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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
IWA
101
Icon Wealth Advisors
Texas
$1.98M
PIWA
102
Prevail Innovative Wealth Advisors
Kansas
$1.94M +$1.79M +110,700 New
PAG
103
Private Advisor Group
New Jersey
$1.86M +$32 +2 +0%
FSA
104
Fort Sheridan Advisors
Illinois
$1.77M -$32.6K -2,017 -2%
SI
105
Stephens Inc
Arkansas
$1.68M -$122K -7,565 -7%
CCM
106
Cohen Capital Management
California
$1.68M
BF
107
BOK Financial
Oklahoma
$1.65M -$20.2K -1,250 -1%
CIS
108
Custom Index Systems
New York
$1.64M -$121K -7,481 -7%
WANY
109
Wealthspire Advisors (New York)
New York
$1.63M -$16.1K -1,000 -1%
AWS
110
Atria Wealth Solutions
New York
$1.53M +$215K +13,347 +18%
WAAG
111
Wealth Alliance Advisory Group
Kansas
$1.52M +$49.1K +3,039 +4%
SAM
112
Silvercrest Asset Management
New York
$1.5M +$298K +18,472 +28%
VanEck Associates
113
VanEck Associates
New York
$1.45M -$717K -44,395 -35%
GHAM
114
Gilman Hill Asset Management
Connecticut
$1.41M
HF
115
HRT Financial
New York
$1.4M -$9.82M -608,091 -88%
LC
116
Lindbrook Capital
California
$1.37M -$40.1K -2,481 -3%
FFG
117
Fortem Financial Group
California
$1.37M -$59.5K -3,687 -5%
BIM
118
Bridges Investment Management
Nebraska
$1.37M
PFS
119
Prospect Financial Services
New York
$1.35M -$92K -5,697 -7%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.33M -$1.27K -79 -0.1%
QCG
121
Quadrant Capital Group
Ohio
$1.33M
Creative Planning
122
Creative Planning
Kansas
$1.31M +$245K +15,184 +26%
PL
123
Parkwood LLC
Ohio
$1.31M +$1.2M +74,621 New
BPA
124
Beacon Pointe Advisors
California
$1.3M -$154K -9,569 -11%
Osaic Holdings
125
Osaic Holdings
Arizona
$1.27M -$95.8K -5,934 -8%

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.