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Plains All American Pipeline

325 hedge funds and large institutions have $4.05B invested in Plains All American Pipeline in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $123M | Put options by funds: $66.7M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.64% less ownership

Funds ownership: 41.81%41.16% (-0.64%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

2% less funds holding

Funds holding: 331325 (-6)

6% less capital invested

Capital invested by funds: $4.33B → $4.05B (-$278M)

Holders
325
Holders Change
-6
Holders Change %
-1.81%
% of All Funds
5.1%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
24
Increased
89
Reduced
98
Closed
26
Calls
$123M
Puts
$66.7M
Net Calls
+$56.8M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$746K -$655K -49,600 -48%
Truist Financial
127
Truist Financial
North Carolina
$723K +$46.1K +3,495 +7%
BCM
128
Basso Capital Management
Connecticut
$712K -$27.7K -2,100 -4%
PFS
129
Prospera Financial Services
Texas
$699K -$2.14K -162 -0.3%
SGCA
130
Steel Grove Capital Advisors
Tennessee
$689K -$5.76K -436 -0.9%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$683K -$106K -8,028 -14%
BMCM
132
Burns Matteson Capital Management
New York
$667K +$625K +47,296 New
GA
133
Geller Advisors
New York
$638K
GC
134
Guggenheim Capital
Illinois
$626K +$35.9K +2,717 +7%
ProShare Advisors
135
ProShare Advisors
Maryland
$602K +$9.56K +724 +2%
MGIA
136
Moneta Group Investment Advisors
Missouri
$599K
LC
137
Lindbrook Capital
California
$580K -$282K -21,360 -34%
BIAS
138
Beacon Investment Advisory Services
New Jersey
$577K
CFB
139
Cullen/Frost Bankers
Texas
$573K -$28.4K -2,150 -5%
WA
140
Wealth Alliance
New York
$569K +$25.6K +1,937 +5%
EWA
141
Exencial Wealth Advisors
Oklahoma
$568K -$44.9K -3,400 -8%
AWM
142
Apollon Wealth Management
South Carolina
$545K +$139K +10,496 +37%
SPIA
143
Steward Partners Investment Advisory
New York
$529K -$15.4K -1,167 -3%
ECG
144
Edge Capital Group
Georgia
$522K +$15.5K +1,173 +3%
ZCM
145
Ziegler Capital Management
Illinois
$502K -$15.5K -1,176 -3%
HFM
146
Hartford Financial Management
Connecticut
$495K +$13.3K +1,005 +3%
DF
147
Donoghue Forlines
Massachusetts
$462K -$159K -12,061 -27%
SCA
148
Sippican Capital Advisors
Massachusetts
$462K
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$447K -$97.9K -7,411 -19%
Brown Advisory
150
Brown Advisory
Maryland
$441K

PAA Hedge Fund Activity: Q2 2023 in Review

325 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q2 2023, worth a combined $4.05B — down 6.4% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PAA and 24 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 89 added.

The largest buyer was Blackstone Inc, adding an estimated $80.9M. The largest seller was ALPS Advisors, cutting an estimated $55.6M.

  • 325 institutional investors held Plains All American Pipeline (PAA) as of Q2 2023, down from 331 in Q1 2023.
  • Funds reported $4.05B of Plains All American Pipeline stock for Q2 2023, down 6.4% quarter-over-quarter.
  • 24 funds opened new Plains All American Pipeline positions in Q2 2023 and 26 closed out, a net change of -2 holders.
  • The largest Plains All American Pipeline buyer in Q2 2023 was Blackstone Inc, an estimated $80.9M added.
  • The largest Plains All American Pipeline seller in Q2 2023 was ALPS Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2023.