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PLL

Piedmont Lithium

Delisted

PLL was delisted on the 29th of August, 2025.

152 hedge funds and large institutions have $294M invested in Piedmont Lithium in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $20.7M

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

6% more funds holding

Funds holding: 144152 (+8)

4.24% more ownership

Funds ownership: 50.1%54.34% (+4.2%)

23% less capital invested

Capital invested by funds: $381M → $294M (-$86.8M)

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
51
Reduced
37
Closed
23
Calls
$32.2M
Puts
$20.7M
Net Calls
+$11.5M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
151
Glassman Wealth Services
Virginia
$169 +$176 +6 New
YCM
152
Yaupon Capital Management
New York
-$3.71M -93,450 Closed
PCH
153
Polar Capital Holdings
United Kingdom
-$3.67M -92,500 Closed
KCM
154
Kennedy Capital Management
Missouri
-$2.17M -54,770 Closed
KAS
155
Kestra Advisory Services
Texas
-$1.02M -25,666 Closed
UBS AM
156
UBS AM
Illinois
-$440K -11,071 Closed
DFCM
157
Dark Forest Capital Management
Puerto Rico
-$425K -10,716 Closed
CAN
158
Cetera Advisor Networks
California
-$388K -9,785 Closed
ECM
159
ExodusPoint Capital Management
New York
-$376K -9,464 Closed
USGIU
160
U.S. Global Investors (USGI)
Texas
-$298K -7,500 Closed
Lazard Asset Management
161
Lazard Asset Management
New York
-$264K -6,663 Closed
ASRS
162
Arizona State Retirement System
Arizona
-$206K -5,189 Closed
State Board of Administration of Florida Retirement System
163
State Board of Administration of Florida Retirement System
Florida
-$205K -5,160 Closed
Allspring Global Investments
164
Allspring Global Investments
North Carolina
-$92.6K -2,333 Closed
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$40.3K -1,015 Closed
FPFS
166
First Personal Financial Services
North Carolina
-$27.7K -698 Closed
WT
167
Washington Trust
Rhode Island
-$11.4K -288 Closed
SWM
168
Spire Wealth Management
Virginia
-$1.99K -50 Closed
AWA
169
Authentikos Wealth Advisory
California
-$1.39K -35 Closed
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
-$754 -19 Closed
MFG
171
Mendota Financial Group
Wisconsin
-$636 -16 Closed
Creative Planning
172
Creative Planning
Kansas
-$437 -11 Closed
SSB
173
Sandy Spring Bank
Maryland
-$397 -10 Closed

PLL Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Piedmont Lithium (PLL) for Q4 2023, worth a combined $294M — down 23% from $381M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLL positions and 23 closed out — a net gain of 8 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $9.25M.

  • 152 institutional investors held Piedmont Lithium (PLL) as of Q4 2023, up from 144 in Q3 2023.
  • Funds reported $294M of Piedmont Lithium stock for Q4 2023, down 23% quarter-over-quarter.
  • 31 funds opened new Piedmont Lithium positions in Q4 2023 and 23 closed out, a net change of +8 holders.
  • The largest Piedmont Lithium buyer in Q4 2023 was Morgan Stanley, an estimated $11.5M added.
  • The largest Piedmont Lithium seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $9.25M sold.

Based on aggregated 13F filings for Q4 2023.