Vault-13

PIEDMONT LITHIUM INC PLL

COM · Common Stock · CUSIP 72016P105 · ISIN US72016P1057

171 institutional holders +9 vs Q1 2023
9,556,2869.6m shares reported held*
$551.6mreported value*
33 new 55 added 38 reduced 23 sold out net sold ≈ $15.0m (-276.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.72. Options: 15 managers hold calls ($41.9m notional), 19 hold puts ($33.9m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 144Q4 22: 158Q1 23: 162Q2 23: 171171Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022144
Q4 2022158
Q1 2023162
Q2 2023171

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 83 bought or addedQ4 22: 59 cut or sold outQ4 22Q1 23: 82 bought or addedQ1 23: 66 cut or sold outQ1 23Q2 23: 88 bought or addedQ2 23: 61 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228359
Q1 20238266
Q2 20238861

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $47.4mQ3 22 puts: $17.7mQ3 22P/C 0.37Q4 22 calls: $17.2mQ4 22 puts: $7.3mQ4 22P/C 0.42Q1 23 calls: $44.0mQ1 23 puts: $39.5mQ1 23P/C 0.90Q2 23 calls: $41.9mQ2 23 puts: $33.9mQ2 23P/C 0.81
Numbers
QuarterCallsPutsP/C
Q3 2022$47.4m$17.7m0.37
Q4 2022$17.2m$7.3m0.42
Q1 2023$44.0m$39.5m0.90
Q2 2023$41.9m$33.9m0.81

Biggest buyers

GOLDMAN SACHS GROUP INC Added +128,948+128.9k
CITADEL ADVISORS LLC Added +116,218+116.2k
DIMENSIONAL FUND ADVISORS LP New +95,945+95.9k
CWM, LLC Added +64,590+64.6k
ExodusPoint Capital Management, LP Added +60,094+60.1k
HRT FINANCIAL LP New +49,287+49.3k
MILLENNIUM MANAGEMENT LLC Added +45,412+45.4k
Balyasny Asset Management L.P. New +35,156+35.2k
PRINCIPAL FINANCIAL GROUP INC Added +33,097+33.1k
Cetera Advisor Networks LLC Added +32,867+32.9k

Biggest sellers

STATE STREET CORP Reduced -503,149-503.1k
Luxor Capital Group, LP Reduced -205,126-205.1k
VAN ECK ASSOCIATES CORP Reduced -103,151-103.2k
RENAISSANCE TECHNOLOGIES LLC Reduced -76,300-76.3k
Schonfeld Strategic Advisors LLC Reduced -63,235-63.2k
MORGAN STANLEY Reduced -60,039-60.0k
BANK OF AMERICA CORP /DE/ Reduced -42,698-42.7k
Nuveen Asset Management, LLC Reduced -41,672-41.7k
DECADE RENEWABLE PARTNERS LP Sold out -40,000-40.0k
Jump Financial, LLC Sold out -39,100-39.1k

Biggest calls

CITADEL ADVISORS LLC Added $14.8m256.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $10.6m184.3k shares
Squarepoint Ops LLC Added $5.1m87.9k shares
WOLVERINE TRADING, LLC New $2.9m52.3k shares
D. E. Shaw & Co., Inc. Added $1.8m31.1k shares
SIMPLEX TRADING, LLC Added $1.8m30.8k shares
GROUP ONE TRADING LLC Added $1.7m30.1k shares
CAPITAL FUND MANAGEMENT S.A. New $1.1m19.0k shares
MILLENNIUM MANAGEMENT LLC New $854.1k14.8k shares
Walleye Trading LLC Added $363.6k6.3k shares

