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Plains All American Pipeline

349 hedge funds and large institutions have $4.54B invested in Plains All American Pipeline in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $117M | Put options by funds: $69.7M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

3% more funds holding

Funds holding: 338349 (+11)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

0.75% more ownership

Funds ownership: 42.04%42.79% (+0.75%)

1% more capital invested

Capital invested by funds: $4.51B → $4.54B (+$29.3M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
48
Increased
101
Reduced
98
Closed
33
Calls
$117M
Puts
$69.7M
Net Calls
+$47.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$3.06M +$41K +2,687 +1%
Jane Street
77
Jane Street
New York
$3.01M +$565K +37,005 +23%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$2.94M -$8.64M -565,767 -74%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.89M -$7.93K -519 -0.3%
AP
80
Americana Partners
Texas
$2.77M +$53.5K +3,504 +2%
AAM
81
Advisors Asset Management
Colorado
$2.74M +$30.1K +1,969 +1%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.64M +$1.25M +81,684 +88%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$2.57M +$143K +9,361 +6%
EM
84
ELCO Management
New York
$2.47M +$85.4K +5,591 +4%
Cerity Partners
85
Cerity Partners
New York
$2.45M +$164K +10,738 +7%
MAP
86
Moody Aldrich Partners
Massachusetts
$2.4M
CGA
87
Crescent Grove Advisors
Illinois
$2.27M -$557K -36,476 -20%
IF
88
Intrua Financial
Texas
$2.23M
ACP
89
Aviance Capital Partners
Florida
$2.2M -$101K -6,630 -4%
BRWA
90
B. Riley Wealth Advisors
Florida
$2.17M -$344K -22,546 -14%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.17M +$178K +11,669 +9%
Stifel Financial
92
Stifel Financial
Missouri
$2.12M -$127K -8,327 -6%
MIM
93
Morningstar Investment Management
Illinois
$2.03M +$2.38K +156 +0.1%
NIM
94
NXG Investment Management
Texas
$2M -$75.2K -4,925 -4%
VanEck Associates
95
VanEck Associates
New York
$1.92M +$900K +58,954 +87%
US Bancorp
96
US Bancorp
Minnesota
$1.82M -$43.3K -2,834 -2%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$1.82M -$71K -4,651 -4%
CAN
98
Cetera Advisor Networks
California
$1.79M +$193K +12,665 +12%
IWA
99
Icon Wealth Advisors
Texas
$1.71M +$1.72M +112,588 New
OA
100
Oxbow Advisors
Texas
$1.68M -$26K -1,700 -2%

PAA Hedge Fund Activity: Q4 2023 in Review

349 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2023, worth a combined $4.54B — up 0.65% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 33 closed out — a net gain of 15 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was ALPS Advisors, cutting an estimated $96.2M.

  • 349 institutional investors held Plains All American Pipeline (PAA) as of Q4 2023, up from 338 in Q3 2023.
  • Funds reported $4.54B of Plains All American Pipeline stock for Q4 2023, up 0.65% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Plains All American Pipeline buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Plains All American Pipeline seller in Q4 2023 was ALPS Advisors, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2023.