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PPLI

People Inc

370 hedge funds and large institutions have $3.6B invested in People Inc in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 122 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $3.29B → $3.6B (+$311M)

1% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 122

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

5% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $26.8M

2% less funds holding

Funds holding: 379370 (-9)

6.57% less ownership

Funds ownership: 108.96%102.39% (-6.6%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.9%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
56
Increased
123
Reduced
122
Closed
57
Calls
$25.3M
Puts
$26.8M
Net Calls
-$1.45M
Net Calls Change
+$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$5.16K
WP
327
WealthPLAN Partners
Nebraska
$5.11K +$5.18K +121 New
CMP
328
Coston McIsaac & Partners
Maine
$5K
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13K -$601K -14,025 -99%
CT
330
Colonial Trust
South Carolina
$4.08K
SS
331
Sunbelt Securities
Texas
$4.03K +$4.2K +98 New
PB
332
Pinnacle Bancorp
Nebraska
$3.87K
WTA
333
Washington Trust Advisors
Massachusetts
$3.56K
VWM
334
Venturi Wealth Management
Texas
$3.04K +$3.08K +72 New
BTI
335
Blue Trust Inc
Georgia
$3K +$3.55K +83 +553%
VCM
336
Versant Capital Management
Arizona
$2.99K +$1.28K +30 +73%
BAAM
337
Baker Avenue Asset Management
California
$2.17K +$214 +5 +11%
AF
338
Advisornet Financial
Minnesota
$2.06K -$514 -12 -20%
HFM
339
Hartford Financial Management
Connecticut
$2.06K
MIFH
340
Migdal Insurance & Financial Holdings
Israel
$2K +$1.2K +28 +175%
Bessemer Group
341
Bessemer Group
New Jersey
$2K +$2.14K +50 New
CMA
342
Cedar Mountain Advisors
Oregon
$1.96K +$1.97K +46 New
IFAM
343
Institutional & Family Asset Management
Colorado
$1.86K
NSIM
344
North Star Investment Management
Illinois
$1.45K
FSWA
345
Financial Synergies Wealth Advisors
Texas
$1.39K
EARNEST Partners
346
EARNEST Partners
Georgia
$1.29K
SWA
347
SOA Wealth Advisors
New York
$1.29K
TPCW
348
TD Private Client Wealth
New York
$1.29K
TWC
349
TD Waterhouse Canada
Ontario, Canada
$1.12K
GWM
350
Geneos Wealth Management
Colorado
$1.03K

PPLI Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in People Inc (PPLI) for Q1 2023, worth a combined $3.6B — up 9.5% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of PPLI and 56 opened new positions — a net loss of 1 holder — while 122 trimmed existing stakes and 123 added.

The largest buyer was UBS AM, adding an estimated $53.9M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $88.7M sold.

  • 370 institutional investors held People Inc (PPLI) as of Q1 2023, down from 379 in Q4 2022.
  • Funds reported $3.6B of People Inc stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 56 funds opened new People Inc positions in Q1 2023 and 57 closed out, a net change of -1 holder.
  • The largest People Inc buyer in Q1 2023 was UBS AM, an estimated $53.9M added.
  • The largest People Inc seller in Q1 2023 was Canada Pension Plan Investment Board, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2023.