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Plains All American Pipeline

361 hedge funds and large institutions have $5.11B invested in Plains All American Pipeline in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $120M | Put options by funds: $39.1M

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

13% more capital invested

Capital invested by funds: $4.54B → $5.11B (+$569M)

3% more funds holding

Funds holding: 349361 (+12)

0.77% less ownership

Funds ownership: 42.79%42.02% (-0.77%)

Holders
361
Holders Change
+12
Holders Change %
+3.44%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
105
Reduced
93
Closed
30
Calls
$120M
Puts
$39.1M
Net Calls
+$81.2M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$436K
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$436K -$18K -1,113 -4%
Ameriprise
178
Ameriprise
Minnesota
$431K -$105K -6,484 -21%
WWM
179
WT Wealth Management
Arizona
$431K +$3.23K +200 +0.8%
LCM
180
Liberty Capital Management
Michigan
$428K
CWP
181
CFM Wealth Partners
Texas
$418K
AWS
182
Arkfeld Wealth Strategies
Nebraska
$409K +$2.12K +131 +0.6%
RW
183
Rede Wealth
Virginia
$407K +$387 +24 +0.1%
CMF
184
Counterpoint Mutual Funds
California
$402K +$369K +22,876 New
AC
185
Annandale Capital
Texas
$391K
CAM
186
Covenant Asset Management
New Jersey
$387K +$12.8K +795 +4%
AWM
187
Axxcess Wealth Management
California
$386K -$208K -12,910 -37%
FVCM
188
F&V Capital Management
Florida
$386K +$38.7K +2,400 +12%
NFC
189
Northeast Financial Consultants
Connecticut
$383K
SOW
190
State of Wyoming
Wyoming
$382K +$261K +16,140 +286%
CSIC
191
Clifford Swan Investment Counsel
California
$373K -$7.1K -440 -2%
JWM
192
Janiczek Wealth Management
Colorado
$365K
GAM
193
Gould Asset Management
California
$360K
WIA
194
World Investment Advisors
California
$356K +$6.46K +400 +2%
OIA
195
Optimum Investment Advisors
Illinois
$353K
DI
196
Diligent Investors
California
$351K +$323K +20,000 New
WS
197
Wedbush Securities
California
$349K +$24.7K +1,532 +8%
N
198
Nuveen
North Carolina
$345K
KWM
199
Kingsview Wealth Management
Oregon
$344K
KAS
200
Kestra Advisory Services
Texas
$340K +$312K +19,354 New

PAA Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2024, worth a combined $5.11B — up 13% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 30 closed out — a net gain of 14 holders — while 105 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 361 institutional investors held Plains All American Pipeline (PAA) as of Q1 2024, up from 349 in Q4 2023.
  • Funds reported $5.11B of Plains All American Pipeline stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q1 2024 was Invesco, an estimated $23M added.
  • The largest Plains All American Pipeline seller in Q1 2024 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.