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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
CCA
526
Catalyst Capital Advisors
New York
$22K +$19.4K +365 +570%
LFR
527
Lehman Financial Resources
Pennsylvania
$21K
SIG
528
Stanford Investment Group
California
$21K
BBPWM
529
Blue Bell Private Wealth Management
Pennsylvania
$20K
CHP
530
Cable Hill Partners
Oregon
$18K +$18.6K +350 New
WA
531
Winfield Associates
Ohio
$15K -$5.31K -100 -25%
ACS
532
Archford Capital Strategies
Illinois
$15K +$15.9K +300 New
MAS
533
Madden Advisory Services
Florida
$13K
SA
534
SRH Advisors
Kansas
$13K
CFA
535
Carroll Financial Associates
North Carolina
$12K -$119K -2,236 -91%
BAM
536
Brave Asset Management
New Jersey
$12K
PIM
537
Parasol Investment Management
Illinois
$12K
IFA
538
Interactive Financial Advisors
Illinois
$11K -$5.37K -101 -32%
PWM
539
ParenteBeard Wealth Management
Pennsylvania
$10.6K -$536K -10,095 -95%
GGPS
540
Gary Goldberg Planning Services
New York
$10K
HF
541
Hoxton Financial
West Virginia
$10K
TCM
542
Tradewinds Capital Management
Washington
$8K
ECM
543
Exchange Capital Management
Michigan
$8K +$106 +2 +1%
BRWA
544
B. Riley Wealth Advisors
Florida
$2.92K +$292K +5,506 +63%
GI
545
Gradient Investments
Minnesota
$2K -$2.6M -48,900 -100%
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$1K
TRCT
547
Tower Research Capital (TRC)
New York
$1K +$584 +11 New
Manulife (Manufacturers Life Insurance)
548
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$520 +$4.51K +85 +0.8%
PIM
549
Perkins Investment Management
Illinois
-$114M -1,928,503 Closed
PAMU
550
Pictet Asset Management (UK)
United Kingdom
-$52.5M -892,576 Closed

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.