Biggest puts

Sculptor Capital LP Unchanged $8.8m153.2k shares
UBS Group AG Added $5.9m102.4k shares
Chanos & Co LP Added $3.5m61.4k shares
Squarepoint Ops LLC Added $3.2m54.7k shares
CITADEL ADVISORS LLC Reduced $2.1m36.4k shares
MILLENNIUM MANAGEMENT LLC New $1.9m32.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.7m29.2k shares
CAPITAL FUND MANAGEMENT S.A. New $1.2m21.1k shares
Arbiter Partners Capital Management LLC Reduced $1.2m20.1k shares
D. E. Shaw & Co., Inc. Added $1.2m20.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-17 6.1% 1.3m 2025-04-17
VANGUARD GROUP INC 13G · institution +0.8 pts · filed 2025-07-29 5.5% +0.8 pts 1.2m 2025-07-29

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 1,320,6631.3m $76.2m $76.2m 0.00% Added +32.3k +32,334
2 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,134,4091.1m $65.5m $65.5m 0.00% Reduced -503.1k -503,149
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 977,182977.2k $56.4m $56.4m 0.00% Added +24.3k +24,275
4 VAN ECK ASSOCIATES CORP 0.07% of their portfolio NEW YORK, NY 553,891553.9k $32.0m $32.0m 0.07% Reduced -103.2k -103,151
5 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 512,380512.4k $29.6m $29.6m 0.01% Added +29.4k +29,399
6 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 364,764364.8k $21.1m $21.1m 0.01% Added +33.1k +33,097
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 346,068346.1k $20.0m $20.0m 0.00% Added +17.3k +17,348
8 Point72 Asset Management, L.P. 0.05% of their portfolio STAMFORD, CT 249,957250.0k $14.4m $14.4m 0.05% Reduced -24.9k -24,943
9 NORGES BANK 0.00% of their portfolio OSLO, Q8 234,314234.3k $13.5m $13.5m 0.00% Not comparable
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 217,881217.9k $12.6m $12.6m 0.00% Reduced -60.0k -60,039
11 Luxor Capital Group, LP 1.33% of their portfolio NEW YORK, NY 212,053212.1k $12.2m $12.2m 1.33% Reduced -205.1k -205,126
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 189,201189.2k $10.9m $10.9m 0.00% Added +128.9k +128,948
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 185,744185.7k $10.7m $10.7m 0.00% Added +18.4k +18,352
14 Yaupon Capital Management LP 1.26% of their portfolio NEW YORK, NY 161,037161.0k $9.3m $9.3m 1.26% Added +31.5k +31,474
15 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 154,921154.9k $8.9m $8.9m 0.02% Reduced -8.6k -8,551
16 Sculptor Capital LP 0.23% of their portfolio New York, NY 153,200153.2k $8.8m $8.8m 0.23% Unchanged
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 126,634126.6k $7.3m $7.3m 0.00% Added +2.6k +2,576
18 Schonfeld Strategic Advisors LLC 0.06% of their portfolio NEW YORK, NY 124,357124.4k $7.2m $7.2m 0.06% Reduced -63.2k -63,235
19 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 117,559117.6k $6.8m $6.8m 0.01% Added +116.2k +116,218
20 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 107,078107.1k $6.2m $6.2m 0.01% Reduced -18.3k -18,348
21 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 95,94595.9k $5.5m $5.5m 0.00% New
22 Amundi 0.00% of their portfolio Paris, I0 89,28589.3k $5.2m $5.2m 0.00% Reduced -15.9k -15,935
23 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 75,38875.4k $4.4m $4.4m 0.00% Added +45.4k +45,412
24 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 66,69766.7k $3.8m $3.8m 0.04% Added +60.1k +60,094
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 66,49366.5k $3.8m $3.8m 0.00% Added +1.8k +1,754
26 Weiss Multi-Strategy Advisers LLC 0.08% of their portfolio NEW YORK, NY 65,86765.9k $3.8m $3.8m 0.08% Reduced -1.7k -1,733
27 CWM, LLC 0.02% of their portfolio OMAHA, NE 65,18165.2k $3.8m $3.8m 0.02% Added +64.6k +64,590
28 Moody Aldrich Partners LLC 0.67% of their portfolio MARBLEHEAD, MA 59,87659.9k $3.5m $3.5m 0.67% Reduced -154 -154
