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Planet Labs

164 hedge funds and large institutions have $276M invested in Planet Labs in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $215M → $276M (+$61.2M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.61% more ownership

Funds ownership: 42.81%45.42% (+2.6%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 167164 (-3)

39% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.58M

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
61
Reduced
32
Closed
25
Calls
$1.57M
Puts
$2.58M
Net Calls
-$1M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Alphabet Inc
California
$71.2M
BlackRock
2
BlackRock
New York
$35M +$6.95M +3,130,140 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.7M +$1.88M +845,694 +6%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
CIG
5
Capricorn Investment Group
California
$15.9M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.9M +$1.53M +689,888 +17%
State Street
7
State Street
Massachusetts
$9.53M +$511K +230,076 +6%
Franklin Resources
8
Franklin Resources
California
$4.11M +$159K +71,719 +4%
Northern Trust
9
Northern Trust
Illinois
$4.06M +$529K +238,274 +15%
ACH
10
ArrowMark Colorado Holdings
Colorado
$4.05M +$888K +400,000 +28%
Charles Schwab
11
Charles Schwab
California
$3.86M +$447K +201,084 +13%
FCM
12
Frontier Capital Management
Massachusetts
$3.46M +$541K +243,599 +19%
Goldman Sachs
13
Goldman Sachs
New York
$2.89M -$142K -63,836 -5%
TA
14
Teramo Advisors
Florida
$2.53M
VOYA Investment Management
15
VOYA Investment Management
Georgia
$2.5M -$48.5K -21,825 -2%
EPL
16
EDBI Pte Ltd
Singapore
$2.38M
LA
17
LBP AM
France
$2.23M +$2.22M +1,002,000 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.23M +$602K +271,091 +37%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2M +$1.08M +487,958 +120%
Morgan Stanley
20
Morgan Stanley
New York
$1.96M +$756K +340,350 +63%
ETC
21
Exchange Traded Concepts
Oklahoma
$1.91M -$652K -293,797 -26%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.71M +$365K +164,200 +27%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.53M +$1.13M +510,978 +292%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.31M +$1.26M +569,534 +3,316%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$1.3M -$542K -244,300 -30%

PL Hedge Fund Activity: Q3 2024 in Review

164 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Planet Labs (PL) for Q3 2024, worth a combined $276M — up 29% from $215M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PL and 23 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 61 added.

The largest buyer was BlackRock, adding an estimated $6.95M. The largest seller was Deutsche Bank, cutting an estimated $1.49M.

  • 164 institutional investors held Planet Labs (PL) as of Q3 2024, down from 167 in Q2 2024.
  • Funds reported $276M of Planet Labs stock for Q3 2024, up 29% quarter-over-quarter.
  • 23 funds opened new Planet Labs positions in Q3 2024 and 25 closed out, a net change of -2 holders.
  • The largest Planet Labs buyer in Q3 2024 was BlackRock, an estimated $6.95M added.
  • The largest Planet Labs seller in Q3 2024 was Deutsche Bank, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2024.