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Plains All American Pipeline

322 hedge funds and large institutions have $3.24B invested in Plains All American Pipeline in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 44.25%44.36% (+0.11%)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

4% less funds holding

Funds holding: 335322 (-13)

11% less capital invested

Capital invested by funds: $3.63B → $3.24B (-$391M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

55% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $66.7M

Holders
322
Holders Change
-13
Holders Change %
-3.88%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
27
Increased
97
Reduced
104
Closed
36
Calls
$30.1M
Puts
$66.7M
Net Calls
-$36.6M
Net Calls Change
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
226
Lehman & Derafelo Financial Resources
Pennsylvania
$138K +$29.1K +2,930 +27%
WA
227
WealthTrust Axiom
Pennsylvania
$137K +$3.48K +350 +3%
V
228
Veritable
Delaware
$136K -$99.3K -10,000 -43%
KW
229
KWB Wealth
California
$134K +$4.27K +430 +3%
VF
230
Virtu Financial
New York
$131K +$128K +12,927 New
RIL
231
Rothschild Investment LLC
Illinois
$128K
SNBOSCI
232
Security National Bank of Sioux City Iowa
Iowa
$126K +$123K +12,400 New
FMWA
233
Forvis Mazars Wealth Advisors
Missouri
$125K +$122K +12,300 New
RIG
234
Roosevelt Investment Group
New York
$124K
POIA
235
Pin Oak Investment Advisors
Texas
$123K -$7.95K -800 -6%
ANI
236
American National Insurance
Texas
$119K -$497 -50 -0.4%
CAN
237
Cetera Advisor Networks
California
$119K +$9.19K +925 +9%
ACS
238
Archford Capital Strategies
Illinois
$118K
KIA
239
KCM Investment Advisors
California
$117K +$1.9K +191 +2%
AC
240
Annandale Capital
Texas
$114K -$1.07M -107,453 -91%
QPWM
241
Quadrant Private Wealth Management
Pennsylvania
$114K -$47.6K -4,795 -30%
MSAM
242
Moloney Securities Asset Management
Missouri
$114K +$111K +11,166 New
BRWA
243
B. Riley Wealth Advisors
Florida
$111K +$50 +5 +0%
ATC
244
Adirondack Trust Company
New York
$109K +$59.6K +6,000 +125%
ATC
245
Argent Trust Co
Tennessee
$108K
RSWM
246
Robertson Stephens Wealth Management
California
$108K
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$107K -$3.47K -349 -3%
AMIM
248
Aull & Monroe Investment Management
Alabama
$107K +$104K +10,500 New
WS
249
Wedbush Securities
California
$104K -$1.41K -142 -1%
MC
250
Moors & Cabot
Massachusetts
$102K +$100K +10,100 New

PAA Hedge Fund Activity: Q3 2021 in Review

322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q3 2021, worth a combined $3.24B — down 11% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PAA and 27 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 97 added.

The largest buyer was Natixis, adding an estimated $22.9M. The largest seller was JP Morgan Chase, cutting an estimated $31M.

  • 322 institutional investors held Plains All American Pipeline (PAA) as of Q3 2021, down from 335 in Q2 2021.
  • Funds reported $3.24B of Plains All American Pipeline stock for Q3 2021, down 11% quarter-over-quarter.
  • 27 funds opened new Plains All American Pipeline positions in Q3 2021 and 36 closed out, a net change of -9 holders.
  • The largest Plains All American Pipeline buyer in Q3 2021 was Natixis, an estimated $22.9M added.
  • The largest Plains All American Pipeline seller in Q3 2021 was JP Morgan Chase, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2021.