We are live on ! Find out more
PAA icon

Plains All American Pipeline
PAA

506 hedge funds and large institutions have $11.3B invested in Plains All American Pipeline in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 210 increasing their positions, 105 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 105

86% more call options, than puts

Call options by funds: $56M | Put options by funds: $30.1M

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

23% more funds holding in top 10

Funds holding in top 10: 40 → 49 (+9)

14% more capital invested

Capital invested by funds: $9.91B → $11.3B (+$1.38B)

1% more funds holding

Funds holding: 499 → 506 (+7)

1.13% more ownership

Funds ownership: 55.78% → 56.91% (+1.1%)

Holders
506
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
14.62%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
48
Increased
210
Reduced
105
Closed
37
Calls
$56M
Puts
$30.1M
Net Calls
+$25.9M
Net Calls Change
+$6.38M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$103M
2
O
OppenheimerFunds
New York
+$58.9M
3
ClearBridge Investments
ClearBridge Investments
New York
+$46.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$44.8M
5
EGA
Eagle Global Advisors
Texas
+$41.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$177M
2
SC
Sculptor Capital
New York
-$59.8M
3
CCCA
Center Coast Capital Advisors
Texas
-$33.9M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$22.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
201
Narwhal Capital Management
Georgia
$1.92M – – –
BIM
202
Beach Investment Management
Pennsylvania
$1.89M – – –
BIC
203
Bridges Investment Counsel
Nebraska
$1.87M -$2.63K -50 -0.1%
TCT
204
TIAA CREF Trust
Missouri
$1.82M +$193K +3,686 +13%
GIM
205
Groesbeck Investment Management
New Jersey
$1.82M -$525K -10,000 -23%
EWM
206
Evercore Wealth Management
New York
$1.81M +$70.3K +1,340 +4%
JWM
207
Jacobus Wealth Management
Wisconsin
$1.79M +$23.8K +453 +1%
PH
208
Pinnacle Holdings
Oklahoma
$1.76M +$26.2K +500 +2%
WT
209
Whittier Trust
California
$1.75M -$911K -17,355 -35%
BF
210
BOK Financial
Oklahoma
$1.74M +$172K +3,279 +12%
NPC
211
National Planning Corporation
California
$1.73M +$118K +2,240 +8%
IT
212
Independence Trust
Tennessee
$1.72M +$128K +2,435 +8%
PSI
213
Pinnacle Summer Investments
Virginia
$1.72M +$915K +17,435 +131%
CI
214
Capital Innovations
Wisconsin
$1.71M +$63K +1,200 +4%
FI
215
FCM Investments
Texas
$1.71M -$55.1K -1,050 -3%
KAM
216
Keeley Asset Management
Illinois
$1.71M -$332K -6,330 -17%
AllianceBernstein
217
AllianceBernstein
Tennessee
$1.68M +$39.2K +747 +3%
HHAM
218
HITE Hedge Asset Management
Massachusetts
$1.65M -$2.94M -56,021 -65%
CIMLRA
219
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.64M – – –
FWCM
220
First Western Capital Management
California
$1.63M +$15.5K +295 +1%
I
221
IberiaBank
Louisiana
$1.63M +$229K +4,354 +17%
BBHC
222
Brown Brothers Harriman & Co
New York
$1.61M – – –
EGA
223
E&G Advisors
Texas
$1.55M – – –
DWA
224
Douglass Winthrop Advisors
New York
$1.52M +$541K +10,300 +60%
HFM
225
Hartford Financial Management
Connecticut
$1.5M – – –
7 8
9
10 11

PAA Hedge Fund Activity: Q1 2014 in Review

506 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2014, worth a combined $11.3B — up 14% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 37 closed out — a net gain of 11 holders — while 210 added to existing stakes and 105 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $103M. The largest seller was Invesco, cutting an estimated $177M.

  • 506 institutional investors held Plains All American Pipeline (PAA) as of Q1 2014, up from 499 in Q4 2013.
  • Funds reported $11.3B of Plains All American Pipeline stock for Q1 2014, up 14% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q1 2014 and 37 closed out, a net change of +11 holders.
  • The largest Plains All American Pipeline buyer in Q1 2014 was Tortoise Capital Advisors, an estimated $103M added.
  • The largest Plains All American Pipeline seller in Q1 2014 was Invesco, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2014.