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Plains All American Pipeline

361 hedge funds and large institutions have $5.11B invested in Plains All American Pipeline in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $120M | Put options by funds: $39.1M

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

13% more capital invested

Capital invested by funds: $4.54B → $5.11B (+$569M)

3% more funds holding

Funds holding: 349361 (+12)

0.77% less ownership

Funds ownership: 42.79%42.02% (-0.77%)

Holders
361
Holders Change
+12
Holders Change %
+3.44%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
105
Reduced
93
Closed
30
Calls
$120M
Puts
$39.1M
Net Calls
+$81.2M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
51
Hennessy Advisors Inc
California
$7.31M +$323K +20,000 +5%
Corient Private Wealth
52
Corient Private Wealth
Florida
$7.31M +$605K +37,506 +10%
AFG
53
American Financial Group
Ohio
$7.24M
WPEP
54
Walnut Private Equity Partners
Nebraska
$7.02M +$161K +10,000 +3%
Jennison Associates
55
Jennison Associates
New York
$6.74M -$81.8K -5,068 -1%
MSRPS
56
Maryland State Retirement & Pension System
Maryland
$6.66M +$99.5K +6,162 +2%
LPL Financial
57
LPL Financial
California
$6.4M +$785K +48,618 +15%
SOAMC
58
Spirit of America Management Corp
New York
$6.36M -$16.1K -1,000 -0.3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$6.23M +$94.8K +5,873 +2%
RJA
60
Raymond James & Associates
Florida
$5.5M +$70.7K +4,380 +1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$5.36M -$248K -15,370 -5%
CM
62
Castleark Management
Illinois
$5.28M
Fidelity Investments
63
Fidelity Investments
Massachusetts
$5.18M +$647K +40,062 +16%
First Trust Advisors
64
First Trust Advisors
Illinois
$5.06M -$2.38M -147,339 -34%
GT
65
Glenmede Trust
Pennsylvania
$4.63M -$438K -27,117 -9%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$4.42M +$4.06M +251,729 New
Amundi
67
Amundi
France
$4.15M
JCP
68
Jennifer C. Price
$4.14M +$3.63M +224,671 +2,028%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$4.12M +$791 +49 +0%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$4.05M -$189K -11,724 -5%
AP
71
Americana Partners
Texas
$3.91M +$646K +40,005 +22%
BlackRock
72
BlackRock
New York
$3.87M +$81 +5 +0%
CPIG
73
Chicago Partners Investment Group
Illinois
$3.76M +$49.7K +3,077 +1%
SPS
74
Susquehanna Portfolio Strategies
Pennsylvania
$3.65M -$8.31M -514,700 -71%
CAI
75
Capital Advisors Inc
Oklahoma
$3.59M -$1.21M -75,000 -27%

PAA Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2024, worth a combined $5.11B — up 13% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 30 closed out — a net gain of 14 holders — while 105 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 361 institutional investors held Plains All American Pipeline (PAA) as of Q1 2024, up from 349 in Q4 2023.
  • Funds reported $5.11B of Plains All American Pipeline stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q1 2024 was Invesco, an estimated $23M added.
  • The largest Plains All American Pipeline seller in Q1 2024 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.