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Planet Labs

191 hedge funds and large institutions have $544M invested in Planet Labs in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $2.62M

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

97% more capital invested

Capital invested by funds: $276M → $544M (+$268M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

16% more funds holding

Funds holding: 164191 (+27)

3.47% more ownership

Funds ownership: 45.42%48.89% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
60
Reduced
49
Closed
18
Calls
$7.55M
Puts
$2.62M
Net Calls
+$4.93M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Alphabet Inc
California
$129M
BlackRock
2
BlackRock
New York
$68.7M +$4.09M +1,316,299 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$64.4M +$1.23M +397,153 +3%
State Street
4
State Street
Massachusetts
$32.8M +$12M +3,851,644 +90%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$31.5M
CIG
6
Capricorn Investment Group
California
$28.9M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20M +$215K +69,245 +1%
ACH
8
ArrowMark Colorado Holdings
Colorado
$8.4M +$813K +261,958 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.14M +$3.15M +1,013,234 +101%
Northern Trust
10
Northern Trust
Illinois
$7.94M +$450K +145,123 +8%
Franklin Resources
11
Franklin Resources
California
$7.62M +$243K +78,348 +4%
UBS Group
12
UBS Group
Switzerland
$7.39M +$5.05M +1,628,190 +808%
Charles Schwab
13
Charles Schwab
California
$7.15M +$117K +37,600 +2%
Morgan Stanley
14
Morgan Stanley
New York
$6.84M +$2.53M +816,616 +93%
FCM
15
Frontier Capital Management
Massachusetts
$6.26M -$7.26K -2,338 -0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.13M +$2.73M +880,966 +227%
Goldman Sachs
17
Goldman Sachs
New York
$4.86M -$286K -92,015 -7%
TA
18
Teramo Advisors
Florida
$4.58M
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$4.47M +$1.62M +520,703 +89%
EPL
20
EDBI Pte Ltd
Singapore
$4.3M
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$3.94M +$1.16M +375,256 +67%
LA
22
LBP AM
France
$3.49M -$430K -138,536 -14%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.44M +$266K +85,600 +11%
PEAK6
24
PEAK6
Illinois
$2.91M +$2.24M +720,462 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.74M -$20.3K -6,538 -1%

PL Hedge Fund Activity: Q4 2024 in Review

191 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Planet Labs (PL) for Q4 2024, worth a combined $544M — up 97% from $276M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PL positions and 18 closed out — a net gain of 28 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $12M. The largest seller was VOYA Investment Management, cutting an estimated $3.28M.

  • 191 institutional investors held Planet Labs (PL) as of Q4 2024, up from 164 in Q3 2024.
  • Funds reported $544M of Planet Labs stock for Q4 2024, up 97% quarter-over-quarter.
  • 46 funds opened new Planet Labs positions in Q4 2024 and 18 closed out, a net change of +28 holders.
  • The largest Planet Labs buyer in Q4 2024 was State Street, an estimated $12M added.
  • The largest Planet Labs seller in Q4 2024 was VOYA Investment Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2024.