PPL Capital Funding Inc. (ppl 2.875 03/15/28)
13F holders, Q1 2025 (March 31)14holders −3
2new positions
5sold out
$1.22avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding PPL Capital Funding Inc. (ppl 2.875 03/15/28) in their 13F filings, down 3 from Q4 2024. 2 opened new positions and 5 sold out. The largest holders were Income Research & Management ($13.3M), Rational Advisors, Inc. ($10.5M) and Angelo Gordon & Co., L.P. ($8.4M).
- Company
- PPL Capital Funding Inc. (ppl 2.875 03/15/28)
- CUSIP
- 69352PAS2
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $65K |
| Exits | 5 | $82.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,229,700 shares bought and 24,197,571 shares sold, net −22,967,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Income Research & Management | 5.67% | No change | 11,900,000 | $13.3M |
| Rational Advisors, Inc. | 1.10% | Add +13.0% | 9,390,000 | $10.5M |
| Angelo Gordon & Co., L.P. | 1.77% | No change | 7,500,000 | $8.4M |
| Nomura Holdings Inc. | 0.02% | Add +1045.6% | 96,084 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.08% | No change | 2,050,000 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | No change | 600,000 | $674K |
| &partners | 0.00% | Reduce -3.0% | 160,000 | $178K |
| Cetera Investment Advisers | 0.00% | No change | 84,000 | $94K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 46,000 | $51K |
| Choreo, LLC | 0.00% | Reduce -70.2% | 17,000 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 15,000 | $16K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,000 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.7% | 10,000 | $11K |
| Laffer Tengler Investments, Inc. | 0.00% | Add +0.1% | 2,625 | $3K |
"% of holder's portfolio" is PPL CAPITAL FUNDING INC (PPL 2.875 03/15/28)'s weight in each manager's 13F, not the share of PPL Capital Funding Inc. (ppl 2.875 03/15/28) the manager owns.