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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
AWS
176
Arkfeld Wealth Strategies
Nebraska
$348K +$1.67K +109 +0.5%
AWM
177
AE Wealth Management
Kansas
$342K -$95.5K -6,253 -23%
AC
178
Annandale Capital
Texas
$338K
NFC
179
Northeast Financial Consultants
Connecticut
$330K
CSIC
180
Clifford Swan Investment Counsel
California
$328K -$7.64K -500 -2%
CAM
181
Covenant Asset Management
New Jersey
$322K +$29.6K +1,938 +10%
MAM
182
Morse Asset Management
Connecticut
$318K
JWM
183
Janiczek Wealth Management
Colorado
$315K
SIC
184
Samalin Investment Counsel
New York
$311K -$1.85K -121 -0.6%
GAM
185
Gould Asset Management
California
$310K +$5.5K +360 +2%
OIA
186
Optimum Investment Advisors
Illinois
$305K
HIP
187
HUB Investment Partners
Texas
$302K +$42.3K +2,767 +16%
WIA
188
World Investment Advisors
California
$301K
N
189
Nuveen
North Carolina
$297K
FVCM
190
F&V Capital Management
Florida
$297K
KWM
191
Kingsview Wealth Management
Oregon
$297K +$764 +50 +0.3%
Wolverine Trading
192
Wolverine Trading
Illinois
$287K +$81.7K +5,349 +39%
LF
193
Lee Financial
Texas
$287K
ICM
194
Islay Capital Management
Texas
$286K +$8.75K +573 +3%
SWM
195
Spire Wealth Management
Virginia
$282K +$24.2K +1,586 +10%
CIA
196
Capital Investment Advisors
Georgia
$281K -$7.56K -495 -3%
WS
197
Wedbush Securities
California
$278K +$825 +54 +0.3%
FCI
198
Financial Counselors Inc
Kansas
$274K
BTW
199
Boston Trust Walden
Massachusetts
$273K
SWM
200
SeaCrest Wealth Management
New York
$269K -$2.57K -168 -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.