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Plains All American Pipeline

325 hedge funds and large institutions have $4.05B invested in Plains All American Pipeline in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $123M | Put options by funds: $66.7M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.64% less ownership

Funds ownership: 41.81%41.16% (-0.64%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

2% less funds holding

Funds holding: 331325 (-6)

6% less capital invested

Capital invested by funds: $4.33B → $4.05B (-$278M)

Holders
325
Holders Change
-6
Holders Change %
-1.81%
% of All Funds
5.1%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
24
Increased
89
Reduced
98
Closed
26
Calls
$123M
Puts
$66.7M
Net Calls
+$56.8M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TIS
51
Tortoise Index Solutions
Kansas
$5.93M -$624K -47,281 -10%
AFG
52
American Financial Group
Ohio
$5.82M
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$5.8M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$5.49M +$399K +30,205 +8%
Jennison Associates
55
Jennison Associates
New York
$5.43M -$33.2K -2,514 -0.6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$5.32M +$359K +27,175 +8%
WPEP
57
Walnut Private Equity Partners
Nebraska
$4.97M +$1.61M +122,132 +53%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$4.84M -$99.8K -7,560 -2%
CM
59
Castleark Management
Illinois
$4.81M +$246K +18,650 +6%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$4.72M -$3.66M -276,992 -45%
TYCC
61
Texas Yale Capital Corp
Florida
$4.62M +$7.2K +545 +0.2%
SOAMC
62
Spirit of America Management Corp
New York
$4.54M +$162K +12,300 +4%
RJA
63
Raymond James & Associates
Florida
$4.41M -$1.51M -114,000 -27%
CGA
64
Crescent Grove Advisors
Illinois
$3.99M +$964K +72,978 +35%
GT
65
Glenmede Trust
Pennsylvania
$3.63M
CIBC World Market
66
CIBC World Market
Ontario, Canada
$3.44M +$248K +18,783 +8%
HF
67
HRT Financial
New York
$3.32M +$3.11M +235,462 New
LPL Financial
68
LPL Financial
California
$3.29M +$136K +10,325 +5%
JF
69
Jump Financial
Illinois
$3.13M +$2.94M +222,322 New
USCWA
70
U.S. Capital Wealth Advisors
Texas
$3.12M +$49.5K +3,750 +2%
AAM
71
Advisors Asset Management
Colorado
$3.07M +$58.6K +4,441 +2%
CPIG
72
Chicago Partners Investment Group
Illinois
$2.95M +$22.8K +1,723 +0.9%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.93M -$469K -35,533 -15%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$2.9M +$2.12M +160,627 +354%
Amundi
75
Amundi
France
$2.76M

PAA Hedge Fund Activity: Q2 2023 in Review

325 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q2 2023, worth a combined $4.05B — down 6.4% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PAA and 24 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 89 added.

The largest buyer was Blackstone Inc, adding an estimated $80.9M. The largest seller was ALPS Advisors, cutting an estimated $55.6M.

  • 325 institutional investors held Plains All American Pipeline (PAA) as of Q2 2023, down from 331 in Q1 2023.
  • Funds reported $4.05B of Plains All American Pipeline stock for Q2 2023, down 6.4% quarter-over-quarter.
  • 24 funds opened new Plains All American Pipeline positions in Q2 2023 and 26 closed out, a net change of -2 holders.
  • The largest Plains All American Pipeline buyer in Q2 2023 was Blackstone Inc, an estimated $80.9M added.
  • The largest Plains All American Pipeline seller in Q2 2023 was ALPS Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2023.