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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
CFG
476
CKW Financial Group
Hawaii
$118K
QAM
477
QCI Asset Management
New York
$117K -$3.98K -75 -3%
ED
478
Exane Derivatives
France
$116K +$120K +2,263 New
TCOV
479
Trust Company of Vermont
Vermont
$115K
WTB
480
Washington Trust Bank
Washington
$114K -$142K -2,680 -55%
Envestnet Asset Management
481
Envestnet Asset Management
Illinois
$114K +$99.1K +1,865 +519%
MA
482
MUFG Americas
New York
$111K +$75K +1,412 +188%
RIA
483
Regal Investment Advisors
Michigan
$104K
JIR
484
James Investment Research
Ohio
$103K
WIL
485
Winifred I. Li
$103K
WA
486
WealthTrust-Arizona
Arizona
$100K +$98.4K +1,852 +1,852%
BRWM
487
B. Riley Wealth Management
Tennessee
$97K +$13.3K +250 +15%
CGT
488
Capital Guardian Trust
California
$90K -$12.3K -231 -12%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$89K +$90.3K +1,700 +5,667%
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K
FNBSF
491
First National Bank Sioux Falls
South Dakota
$82K
ST
492
Smithfield Trust
Pennsylvania
$79K
LIA
493
LS Investment Advisors
Michigan
$77K
IP
494
Isthmus Partners
Wisconsin
$77K +$79.7K +1,500 New
CA
495
Cumberland Advisors
Florida
$71K +$5.31K +100 +8%
ATC
496
Adirondack Trust Company
New York
$69K
HCM
497
Highlander Capital Management
New Jersey
$66K -$15.9K -300 -19%
PC
498
Permanens Capital
New York
$64K +$66.4K +1,250 New
DAM
499
Delta Asset Management
Tennessee
$62K
HR
500
Howe & Rusling
New York
$62K

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.