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 58,09058.1k $3.4m $3.4m 0.00% Reduced -12.1k -12,143
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,52154.5k $3.1m $3.1m 0.00% Reduced -3.0k -2,969
31 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 53,70053.7k $3.1m $3.1m 0.00% Reduced -76.3k -76,300
32 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 50,29450.3k $2.9m $2.9m 0.00% Added +680 +680
33 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 49,34149.3k $2.8m $2.8m 0.07% Added +7.1k +7,126
34 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 49,28749.3k $2.8m $2.8m 0.03% New
35 CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio PARIS, I0 48,33548.3k $2.8m $2.8m 0.04% Added +25.0k +24,999
36 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 48,16048.2k $2.8m $2.8m 0.00% Reduced -41.7k -41,672
37 GeoSphere Capital Management, LLC 3.03% of their portfolio MIAMI BEACH, FL 47,50047.5k $2.7m $2.7m 3.03% Reduced -2.5k -2,500
38 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 43,25043.2k $2.5m $2.5m 0.01% Added +22.7k +22,697
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,28342.3k $2.5m $2.5m 0.00% Reduced -994 -994
40 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 41,70341.7k $2.4m $2.4m 0.00% Added +10.8k +10,849
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,19841.2k $2.4m $2.4m 0.00% Added +10.6k +10,594
42 Swiss National Bank 0.00% of their portfolio ZURICH, V8 39,70039.7k $2.3m $2.3m 0.00% Added +900 +900
43 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 37,15337.2k $2.1m $2.1m 0.01% Added +32.9k +32,867
44 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 35,15635.2k $2.0m $2.0m 0.01% New
45 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 33,40233.4k $1.9m $1.9m 0.00% Added +382 +382
46 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 32,39932.4k $1.9m $1.9m 0.00% Added +14.3k +14,326
47 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 29,95530.0k $1.7m $1.7m 0.00% Reduced -42.7k -42,698
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,72326.7k $1.5m $1.5m 0.00% New
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 26,46026.5k $1.5m $1.5m 0.00% Reduced -238 -238
50 Virtu Financial LLC 0.11% of their portfolio New York, NY 23,91123.9k $1.4m $1.4m 0.11% New
51 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 23,65323.7k $1.4m $1.4m 0.00% Added +11.8k +11,762
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 22,00422.0k $1.3m $1.3m 0.00% Reduced -274 -274
53 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 21,24821.2k $1.2m $1.2m 0.01% Reduced -3.1k -3,099
54 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 20,43520.4k $1.2m $1.2m 0.02% Added +6.2k +6,205
55 Boston Partners 0.00% of their portfolio BOSTON, MA 20,33520.3k $1.2m $1.2m 0.00% Added +3.4k +3,378
56 Polar Asset Management Partners Inc. 0.02% of their portfolio TORONTO, A6 20,20020.2k $1.2m $1.2m 0.02% New
57 Polar Capital Holdings Plc 0.01% of their portfolio London, X0 19,90019.9k $1.1m $1.1m 0.01% New
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 19,17319.2k $1.1m $1.1m 0.00% Added +1.1k +1,111
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,95818.0k $1.0m $1.0m 0.00% Added +4.6k +4,558
60 Legal & General Group Plc 0.00% of their portfolio London, X0 17,93117.9k $1.0m $1.0m 0.00% Added +1.7k +1,651
61 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 17,10017.1k $986.8k $986.8k 0.00% Unchanged
62 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,17516.2k $933.5k $933.5k 0.00% First filing
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,81115.8k $912.5k $912.5k 0.00% New
64 FOX RUN MANAGEMENT, L.L.C. 0.25% of their portfolio GREENWICH, CT 15,19915.2k $877.1k $877.1k 0.25% New
