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Plains All American Pipeline

349 hedge funds and large institutions have $4.54B invested in Plains All American Pipeline in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $117M | Put options by funds: $69.7M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

3% more funds holding

Funds holding: 338349 (+11)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

0.75% more ownership

Funds ownership: 42.04%42.79% (+0.75%)

1% more capital invested

Capital invested by funds: $4.51B → $4.54B (+$29.3M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
48
Increased
101
Reduced
98
Closed
33
Calls
$117M
Puts
$69.7M
Net Calls
+$47.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
151
Edge Capital Group
Georgia
$523K -$9.59K -628 -2%
DF
152
Donoghue Forlines
Massachusetts
$506K -$11.1K -730 -2%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$503K +$180K +11,808 +55%
SCA
154
Sippican Capital Advisors
Massachusetts
$494K
CFB
155
Cullen/Frost Bankers
Texas
$486K -$131K -8,593 -21%
WA
156
Wealth Alliance
New York
$485K -$34.3K -2,244 -7%
Brown Advisory
157
Brown Advisory
Maryland
$474K
Ameriprise
158
Ameriprise
Minnesota
$470K -$10.1K -662 -2%
DA
159
Doliver Advisors
Texas
$447K -$1.53K -100 -0.3%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$437K
KeyBank National Association
161
KeyBank National Association
Ohio
$435K -$3.06K -200 -0.7%
AWM
162
Apollon Wealth Management
South Carolina
$428K -$12.3K -805 -3%
HI
163
Harbour Investments
Wisconsin
$426K
AWE
164
Avidian Wealth Enterprises
Texas
$424K +$504 +33 +0.1%
UCFA
165
United Capital Financial Advisors
Texas
$422K -$657K -43,020 -61%
BWP
166
Baldwin Wealth Partners
Massachusetts
$404K
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$393K +$26.1K +1,707 +7%
CA
168
Cetera Advisors
Colorado
$384K +$6.81K +446 +2%
CIA
169
Concurrent Investment Advisors
Florida
$381K +$384K +25,148 New
William Blair & Company
170
William Blair & Company
Illinois
$376K
LCM
171
Liberty Capital Management
Michigan
$370K
WWM
172
WT Wealth Management
Arizona
$369K
BCM
173
Bluefin Capital Management
New York
$364K +$212K +13,900 +136%
CWP
174
CFM Wealth Partners
Texas
$361K +$364K +23,816 New
RW
175
Rede Wealth
Virginia
$351K +$321 +21 +0.1%

PAA Hedge Fund Activity: Q4 2023 in Review

349 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2023, worth a combined $4.54B — up 0.65% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 33 closed out — a net gain of 15 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was ALPS Advisors, cutting an estimated $96.2M.

  • 349 institutional investors held Plains All American Pipeline (PAA) as of Q4 2023, up from 338 in Q3 2023.
  • Funds reported $4.54B of Plains All American Pipeline stock for Q4 2023, up 0.65% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Plains All American Pipeline buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Plains All American Pipeline seller in Q4 2023 was ALPS Advisors, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2023.