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Plains All American Pipeline
PAA

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: 338 → 349 (+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: 14 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$106M
2
UBS Group
UBS Group
Switzerland
+$61.6M
3
BC
Brookfield Corp
Ontario, Canada
+$49.4M
4
Bank of America
Bank of America
North Carolina
+$32.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
-$96.2M
2
TCA
Tortoise Capital Advisors
Kansas
-$27.1M
3
HAI
Hennessy Advisors Inc
California
-$22.5M
4
N
Natixis
France
-$22.5M
5
Goldman Sachs
Goldman Sachs
New York
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DS
101
DRW Securities
Illinois
$1.66M +$1.67M +109,668 New
PMAM
102
Penn Mutual Asset Management
Pennsylvania
$1.66M – – –
PAG
103
Private Advisor Group
New Jersey
$1.6M +$28.9K +1,895 +2%
SI
104
Stephens Inc
Arkansas
$1.57M -$57.2K -3,748 -3%
FSA
105
Fort Sheridan Advisors
Illinois
$1.55M +$146K +9,549 +10%
CIS
106
Custom Index Systems
New York
$1.53M +$1.54M +100,728 New
CCM
107
Cohen Capital Management
California
$1.45M – – –
BF
108
BOK Financial
Oklahoma
$1.43M +$22.1K +1,450 +2%
WANY
109
Wealthspire Advisors (New York)
New York
$1.42M -$263K -17,250 -16%
WAAG
110
Wealth Alliance Advisory Group
Kansas
$1.27M +$17K +1,112 +1%
BPA
111
Beacon Pointe Advisors
California
$1.27M +$578K +37,827 +83%
PFS
112
Prospect Financial Services
New York
$1.25M +$1.26M +82,558 New
FFG
113
Fortem Financial Group
California
$1.24M -$67.6K -4,426 -5%
LC
114
Lindbrook Capital
California
$1.22M +$652K +42,700 +112%
GHAM
115
Gilman Hill Asset Management
Connecticut
$1.22M – – –
Osaic Holdings
116
Osaic Holdings
Arizona
$1.19M +$932 +61 +0.1%
BIM
117
Bridges Investment Management
Nebraska
$1.18M – – –
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.15M -$247K -16,148 -18%
QCG
119
Quadrant Capital Group
Ohio
$1.15M – – –
AWS
120
Atria Wealth Solutions
New York
$1.12M -$152K -9,983 -12%
IAA
121
Independent Advisor Alliance
North Carolina
$1.1M – – –
CG
122
Clarus Group
Texas
$1.04M -$84.3K -5,519 -7%
UB
123
UMB Bank
Missouri
$1.03M +$184K +12,046 +21%
SAM
124
Silvercrest Asset Management
New York
$1.01M -$93.5K -6,120 -8%
MA
125
MONECO Advisors
Connecticut
$1.01M +$1.02M +66,526 New
3 4
5
6 7

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.