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Planet Labs

177 hedge funds and large institutions have $299M invested in Planet Labs in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $596K | Put options by funds: $354K

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 172177 (+5)

1.48% more ownership

Funds ownership: 43.97%45.45% (+1.5%)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $303M → $299M (-$3.44M)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
30
Increased
50
Reduced
47
Closed
23
Calls
$596K
Puts
$354K
Net Calls
+$242K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Alphabet Inc
California
$78.9M
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.1M +$1.19M +502,346 +3%
BlackRock
3
BlackRock
New York
$31.5M +$2.35M +993,030 +8%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$19.3M
CIG
5
Capricorn Investment Group
California
$17.6M
State Street
6
State Street
Massachusetts
$9.62M -$1.89M -800,188 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.62M +$658K +278,184 +8%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$4.99M +$2.95M +1,246,940 +161%
Morgan Stanley
9
Morgan Stanley
New York
$4.4M +$3.25M +1,373,723 +335%
Northern Trust
10
Northern Trust
Illinois
$4.29M +$383K +161,909 +10%
PI
11
Putnam Investments
Massachusetts
$3.79M -$9.31K -3,936 -0.3%
Charles Schwab
12
Charles Schwab
California
$3.68M +$173K +73,245 +5%
FCM
13
Frontier Capital Management
Massachusetts
$3.3M +$3.42K +1,444 +0.1%
ACH
14
ArrowMark Colorado Holdings
Colorado
$3.15M +$821K +347,000 +37%
ETC
15
Exchange Traded Concepts
Oklahoma
$2.86M +$546K +230,627 +25%
TA
16
Teramo Advisors
Florida
$2.72M +$94.6K +40,000 +4%
LFDLE
17
La Financiere de L'Echiquier
France
$2.7M +$203K +86,000 +9%
EPL
18
EDBI Pte Ltd
Singapore
$2.63M
RTM
19
Rizvi Traverse Management
Florida
$2.59M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.34M -$305K -129,067 -12%
Deutsche Bank
21
Deutsche Bank
Germany
$2M +$18.1K +7,646 +1%
Goldman Sachs
22
Goldman Sachs
New York
$1.86M -$35.2K -14,892 -2%
BCM
23
Bienville Capital Management
New York
$1.64M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.62M +$70.8K +29,941 +5%
MP
25
MSD Partners
New York
$1.45M

PL Hedge Fund Activity: Q4 2023 in Review

177 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Planet Labs (PL) for Q4 2023, worth a combined $299M — down 1.1% from $303M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PL positions and 23 closed out — a net gain of 7 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was State Street, cutting an estimated $1.89M.

  • 177 institutional investors held Planet Labs (PL) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $299M of Planet Labs stock for Q4 2023, down 1.1% quarter-over-quarter.
  • 30 funds opened new Planet Labs positions in Q4 2023 and 23 closed out, a net change of +7 holders.
  • The largest Planet Labs buyer in Q4 2023 was Morgan Stanley, an estimated $3.25M added.
  • The largest Planet Labs seller in Q4 2023 was State Street, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2023.