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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.57B -$16.8M -631,521 -0.7%
BlackRock
2
BlackRock
New York
$1.63B -$130M -4,876,996 -8%
State Street
3
State Street
Massachusetts
$970M -$86M -3,231,381 -8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$918M +$327M +12,276,681 +58%
Invesco
5
Invesco
Georgia
$648M +$29.8M +1,120,411 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$457M +$12.4M +465,637 +3%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$427M +$1.49M +56,070 +0.4%
Franklin Resources
8
Franklin Resources
California
$408M +$118M +4,427,209 +43%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$373M +$5.04M +189,442 +1%
Cohen & Steers
10
Cohen & Steers
New York
$271M +$24.1M +905,326 +10%
AllianceBernstein
11
AllianceBernstein
Tennessee
$253M +$41.4M +1,556,728 +20%
Federated Hermes
12
Federated Hermes
Pennsylvania
$241M -$1.09M -40,885 -0.5%
Northern Trust
13
Northern Trust
Illinois
$203M +$14.4M +540,700 +8%
Bank of America
14
Bank of America
North Carolina
$191M +$77.5M +2,910,855 +73%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$180M -$3.83M -143,897 -2%
Morgan Stanley
16
Morgan Stanley
New York
$176M -$164M -6,162,608 -49%
Legal & General Group
17
Legal & General Group
United Kingdom
$169M -$3.85M -144,671 -2%
Norges Bank
18
Norges Bank
Norway
$163M +$44.3M +1,665,808 +39%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$155M -$9.76M -366,574 -6%
ECM
20
ExodusPoint Capital Management
New York
$149M +$15.4M +579,294 +12%
ClearBridge Investments
21
ClearBridge Investments
New York
$129M +$41.9M +1,572,771 +50%
Charles Schwab
22
Charles Schwab
California
$128M +$2.93M +110,104 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$124M +$27.5M +1,034,538 +30%
Jennison Associates
24
Jennison Associates
New York
$116M +$20.1M +755,689 +22%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$116M -$1.88M -70,601 -2%

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.