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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
Chevy Chase Trust
401
Chevy Chase Trust
Maryland
$290K
DWT
402
Dorsey & Whitney Trust
South Dakota
$286K
RIM
403
Regent Investment Management
Kentucky
$282K +$292K +5,500 New
HC
404
HHG & Company
Connecticut
$280K +$290K +5,458 New
GG
405
Gofen & Glossberg
Illinois
$278K
FWM
406
Frontier Wealth Management
Missouri
$276K +$286K +5,384 New
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$275K -$25.7K -483 -8%
BPBT
408
Boston Private Bank & Trust
Massachusetts
$275K
FFA
409
First Foundation Advisors
California
$274K -$355K -6,677 -56%
CC
410
Capital Counsel
New York
$272K
S
411
StratiFi
California
$272K +$282K +5,300 New
PAM
412
Private Asset Management
California
$271K
SFA
413
Sequoia Financial Advisors
Ohio
$270K -$44.4K -835 -14%
CIA
414
Capital Investment Advisors
Georgia
$268K -$13.7K -257 -5%
PWLP
415
Prio Wealth Limited Partnership
Massachusetts
$268K
SNBOSCI
416
Security National Bank of Sioux City Iowa
Iowa
$263K
STMM
417
South Texas Money Management
Texas
$262K +$271K +5,106 New
FCCM
418
First City Capital Management
Georgia
$262K
NAM
419
North American Management
Massachusetts
$258K -$256K -4,810 -49%
DFIM
420
Detwiler Fenton Investment Management
Massachusetts
$257K
EAM
421
Evanson Asset Management
California
$257K +$52K +979 +24%
SCM
422
Sterneck Capital Management
Missouri
$257K +$53.1K +1,000 +25%
AAIM
423
American Assets Investment Management
California
$257K +$266K +5,000 New
CCM
424
CrestPoint Capital Management
Missouri
$257K +$266K +5,000 New
HSBC Holdings
425
HSBC Holdings
United Kingdom
$253K -$75.9K -1,428 -22%

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.