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Plains All American Pipeline

338 hedge funds and large institutions have $4.51B invested in Plains All American Pipeline in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

43% more call options, than puts

Call options by funds: $106M | Put options by funds: $73.9M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $4.05B → $4.51B (+$462M)

4% more funds holding

Funds holding: 325338 (+13)

0.88% more ownership

Funds ownership: 41.16%42.04% (+0.88%)

Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
38
Increased
105
Reduced
86
Closed
20
Calls
$106M
Puts
$73.9M
Net Calls
+$32M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$810K
PFS
127
Prospera Financial Services
Texas
$779K +$19.5K +1,301 +3%
BCM
128
Basso Capital Management
Connecticut
$774K
HCM
129
Hengehold Capital Management
Ohio
$771K +$462K +30,801 +158%
SGCA
130
Steel Grove Capital Advisors
Tennessee
$744K -$3.72K -248 -0.5%
DAM
131
Derbend Asset Management
Georgia
$734K -$189K -12,576 -21%
BPA
132
Beacon Pointe Advisors
California
$702K +$258K +17,239 +60%
ACA
133
Aptus Capital Advisors
Alabama
$698K -$187K -12,485 -22%
GA
134
Geller Advisors
New York
$694K
SPIA
135
Steward Partners Investment Advisory
New York
$660K +$83.7K +5,583 +15%
MGIA
136
Moneta Group Investment Advisors
Missouri
$651K
ProShare Advisors
137
ProShare Advisors
Maryland
$628K -$26.1K -1,739 -4%
BIAS
138
Beacon Investment Advisory Services
New Jersey
$627K
EWA
139
Exencial Wealth Advisors
Oklahoma
$625K +$7.09K +473 +1%
CFB
140
Cullen/Frost Bankers
Texas
$623K
VA
141
Verdad Advisers
Massachusetts
$613K +$600K +40,000 New
LC
142
Lindbrook Capital
California
$582K -$47.1K -3,145 -8%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$576K +$564K +37,612 New
GC
144
Guggenheim Capital
Illinois
$557K -$121K -8,042 -18%
ZCM
145
Ziegler Capital Management
Illinois
$545K
HFM
146
Hartford Financial Management
Connecticut
$538K
ECG
147
Edge Capital Group
Georgia
$538K -$28.8K -1,921 -5%
WA
148
Wealth Alliance
New York
$525K -$92.1K -6,147 -15%
DF
149
Donoghue Forlines
Massachusetts
$523K +$20.7K +1,381 +4%
AWM
150
Axxcess Wealth Management
California
$517K +$505K +33,715 New

PAA Hedge Fund Activity: Q3 2023 in Review

338 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q3 2023, worth a combined $4.51B — up 11% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PAA positions and 20 closed out — a net gain of 18 holders — while 105 added to existing stakes and 86 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $37.7M.

  • 338 institutional investors held Plains All American Pipeline (PAA) as of Q3 2023, up from 325 in Q2 2023.
  • Funds reported $4.51B of Plains All American Pipeline stock for Q3 2023, up 11% quarter-over-quarter.
  • 38 funds opened new Plains All American Pipeline positions in Q3 2023 and 20 closed out, a net change of +18 holders.
  • The largest Plains All American Pipeline buyer in Q3 2023 was Blackstone Inc, an estimated $207M added.
  • The largest Plains All American Pipeline seller in Q3 2023 was JP Morgan Chase, an estimated $37.7M sold.

Based on aggregated 13F filings for Q3 2023.