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Plains All American Pipeline

341 hedge funds and large institutions have $2.96B invested in Plains All American Pipeline in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $2.78B → $2.96B (+$182M)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

1.17% less ownership

Funds ownership: 46.25%45.08% (-1.2%)

2% less funds holding

Funds holding: 349341 (-8)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

48% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $50.3M

Holders
341
Holders Change
-8
Holders Change %
-2.29%
% of All Funds
5.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
34
Increased
107
Reduced
103
Closed
39
Calls
$26.3M
Puts
$50.3M
Net Calls
-$24M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
Wealthstreet Investment Advisors
Texas
$125K -$9.14K -1,000 -7%
QCG
227
Quadrant Capital Group
Ohio
$124K +$96K +10,503 +340%
POIA
228
Pin Oak Investment Advisors
Texas
$122K -$1.46K -160 -1%
MML Investors Services
229
MML Investors Services
Massachusetts
$120K +$121K +13,186 New
KW
230
KWB Wealth
California
$116K +$7.97K +872 +7%
RIL
231
Rothschild Investment LLC
Illinois
$115K
IFG
232
Independent Financial Group
California
$115K +$1.83K +200 +2%
SFS
233
Sowell Financial Services
Arkansas
$114K -$159K -17,434 -59%
SPC
234
Sigma Planning Corp
Michigan
$114K +$115K +12,574 New
SNBOSCI
235
Security National Bank of Sioux City Iowa
Iowa
$113K
Wolverine Trading
236
Wolverine Trading
Illinois
$113K +$116K +12,732 New
RIG
237
Roosevelt Investment Group
New York
$111K
WHG
238
Westwood Holdings Group
Texas
$111K +$5.36K +586 +5%
ECG
239
Edge Capital Group
Georgia
$109K -$123K -13,406 -53%
HNB
240
Huntington National Bank
Ohio
$109K
ANI
241
American National Insurance
Texas
$108K -$302 -33 -0.3%
WA
242
WealthTrust Axiom
Pennsylvania
$107K +$6.85K +750 +7%
AMIM
243
Aull & Monroe Investment Management
Alabama
$105K
TFCP
244
Twin Focus Capital Partners
Massachusetts
$102K +$2.09K +229 +2%
SWP
245
Stratos Wealth Partners
Ohio
$98K -$39.2K -4,294 -28%
DADC
246
D.A. Davidson & Co
Montana
$98K -$10.2K -1,121 -9%
LDFR
247
Lehman & Derafelo Financial Resources
Pennsylvania
$97K
LWMG
248
Levy Wealth Management Group
Pennsylvania
$97K +$64 +7 +0.1%
HCM
249
Hengehold Capital Management
Ohio
$96K -$54.8K -6,000 -36%
RSWM
250
Robertson Stephens Wealth Management
California
$96K +$97.3K +10,643 New

PAA Hedge Fund Activity: Q1 2021 in Review

341 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2021, worth a combined $2.96B — up 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PAA and 34 opened new positions — a net loss of 5 holders — while 103 trimmed existing stakes and 107 added.

The largest buyer was Bank of America, adding an estimated $35.1M. The largest seller was Morgan Stanley, cutting an estimated $26.6M.

  • 341 institutional investors held Plains All American Pipeline (PAA) as of Q1 2021, down from 349 in Q4 2020.
  • Funds reported $2.96B of Plains All American Pipeline stock for Q1 2021, up 6.5% quarter-over-quarter.
  • 34 funds opened new Plains All American Pipeline positions in Q1 2021 and 39 closed out, a net change of -5 holders.
  • The largest Plains All American Pipeline buyer in Q1 2021 was Bank of America, an estimated $35.1M added.
  • The largest Plains All American Pipeline seller in Q1 2021 was Morgan Stanley, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2021.