65 HITE Hedge Asset Management LLC 0.10% of their portfolio BRAINTREE, MA 14,27214.3k $823.6k $823.6k 0.10% New
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,39213.4k $772.9k $772.9k 0.00% Added +4.5k +4,544
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 13,30113.3k $767.6k $767.6k 0.00% Reduced -5.6k -5,617
68 DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio NEW YORK, NY 12,30812.3k $710.3k $710.3k 0.07% Added +4.3k +4,329
69 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 11,70711.7k $675.6k $675.6k 0.00% Unchanged
70 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 11,45711.5k $661.2k $661.2k 0.00% New
71 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 11,07111.1k $664.8k $664.8k 0.00% Unchanged
72 Tidal Investments LLC 0.02% of their portfolio Milwaukee, WI 10,68410.7k $617.0k $617.0k 0.02% Added +1.0k +1,041
73 Quantbot Technologies LP 0.04% of their portfolio NEW YORK, NY 10,35810.4k $597.8k $597.8k 0.04% Added +1.6k +1,582
74 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,27410.3k $592.9k $592.9k 0.00% Added +35 +35
75 Jade Capital Advisors, LLC 0.47% of their portfolio Essex Fells, NJ 10,00010.0k $577.1k $577.1k 0.47% New
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,97610.0k $575.7k $575.7k 0.00% Reduced -623 -623
77 Vectors Research Management, LLC 0.16% of their portfolio New York, NY 9,8819.9k $570.0k $570.0k 0.16% Reduced -784 -784
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 9,7589.8k $564.0k $564.0k 0.00% Added +303 +303
79 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,4559.5k $545.6k $545.6k 0.00% Unchanged
80 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 9,1009.1k $525.2k $525.2k 0.00% Added +1.1k +1,100
81 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 8,9158.9k $514.1k $514.1k 0.00% Reduced -6 -6
82 COURIER CAPITAL LLC 0.04% of their portfolio BUFFALO, NY 8,7568.8k $505.3k $505.3k 0.04% New
83 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 8,6378.6k $498.4k $498.4k 0.00% Added +256 +256
84 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,2138.2k $474.0k $474.0k 0.00% Reduced -3.0k -3,005
85 HARBOR CAPITAL ADVISORS, INC. 0.09% of their portfolio CHICAGO, IL 7,8107.8k $450.7k $450.7k 0.09% New
86 BARD ASSOCIATES INC 0.17% of their portfolio CHICAGO, IL 7,7007.7k $444.4k $444.4k 0.17% Unchanged
87 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,6447.6k $441.1k $441.1k 0.00% Reduced -34 -34
88 U S GLOBAL INVESTORS INC 0.03% of their portfolio SAN ANTONIO, TX 7,5007.5k $432.8k $432.8k 0.03% Unchanged
89 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 7,4657.5k $448.3k $448.3k 0.00% Unchanged
90 Whitener Capital Management, Inc. 0.16% of their portfolio Rocky Mount, NC 7,3057.3k $421.6k $421.6k 0.16% New
91 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 7,2287.2k $417.1k $417.1k 0.00% Reduced -2.0k -2,026
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,2247.2k $417.0k $417.0k 0.00% Added +295 +295
93 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 7,1157.1k $410.6k $410.6k 0.00% Added +464 +464
94 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 6,5426.5k $377.5k $377.5k 0.01% New
95 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 6,4696.5k $373.0k $373.0k 0.00% Added +537 +537
96 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,2716.3k $362.0k $362.0k 0.00% Added +571 +571
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,8275.8k $336.3k $336.3k 0.00% Added +5.4k +5,369
98 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 5,5265.5k $318.9k $318.9k 0.01% New
99 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 5,1185.1k $295.4k $295.4k 0.00% Reduced -100 -100
100 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 5,0905.1k $293.7k $293.7k 0.00% Reduced -210 -210