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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B -$6.93M -273,247 -0.3%
BlackRock
2
BlackRock
New York
$1.74B -$165M -6,508,931 -9%
State Street
3
State Street
Massachusetts
$1.04B +$17.9M +703,840 +2%
Invesco
4
Invesco
Georgia
$607M +$334M +13,179,845 +143%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$571M +$534M +21,062,327 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$437M +$8.88M +349,954 +2%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$419M -$11.1M -435,980 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$362M -$26.4M -1,039,476 -7%
Lazard Asset Management
9
Lazard Asset Management
New York
$355M +$34.7M +1,367,716 +12%
Morgan Stanley
10
Morgan Stanley
New York
$340M +$160M +6,319,546 +101%
Franklin Resources
11
Franklin Resources
California
$282M +$26.5M +1,045,852 +11%
Cohen & Steers
12
Cohen & Steers
New York
$243M +$8.64M +340,686 +4%
Federated Hermes
13
Federated Hermes
Pennsylvania
$238M -$24.7M -974,316 -10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$207M -$839K -33,098 -0.4%
Northern Trust
15
Northern Trust
Illinois
$185M -$555K -21,898 -0.3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$181M +$477K +18,822 +0.3%
Legal & General Group
17
Legal & General Group
United Kingdom
$170M -$3.75M -147,860 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$162M -$8.39M -330,961 -5%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$153M -$17.7M -698,794 -11%
ECP
20
Electron Capital Partners
New York
$133M +$101M +3,980,626 +438%
ECM
21
ExodusPoint Capital Management
New York
$131M -$20.9M -822,277 -15%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$124M +$38.3M +1,511,256 +50%
Charles Schwab
23
Charles Schwab
California
$123M +$2.92M +115,177 +3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$116M +$49.3M +1,943,282 +84%
Norges Bank
25
Norges Bank
Norway
$116M +$4.05M +159,885 +4%

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.