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Plains All American Pipeline

349 hedge funds and large institutions have $4.54B invested in Plains All American Pipeline in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $117M | Put options by funds: $69.7M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

3% more funds holding

Funds holding: 338349 (+11)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

0.75% more ownership

Funds ownership: 42.04%42.79% (+0.75%)

1% more capital invested

Capital invested by funds: $4.51B → $4.54B (+$29.3M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
48
Increased
101
Reduced
98
Closed
33
Calls
$117M
Puts
$69.7M
Net Calls
+$47.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
251
Fisher Asset Management
Washington
$165K +$167K +10,919 New
ST
252
Sabal Trust
Florida
$163K +$165K +10,788 New
FSA
253
Financial Sense Advisors
California
$162K +$163K +10,689 New
SIMG
254
Sonora Investment Management Group
Arizona
$160K +$162K +10,584 New
WW
255
Waterfront Wealth
Kansas
$160K
AMIM
256
Aull & Monroe Investment Management
Alabama
$159K
CFGS
257
Concourse Financial Group Securities
Alabama
$157K +$78.4K +5,135 +99%
CSC
258
Caldwell Sutter Capital
California
$153K -$5.93K -388 -4%
GA
259
GoalVest Advisory
New York
$148K
Bessemer Group
260
Bessemer Group
New Jersey
$144K
POIA
261
Pin Oak Investment Advisors
Texas
$139K
PS
262
Principal Securities
Iowa
$138K +$140K +9,136 New
AIC
263
Archer Investment Corporation
Indiana
$121K
FHA
264
First Horizon Advisors
Tennessee
$116K
ASN
265
Advisory Services Network
Georgia
$112K +$113K +7,404 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$110K +$2.84K +186 +3%
TH
267
TCTC Holdings
Texas
$107K
TCWA
268
Turtle Creek Wealth Advisors
Texas
$104K +$105K +6,867 New
AF
269
Allworth Financial
California
$94.6K
CM
270
Cercano Management
Washington
$92.4K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$89K -$2.78K -182 -3%
CBT
272
CoreFirst Bank & Trust
Kansas
$86.2K
SOW
273
State of Wyoming
Wyoming
$85.4K -$185K -12,116 -68%
PH
274
Pinnacle Holdings
Oklahoma
$85K -$12.2K -800 -12%
RIL
275
Rothschild Investment LLC
Illinois
$83.3K +$84K +5,500 New

PAA Hedge Fund Activity: Q4 2023 in Review

349 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2023, worth a combined $4.54B — up 0.65% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 33 closed out — a net gain of 15 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was ALPS Advisors, cutting an estimated $96.2M.

  • 349 institutional investors held Plains All American Pipeline (PAA) as of Q4 2023, up from 338 in Q3 2023.
  • Funds reported $4.54B of Plains All American Pipeline stock for Q4 2023, up 0.65% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Plains All American Pipeline buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Plains All American Pipeline seller in Q4 2023 was ALPS Advisors, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2023.