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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
TWA
501
TCI Wealth Advisors
Arizona
$62K
WC
502
Whitnell & Co
Illinois
$61K +$22.6K +426 +55%
HDIM
503
Hanson & Doremus Investment Management
Vermont
$59K
PSC
504
Prentiss Smith & Co
Vermont
$59K +$53.1K +1,000 +714%
FWM
505
Focused Wealth Management
New York
$58K
RC
506
RegentAtlantic Capital
New Jersey
$51.2K +$53K +998 New
TDC
507
Thompson Davis & Co
Virginia
$51K +$18.6K +350 +54%
SFWA
508
Summit Financial Wealth Advisors
Louisiana
$51K +$53.1K +1,000 New
Simplex Trading
509
Simplex Trading
Illinois
$50K +$51.3K +966 New
TFA
510
Transamerica Financial Advisors
Florida
$47K
FANJ
511
Financial Architects (New Jersey)
New Jersey
$46K +$29.1K +548 +160%
RFA
512
Reilly Financial Advisors
California
$43K
Cohen & Steers
513
Cohen & Steers
New York
$40K
M
514
MOTCO
Texas
$37K
NCM
515
Nelson Capital Management
California
$37K
PCM
516
Prelude Capital Management
New York
$36K +$37.2K +700 New
CFA
517
Camarda Financial Advisors
Florida
$34K +$35.6K +670 New
BFEC
518
Benjamin F. Edwards & Company
Missouri
$33K -$5.31K -100 -13%
FBT
519
Founders Bank & Trust
Michigan
$31K
TIM
520
Tortoise Investment Management
New York
$31K
CB
521
Community Bank
New York
$31K +$31.9K +600 New
WF
522
WealthTrust Fairport
Ohio
$30K
CAL
523
Capital Advisors Ltd
Ohio
$29K
BC
524
Bartlett & Co
Ohio
$28K
MCM
525
MV Capital Management
Maryland
$26K

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.