Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PPL CORP (PPL)

931 + Investors. Track Smart Money conviction in PPL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — PPL

Based on 906 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
906 hedge funds hold PPL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

468 buying414 selling
Last quarter: 468 funds bought or added vs 414 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new PPL position: 119 → 91 → 109 → 138. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 16% medium 16% new
618 out of 906 hedge funds have held PPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

103 → 119 → 91 → 109 → 138 new funds/Q
New funds entering each quarter: 119 → 91 → 109 → 138. A growing number of institutions are discovering PPL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 10% 1-2yr 19% new
Of 931 current holders: 663 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
48 of 906 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in PPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PPL

How many hedge funds hold PPL — quarterly history vs. share price
Quarterly hedge fund ownership of PPL vs. share price

Market Analysis: PPL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PPL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 6 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: PPL
2026 Q1 Stats Unlock in 14 days 931 + Investors

Track Smart Money conviction in PPL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 931 890 4.61%
13F Shares 640M 644M -0.61%
Total Value $22.41B $23.87B -6.13%
New Positions 140 109 +31
Increased Positions 357 361 -4
Closed Positions 97 87 +10
Reduced Positions 352 310 +42
Total Calls 15 19 -21.05%
Total Puts 15 16 -6.25%
PUT/CALL Ratio 1.0 0.84 Neutral

Statistics: PPL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

931 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PPL. Verified SEC 13F-HR filings.

Top 25 institutional holders of PPL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verbena Value LP 4.63% 740,500 $28.3M
2 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.72% 137,029 $5.2M
3 Portman Square Capital LLP 2.61% 1,775,000 $67.8M
4 MOUNT VERNON ASSOCIATES INC /MD/ 1.76% 65,150 $2K
5 LAWOOD & CO 1.73% 48,869 $1.9M
6 ARBOR CAPITAL MANAGEMENT INC /ADV 1.46% 46,104 $1.8M
7 BCS Private Wealth Management, Inc. 1.23% 105,244 $4.1M
8 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.20% 3,015,392 $115.2M
9 Arkfeld Wealth Strategies, L.L.C. 0.97% 77,614 $3.1M
10 Argyle Capital Management, LLC 0.89% 71,516 $2.7M
11 Shum Financial Group, Inc. 0.84% 31,008 $1.2M
12 Stolper Co 0.80% 17,155 $3K
13 Northside Capital Management, LLC 0.80% 237,999 $9.1M
14 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.78% 353,395 $13.5M
15 STONERIDGE INVESTMENT PARTNERS LLC 0.75% 27,299 $1K
16 TEMA ETFS LLC 0.70% 273,784 $10.5M
17 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.65% 86,450 $3.3M
18 Plan Group Financial, LLC 0.63% 70,410 $2.7M
19 Bank & Trust Co 0.59% 22,943 $876K
20 CHELSEA COUNSEL CO 0.58% 37,950 $1.3M
21 Foster Victor Wealth Advisors, LLC 0.54% 238,430 $9.4M
22 Yoffe Investment Management, LLC 0.49% 10,100 $386K
23 Farmers & Merchants Trust Co of Chambersburg PA 0.49% 49,609 $2K
24 Raleigh Capital Management Inc. 0.48% 36,045 $1.4M
25 MONARCH CAPITAL MANAGEMENT INC 0.47% 49,611 $1.9M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PPL CORP (PPL)

What does the Smart Money Trend signal show for PPL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PPL?

Slight buying edge — 53% buying: Last quarter: 468 funds bought or added vs 414 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PPL holders?

Elite ownership — 67% AUM from top-100 funds: 48 of 906 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in PPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PPL?

68% of holders stayed for 2+ years: 618 out of 906 hedge funds have held PPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.