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Plains All American Pipeline

540 hedge funds and large institutions have $11.4B invested in Plains All American Pipeline in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $47M | Put options by funds: $36.2M

23% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 150

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

1.1% more ownership

Funds ownership: 58.44%59.53% (+1.1%)

0% more funds holding

Funds holding: 540540 (0)

11% less capital invested

Capital invested by funds: $12.7B → $11.4B (-$1.34B)

17% less funds holding in top 10

Funds holding in top 10: 4134 (-7)

Holders
540
Holders Change
Holders Change %
0%
% of All Funds
14.4%
Holding in Top 10
34
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.07%
% of All Funds
0.91%
New
64
Increased
185
Reduced
150
Closed
55
Calls
$47M
Puts
$36.2M
Net Calls
+$10.7M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Hodges Capital Management
Texas
$724K -$23.1K -434 -3%
LA
302
LVW Advisors
New York
$721K
CAN
303
Cetera Advisor Networks
California
$717K +$16.2K +305 +2%
ACP
304
Aviance Capital Partners
Florida
$715K +$76.3K +1,437 +11%
SCP
305
Sandhill Capital Partners
New York
$703K +$17.8K +336 +3%
MMG
306
Monetary Management Group
Missouri
$700K +$194K +3,645 +36%
GA
307
Geller Advisors
New York
$687K -$2.28K -43 -0.3%
LIM
308
Leavell Investment Management
Alabama
$684K +$12.2K +230 +2%
TTWM
309
TCV Trust & Wealth Management
Virginia
$665K +$497K +9,357 +260%
ECM
310
Estabrook Capital Management
New York
$660K -$21.2K -400 -3%
RMDI
311
R.M. Davis Inc
Maine
$659K
HT
312
HighTower Trust
Texas
$654K +$25.5K +480 +4%
PA
313
Pinnacle Associates
New York
$649K +$85.6K +1,612 +15%
FNT
314
First National Trust
Pennsylvania
$649K +$116K +2,185 +21%
HCM
315
Hollencrest Capital Management
California
$647K +$333K +6,272 +99%
RIG
316
Roosevelt Investment Group
New York
$640K -$26.7K -502 -4%
AI
317
ArchPoint Investors
Florida
$640K
SAM
318
Shamrock Asset Management
Texas
$636K +$129K +2,435 +24%
BIM
319
Bridges Investment Management
Nebraska
$629K +$15.1K +285 +2%
DDPIC
320
Deroy & Devereaux Private Investment Counsel
Michigan
$626K -$96K -1,807 -13%
JIC
321
Johnson Investment Counsel
Ohio
$622K -$35.1K -660 -5%
IT
322
Independence Trust
Tennessee
$620K
KIA
323
King Investment Advisors
Texas
$620K
AF
324
Affiance Financial
Minnesota
$620K +$642K +12,082 New
BOIA
325
Bush ODonnell Investment Advisors
Missouri
$593K

PAA Hedge Fund Activity: Q4 2014 in Review

540 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2014, worth a combined $11.4B — down 11% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PAA positions and 55 closed out — a net gain of 9 holders — while 185 added to existing stakes and 150 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $150M. The largest seller was Deutsche Bank, cutting an estimated $129M.

  • 540 institutional investors held Plains All American Pipeline (PAA) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $11.4B of Plains All American Pipeline stock for Q4 2014, down 11% quarter-over-quarter.
  • 64 funds opened new Plains All American Pipeline positions in Q4 2014 and 55 closed out, a net change of +9 holders.
  • The largest Plains All American Pipeline buyer in Q4 2014 was ALPS Advisors, an estimated $150M added.
  • The largest Plains All American Pipeline seller in Q4 2014 was Deutsche Bank, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2014.