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Plains All American Pipeline
PAA

335 hedge funds and large institutions have $3.44B invested in Plains All American Pipeline in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

36% more call options, than puts

Call options by funds: $124M | Put options by funds: $91.2M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

9% more capital invested

Capital invested by funds: $3.17B → $3.44B (+$275M)

3% more funds holding

Funds holding: 324 → 335 (+11)

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

0.49% more ownership

Funds ownership: 43.12% → 43.61% (+0.49%)

Holders
335
Holders Change
+11
Holders Change %
+3.4%
% of All Funds
5.38%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
42
Increased
98
Reduced
97
Closed
24
Calls
$124M
Puts
$91.2M
Net Calls
+$32.8M
Net Calls Change
+$14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.4M
2
IG
ING Group
Netherlands
+$44.4M
3
Goldman Sachs
Goldman Sachs
New York
+$38.2M
4
WHG
Westwood Holdings Group
Texas
+$37.8M
5
Invesco
Invesco
Georgia
+$19M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$59.5M
2
Bank of America
Bank of America
North Carolina
-$44.2M
3
TCA
Tortoise Capital Advisors
Kansas
-$26M
4
BC
Brookfield Corp
Ontario, Canada
-$25.2M
5
CCM
Chickasaw Capital Management
Tennessee
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$673K +$11.1K +938 +2%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$635K +$15.9K +1,341 +3%
GA
128
GraniteShares Advisors
New York
$634K +$639K +53,979 New
BCM
129
Basso Capital Management
Connecticut
$619K +$623K +52,600 New
PFS
130
Prospera Financial Services
Texas
$607K +$28.3K +2,386 +5%
HM
131
Heronetta Management
New York
$595K – – –
VanEck Associates
132
VanEck Associates
New York
$592K -$19.6K -1,652 -3%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$587K +$12.6K +1,060 +2%
Victory Capital Management
134
Victory Capital Management
Texas
$587K -$284 -24 -0%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$584K -$24K -2,025 -4%
DF
136
Donoghue Forlines
Massachusetts
$584K +$285K +24,058 +94%
ECG
137
Edge Capital Group
Georgia
$556K -$1.68M -141,411 -75%
GA
138
Geller Advisors
New York
$532K – – –
IAIM
139
International Assets Investment Management
Florida
$532K +$536K +45,268 New
Truist Financial
140
Truist Financial
North Carolina
$530K -$67.1K -5,668 -11%
EWA
141
Exencial Wealth Advisors
Oklahoma
$514K – – –
CFB
142
Cullen/Frost Bankers
Texas
$503K +$222K +18,754 +78%
MGIA
143
Moneta Group Investment Advisors
Missouri
$500K -$28.1K -2,372 -6%
VF
144
Virtu Financial
New York
$490K +$494K +41,688 New
BIAS
145
Beacon Investment Advisory Services
New Jersey
$481K – – –
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$466K -$6.38K -539 -1%
SPIA
147
Steward Partners Investment Advisory
New York
$453K -$3.23K -273 -0.7%
GC
148
Guggenheim Capital
Illinois
$449K +$45.5K +3,839 +11%
ZCM
149
Ziegler Capital Management
Illinois
$432K – – –
HFM
150
Hartford Financial Management
Connecticut
$401K – – –
4 5
6
7 8

PAA Hedge Fund Activity: Q4 2022 in Review

335 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2022, worth a combined $3.44B — up 8.7% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PAA positions and 24 closed out — a net gain of 18 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.4M. The largest seller was Blackstone Inc, cutting an estimated $59.5M.

  • 335 institutional investors held Plains All American Pipeline (PAA) as of Q4 2022, up from 324 in Q3 2022.
  • Funds reported $3.44B of Plains All American Pipeline stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 42 funds opened new Plains All American Pipeline positions in Q4 2022 and 24 closed out, a net change of +18 holders.
  • The largest Plains All American Pipeline buyer in Q4 2022 was Morgan Stanley, an estimated $46.4M added.
  • The largest Plains All American Pipeline seller in Q4 2022 was Blackstone Inc, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2022.