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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
SIC
326
SJS Investment Consulting
Ohio
$7.58K
WWM
327
Wolff Wiese Magana
California
$7.58K
GWM
328
Geneos Wealth Management
Colorado
$7.44K -$3.07K -201 -29%
AssetMark Inc
329
AssetMark Inc
California
$7.04K +$122 +8 +2%
VNA
330
Valley National Advisers
Pennsylvania
$7K
GI
331
Gradient Investments
Minnesota
$6.14K -$1.68K -110 -21%
B
332
Birchbrook
Maine
$6.06K +$6.11K +400 New
FWA
333
FSC Wealth Advisors
New York
$6.06K +$6.11K +400 New
RG
334
Retirement Group
California
$5.51K
PPC
335
Park Place Capital
Alabama
$5.01K
Simplex Trading
336
Simplex Trading
Illinois
$5K -$19.1K -1,253 -79%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$4.59K -$7.64K -500 -63%
LFA
338
LGT Financial Advisors
Texas
$3.08K +$46 +3 +2%
CB
339
CNB Bank
Pennsylvania
$3.03K
AA
340
Addison Advisors
Vermont
$3.03K +$3.06K +200 New
AIM
341
Anchor Investment Management
South Carolina
$2.89K
RMC
342
Resources Management Corp
Connecticut
$2K
FMTCOCP
343
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$1.91K +125 New
CIA
344
Cape Investment Advisory
Georgia
$1.95K +$1.97K +129 New
TC
345
Tejara Capital
United Kingdom
$1.56K +$595K +38,940 New
CT
346
Colonial Trust
South Carolina
$1.21K
NS
347
NBC Securities
Alabama
$1K
JFA
348
JNBA Financial Advisors
Minnesota
$213
EWP
349
Elevation Wealth Partners
California
$16
SG Americas Securities
350
SG Americas Securities
New York
-$2.92M -190,715 Closed

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.