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Plains All American Pipeline

331 hedge funds and large institutions have $4.33B invested in Plains All American Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $58.7M

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.44B → $4.33B (+$890M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

1% less funds holding

Funds holding: 335331 (-4)

1.81% less ownership

Funds ownership: 43.61%41.81% (-1.8%)

Holders
331
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
33
Increased
115
Reduced
79
Closed
32
Calls
$99.7M
Puts
$58.7M
Net Calls
+$41M
Net Calls Change
+$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
126
Steel Grove Capital Advisors
Tennessee
$614K -$5.12K -410 -0.8%
Truist Financial
127
Truist Financial
North Carolina
$595K +$33.7K +2,696 +6%
VanEck Associates
128
VanEck Associates
New York
$571K -$57.5K -4,602 -9%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$566K -$56.7K -4,539 -9%
GA
130
Geller Advisors
New York
$565K
DF
131
Donoghue Forlines
Massachusetts
$559K -$60.8K -4,867 -10%
EWA
132
Exencial Wealth Advisors
Oklahoma
$545K +$12 +1 +0%
CFB
133
Cullen/Frost Bankers
Texas
$534K
MGIA
134
Moneta Group Investment Advisors
Missouri
$530K +$29.8K +2,388 +6%
ProShare Advisors
135
ProShare Advisors
Maryland
$524K +$524K +42,003 New
GC
136
Guggenheim Capital
Illinois
$520K +$43.4K +3,475 +9%
BIAS
137
Beacon Investment Advisory Services
New Jersey
$510K
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$487K -$6.63K -531 -1%
AIA
139
Avalon Investment & Advisory
Texas
$486K +$147K +11,797 +43%
SPIA
140
Steward Partners Investment Advisory
New York
$482K +$2.01K +161 +0.4%
WA
141
Wealth Alliance
New York
$480K +$141K +11,268 +41%
ZCM
142
Ziegler Capital Management
Illinois
$459K
GFS
143
GYL Financial Synergies
Connecticut
$455K +$456K +36,518 New
ECG
144
Edge Capital Group
Georgia
$447K -$142K -11,369 -24%
HFM
145
Hartford Financial Management
Connecticut
$426K
SCA
146
Sippican Capital Advisors
Massachusetts
$408K
Brown Advisory
147
Brown Advisory
Maryland
$390K -$2.1K -168 -0.5%
HIM
148
Hillsdale Investment Management
Ontario, Canada
$372K +$372K +29,800 New
KeyBank National Association
149
KeyBank National Association
Ohio
$371K +$2.65K +212 +0.7%
DA
150
Doliver Advisors
Texas
$371K -$2.5K -200 -0.7%

PAA Hedge Fund Activity: Q1 2023 in Review

331 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2023, worth a combined $4.33B — up 26% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PAA positions and 32 closed out — a net gain of 1 holder — while 115 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $93.6M. The largest seller was Pathstone Family Office, cutting an estimated $86.8M.

  • 331 institutional investors held Plains All American Pipeline (PAA) as of Q1 2023, down from 335 in Q4 2022.
  • Funds reported $4.33B of Plains All American Pipeline stock for Q1 2023, up 26% quarter-over-quarter.
  • 33 funds opened new Plains All American Pipeline positions in Q1 2023 and 32 closed out, a net change of +1 holder.
  • The largest Plains All American Pipeline buyer in Q1 2023 was ALPS Advisors, an estimated $93.6M added.
  • The largest Plains All American Pipeline seller in Q1 2023 was Pathstone Family Office, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.