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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
V
151
Veritable
Delaware
$359K +$192K +15,400 +115%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$356K -$1.75K -140 -0.5%
AWM
153
Apollon Wealth Management
South Carolina
$351K
HI
154
Harbour Investments
Wisconsin
$350K
AWE
155
Avidian Wealth Enterprises
Texas
$350K +$48.2K +3,858 +16%
XT
156
XTX Topco
Cayman Islands
$336K +$16.4K +1,315 +5%
HT
157
HighTower Trust
Texas
$334K -$6.9K -553 -2%
BWP
158
Baldwin Wealth Partners
Massachusetts
$332K -$3.75K -300 -1%
Ameriprise
159
Ameriprise
Minnesota
$327K +$35K +2,800 +12%
IHL
160
Investment House LLC
California
$327K
LCM
161
Liberty Capital Management
Michigan
$304K
Wolverine Trading
162
Wolverine Trading
Illinois
$301K +$304K +24,332 New
GAM
163
Gould Asset Management
California
$291K
AWM
164
Axxcess Wealth Management
California
$290K +$97.9K +7,844 +51%
RW
165
Rede Wealth
Virginia
$288K +$300 +24 +0.1%
AWS
166
Arkfeld Wealth Strategies
Nebraska
$287K +$1.54K +123 +0.6%
CSIC
167
Clifford Swan Investment Counsel
California
$277K
NFC
168
Northeast Financial Consultants
Connecticut
$272K
BCM
169
Brookstone Capital Management
Illinois
$270K +$17.5K +1,405 +7%
SCM
170
Spreng Capital Management
Ohio
$263K
AWM
171
AE Wealth Management
Kansas
$261K -$43.7K -3,498 -14%
BAM
172
Belpointe Asset Management
Nevada
$257K +$699 +56 +0.3%
SIC
173
Samalin Investment Counsel
New York
$248K +$5.12K +410 +2%
KWM
174
Kingsview Wealth Management
Oregon
$247K +$7.49K +600 +3%
IAA
175
Independent Advisor Alliance
North Carolina
$245K

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.