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Plains All American Pipeline

361 hedge funds and large institutions have $5.11B invested in Plains All American Pipeline in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $120M | Put options by funds: $39.1M

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

13% more capital invested

Capital invested by funds: $4.54B → $5.11B (+$569M)

3% more funds holding

Funds holding: 349361 (+12)

0.77% less ownership

Funds ownership: 42.79%42.02% (-0.77%)

Holders
361
Holders Change
+12
Holders Change %
+3.44%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
105
Reduced
93
Closed
30
Calls
$120M
Puts
$39.1M
Net Calls
+$81.2M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Paradigm Asset Management
New York
$249K
APP
227
Avantax Planning Partners
Iowa
$246K
LWM
228
Lyell Wealth Management
California
$244K
FSA
229
Financial Sense Advisors
California
$244K +$51.6K +3,195 +30%
MCM
230
Mattern Capital Management
Colorado
$239K
HWM
231
HB Wealth Management
Georgia
$233K
WA
232
WealthTrust Axiom
Pennsylvania
$233K
PP
233
Pingora Partners
Wyoming
$232K
KW
234
KWB Wealth
California
$224K
DC
235
Davenport & Co
Virginia
$223K +$11.5K +714 +6%
SNBOSCI
236
Security National Bank of Sioux City Iowa
Iowa
$218K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$216K
MA
238
Mutual Advisors
Nebraska
$214K -$36.8K -2,281 -16%
KPWS
239
Kestra Private Wealth Services
Texas
$210K +$193K +11,985 New
TC
240
TownSquare Capital
Utah
$209K -$27.2K -1,685 -12%
VEA
241
Virtus ETF Advisers
New York
$208K +$191K +11,832 New
NRS
242
Neville Rodie & Shaw
New York
$205K
ACS
243
Archford Capital Strategies
Illinois
$203K
FFP
244
FourThought Financial Partners
Florida
$203K +$210 +13 +0.1%
CWM
245
Congress Wealth Management
Massachusetts
$202K +$3.18K +197 +2%
EH
246
Equitable Holdings
New York
$202K -$19.4K -1,200 -9%
SG Americas Securities
247
SG Americas Securities
New York
$201K +$184K +11,422 New
FNT
248
First National Trust
Pennsylvania
$198K
EA
249
Eclectic Associates
California
$197K -$4.13K -256 -2%
AIA
250
Arrow Investment Advisors
Maryland
$194K

PAA Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2024, worth a combined $5.11B — up 13% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 30 closed out — a net gain of 14 holders — while 105 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 361 institutional investors held Plains All American Pipeline (PAA) as of Q1 2024, up from 349 in Q4 2023.
  • Funds reported $5.11B of Plains All American Pipeline stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q1 2024 was Invesco, an estimated $23M added.
  • The largest Plains All American Pipeline seller in Q1 2024 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.