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Plains All American Pipeline

331 hedge funds and large institutions have $4.33B invested in Plains All American Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $58.7M

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.44B → $4.33B (+$890M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

1% less funds holding

Funds holding: 335331 (-4)

1.81% less ownership

Funds ownership: 43.61%41.81% (-1.8%)

Holders
331
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
33
Increased
115
Reduced
79
Closed
32
Calls
$99.7M
Puts
$58.7M
Net Calls
+$41M
Net Calls Change
+$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
226
FourThought Financial Partners
Florida
$144K
CG
227
Cutler Group
California
$136K +$128K +10,240 +1,533%
ATC
228
Adirondack Trust Company
New York
$135K
EFG
229
Ethos Financial Group
Pennsylvania
$134K
SCA
230
Snowden Capital Advisors
New York
$133K +$134K +10,700 New
WW
231
Waterfront Wealth
Kansas
$131K
AMIM
232
Aull & Monroe Investment Management
Alabama
$131K
Cerity Partners
233
Cerity Partners
New York
$131K +$6.24K +500 +5%
VVP
234
Venture Visionary Partners
Ohio
$129K +$129K +10,306 New
FNT
235
First National Trust
Pennsylvania
$128K +$128K +10,239 New
GA
236
GoalVest Advisory
New York
$126K +$4.41K +353 +4%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$126K
RIL
238
Rothschild Investment LLC
Illinois
$125K
CIM
239
Chiron Investment Management
New York
$125K +$61.6K +4,933 +97%
FA
240
FDx Advisors
Illinois
$119K
Bessemer Group
241
Bessemer Group
New Jersey
$118K
POIA
242
Pin Oak Investment Advisors
Texas
$114K
CMF
243
Counterpoint Mutual Funds
California
$104K +$104K +8,348 New
BWA
244
BDO Wealth Advisors
Florida
$104K +$83.8K +6,710 +419%
AIC
245
Archer Investment Corporation
Indiana
$99.8K
ASN
246
Advisory Services Network
Georgia
$98K +$62 +5 +0.1%
CSC
247
Caldwell Sutter Capital
California
$97.7K +$97.8K +7,833 New
FHA
248
First Horizon Advisors
Tennessee
$95.4K
TH
249
TCTC Holdings
Texas
$87.9K
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$84.2K

PAA Hedge Fund Activity: Q1 2023 in Review

331 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2023, worth a combined $4.33B — up 26% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PAA positions and 32 closed out — a net gain of 1 holder — while 115 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $93.6M. The largest seller was Pathstone Family Office, cutting an estimated $86.8M.

  • 331 institutional investors held Plains All American Pipeline (PAA) as of Q1 2023, down from 335 in Q4 2022.
  • Funds reported $4.33B of Plains All American Pipeline stock for Q1 2023, up 26% quarter-over-quarter.
  • 33 funds opened new Plains All American Pipeline positions in Q1 2023 and 32 closed out, a net change of +1 holder.
  • The largest Plains All American Pipeline buyer in Q1 2023 was ALPS Advisors, an estimated $93.6M added.
  • The largest Plains All American Pipeline seller in Q1 2023 was Pathstone Family Office, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.