.5M +489,134 +9%
ZP
19
Zimmer Partners
New York
$157M +$67.6M +2,450,405 +70%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$142M +$16.3M +592,435 +12%
CVA
21
Ceredex Value Advisors
Florida
$124M +$3.67M +132,958 +3%
CIA
22
ClearBridge Investments (Australia)
Australia
$116M +$17.3M +627,002 +17%
Charles Schwab
23
Charles Schwab
California
$116M +$197K +7,135 +0.2%
Norges Bank
24
Norges Bank
Norway
$115M -$17M -618,275 -12%
Bank of America
25
Bank of America
North Carolina
$115M -$26.5M -959,153 -18%

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.