PPL Capital Funding Inc. (ppl 2.875 03/15/28)
13F holders, Q2 2025 (June 30)11holders −3
1new positions
4sold out
$1.09avg. 13F price*
At the end of Q2 2025, 11 institutions reported holding PPL Capital Funding Inc. (ppl 2.875 03/15/28) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were Income Research & Management ($13.1M), Angelo Gordon & Co., L.P. ($8.1M) and Rational Advisors, Inc. ($7.8M).
- 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 4 | $175K |
All 13F filers, Q1 2025 → Q2 2025: 282,000 shares bought and 2,372,694 shares sold, net −2,090,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Income Research & Management | 3.51% | Add +2.1% | 12,146,000 | $13.1M |
| Angelo Gordon & Co., L.P. | 1.30% | No change | 7,500,000 | $8.1M |
| Rational Advisors, Inc. | 0.81% | Reduce -22.7% | 7,260,000 | $7.8M |
| Ameritas Investment Partners, Inc. | 0.07% | No change | 2,050,000 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | No change | 600,000 | $648K |
| Nomura Holdings Inc. | 0.00% | Reduce -89.1% | 10,456 | $354K |
| &partners | 0.00% | Add +14.4% | 183,000 | $198K |
| Choreo, LLC | 0.00% | No change | 17,000 | $19K |
| HB Wealth Management, LLC | 0.00% | New | 13,000 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 10,000 | $11K |
| Laffer Tengler Investments, Inc. | 0.00% | Reduce -2.5% | 2,559 | $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.