Planet Labs
115 hedge funds and large institutions have $478M invested in Planet Labs in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 45 closing their positions.
350% more funds holding in top 10
Funds holding in top 10: 2 → 9 (+7)
84% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 45
74% more capital invested
Capital invested by funds: $276M → $478M (+$203M)
47% more funds holding
Funds holding: 78 → 115 (+37)
41% less call options, than puts
Call options by funds: $4.87M | Put options by funds: $8.22M
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
49.35% less ownership
Funds ownership: 81.6% → 32.25% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Alphabet Inc
Mountain View,
California
|
+$303M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$73.9M |
| 3 |
SCC
Spring Creek Capital
Wichita,
Kansas
|
+$49.1M |
| 4 |
MP
MSD Partners
New York
|
+$16.7M |
| 5 |
RTM
Rizvi Traverse Management
West Palm Beach,
Florida
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$18.4M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$12.2M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
-$11.2M |
| 4 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$10.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.42M |
PL Hedge Fund Activity: Q4 2021 in Review
115 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Planet Labs (PL) for Q4 2021, worth a combined $478M — up 74% from $276M a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new PL positions and 45 closed out — a net gain of 38 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Alphabet Inc, opening a new position worth an estimated $303M. The largest seller was Weiss Asset Management, cutting an estimated $18.4M.
- 115 institutional investors held Planet Labs (PL) as of Q4 2021, up from 78 in Q3 2021.
- Funds reported $478M of Planet Labs stock for Q4 2021, up 74% quarter-over-quarter.
- 83 funds opened new Planet Labs positions in Q4 2021 and 45 closed out, a net change of +38 holders.
- The largest Planet Labs buyer in Q4 2021 was Alphabet Inc, an estimated $303M added.
- The largest Planet Labs seller in Q4 2021 was Weiss Asset Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2021.