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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
NFSG
301
Newbridge Financial Services Group
Florida
$28.2K
FFWM
302
Future Financial Wealth Management
Ohio
$28.1K +$25.8K +1,600 New
AF
303
Allworth Financial
California
$27.9K -$75.2K -4,656 -75%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$26K
EBA
305
Eagle Bay Advisors
New York
$25.7K +$23.6K +1,461 New
BWAM
306
Boyd Watterson Asset Management
Ohio
$25K
PTC
307
Private Trust Company
Ohio
$24.5K
AF
308
Advisornet Financial
Minnesota
$23.9K -$3.12K -193 -12%
RG
309
Retirement Group
California
$22.2K +$14.5K +900 +247%
ANBT
310
American National Bank & Trust
Texas
$21.9K
GRP
311
Global Retirement Partners
California
$21.9K
CA
312
Crewe Advisors
Utah
$21.8K +$20K +1,239 New
RFG
313
RFP Financial Group
Georgia
$21.5K
VWM
314
Venturi Wealth Management
Texas
$21.1K
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$20.9K
SWA
316
SOA Wealth Advisors
New York
$17.9K
BTI
317
Blue Trust Inc
Georgia
$17.6K
CT
318
Clearstead Trust
Maine
$17.6K
OP
319
ORG Partners
Indiana
$16.5K +$15K +930 New
FIM
320
Fernwood Investment Management
Massachusetts
$16K +$14.7K +910 New
TC
321
Trust Company
Kansas
$13.2K
FFL
322
Financial Freedom LLC
Ohio
$12.9K +$242 +15 +2%
VL
323
Vima LLC
Michigan
$12.5K
PA
324
PSI Advisors
Florida
$12.3K
TCM
325
Tradewinds Capital Management
Washington
$11.9K +$210 +13 +2%

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.