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Plains All American Pipeline

540 hedge funds and large institutions have $11.4B invested in Plains All American Pipeline in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $47M | Put options by funds: $36.2M

23% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 150

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

1.1% more ownership

Funds ownership: 58.44%59.53% (+1.1%)

0% more funds holding

Funds holding: 540540 (0)

11% less capital invested

Capital invested by funds: $12.7B → $11.4B (-$1.34B)

17% less funds holding in top 10

Funds holding in top 10: 4134 (-7)

Holders
540
Holders Change
Holders Change %
0%
% of All Funds
14.4%
Holding in Top 10
34
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.07%
% of All Funds
0.91%
New
64
Increased
185
Reduced
150
Closed
55
Calls
$47M
Puts
$36.2M
Net Calls
+$10.7M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$2.73M -$39.4K -741 -1%
CF
177
CNA Financial
Illinois
$2.71M +$2.8M +52,800 New
EIP
178
Epoch Investment Partners
New York
$2.69M -$470K -8,840 -14%
ACM
179
Azimuth Capital Management
Michigan
$2.65M +$255K +4,805 +10%
MC
180
Moors & Cabot
Massachusetts
$2.6M -$436K -8,216 -14%
NRS
181
Neville Rodie & Shaw
New York
$2.54M -$444K -8,363 -14%
SIA
182
SeaBridge Investment Advisors
New Jersey
$2.51M
SIC
183
Salem Investment Counselors
North Carolina
$2.46M
GC
184
Gruss & Co
Florida
$2.45M
SWA
185
SFMG Wealth Advisors
Texas
$2.44M -$29.7K -559 -1%
AllianceBernstein
186
AllianceBernstein
Tennessee
$2.37M +$837K +15,761 +52%
VNA
187
VNBTrust National Association
Virginia
$2.31M -$87.7K -1,650 -4%
IMS
188
Index Management Solutions
Pennsylvania
$2.27M +$667K +12,549 +40%
CFN
189
Cordasco Financial Network
Florida
$2.26M -$207K -3,903 -8%
EWM
190
Evercore Wealth Management
New York
$2.25M +$107K +2,010 +5%
GHA
191
GW Henssler & Associates
Georgia
$2.24M +$55.3K +1,041 +2%
TA
192
Tiedemann Advisors
New York
$2.24M +$1.12M +21,170 +94%
MAM
193
Marquette Asset Management
Minnesota
$2.2M
PFS
194
Prospera Financial Services
Texas
$2.2M +$31.9K +600 +1%
WA
195
WFG Advisors
Texas
$2.17M -$141K -2,645 -6%
ERSOT
196
Employees Retirement System of Texas
Texas
$2.1M +$2.18M +41,000 New
GLRA
197
Gerald L. Ray & Associates
Texas
$2.1M
ECM
198
Ensemble Capital Management
California
$2.06M -$372K -7,000 -15%
GIM
199
Grassi Investment Management
California
$2M -$14.1K -266 -0.7%
DLG
200
Daniel L. Goodwin
$1.99M +$2.06M +38,855 New

PAA Hedge Fund Activity: Q4 2014 in Review

540 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2014, worth a combined $11.4B — down 11% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PAA positions and 55 closed out — a net gain of 9 holders — while 185 added to existing stakes and 150 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $150M. The largest seller was Deutsche Bank, cutting an estimated $129M.

  • 540 institutional investors held Plains All American Pipeline (PAA) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $11.4B of Plains All American Pipeline stock for Q4 2014, down 11% quarter-over-quarter.
  • 64 funds opened new Plains All American Pipeline positions in Q4 2014 and 55 closed out, a net change of +9 holders.
  • The largest Plains All American Pipeline buyer in Q4 2014 was ALPS Advisors, an estimated $150M added.
  • The largest Plains All American Pipeline seller in Q4 2014 was Deutsche Bank, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2014.