We are live on ! Find out more
PAA icon

Plains All American Pipeline

381 hedge funds and large institutions have $7.57B invested in Plains All American Pipeline in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 104 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $57M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

2% more funds holding

Funds holding: 375381 (+6)

0.44% less ownership

Funds ownership: 52.17%51.73% (-0.44%)

4% less capital invested

Capital invested by funds: $7.85B → $7.57B (-$281M)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

23% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 135

Holders
381
Holders Change
+6
Holders Change %
+1.6%
% of All Funds
7.51%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.35%
New
66
Increased
104
Reduced
135
Closed
54
Calls
$85.4M
Puts
$57M
Net Calls
+$28.4M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
201
Nexpoint Asset Management
Texas
$502K
CA
202
Cetera Advisors
Colorado
$501K -$208K -11,319 -29%
SF
203
Summit Financial
New Jersey
$499K +$499K +27,161 New
AWM
204
Avior Wealth Management
Nebraska
$496K +$514 +28 +0.1%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$492K +$15.2K +830 +3%
SA
206
Sunesis Advisors
Kansas
$490K +$490K +26,669 New
Ameriprise
207
Ameriprise
Minnesota
$481K -$150K -8,172 -24%
FFSOTS
208
Fiduciary Financial Services of The Southwest
Texas
$480K -$13.1K -715 -3%
GFP
209
Gryphon Financial Partners
Ohio
$478K +$129K +7,025 +37%
BWP
210
Baldwin Wealth Partners
Massachusetts
$474K
SWM
211
Segment Wealth Management
Texas
$456K -$51.4K -2,800 -10%
FCI
212
Financial Counselors Inc
Kansas
$447K +$137K +7,482 +44%
HB
213
Homrich & Berg
Georgia
$443K -$63.8K -3,473 -13%
Geode Capital Management
214
Geode Capital Management
Massachusetts
$442K +$442K +24,039 New
PA
215
Pinnacle Associates
New York
$440K -$37.5K -2,039 -8%
BFS
216
Bradley Foster & Sargent
Connecticut
$433K -$41.3K -2,250 -9%
SWM
217
SeaCrest Wealth Management
New York
$428K +$108K +5,874 +34%
IC
218
IEQ Capital
California
$424K +$423K +23,049 New
BIM
219
Bridges Investment Management
Nebraska
$421K -$36.7K -2,000 -8%
SIA
220
Starfire Investment Advisers
Michigan
$416K -$379K -20,630 -48%
C
221
Certuity
Florida
$415K +$414K +22,540 New
OAM
222
Oppenheimer Asset Management
New York
$407K -$447K -24,339 -52%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$405K
SS
224
Sunbelt Securities
Texas
$398K -$28.4K -1,544 -7%
CFW
225
CA Family Wealth
California
$391K +$391K +21,262 New

PAA Hedge Fund Activity: Q4 2019 in Review

381 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2019, worth a combined $7.57B — down 3.6% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PAA positions and 54 closed out — a net gain of 12 holders — while 104 added to existing stakes and 135 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $76.3M. The largest seller was Harvest Fund Advisors, cutting an estimated $115M.

  • 381 institutional investors held Plains All American Pipeline (PAA) as of Q4 2019, up from 375 in Q3 2019.
  • Funds reported $7.57B of Plains All American Pipeline stock for Q4 2019, down 3.6% quarter-over-quarter.
  • 66 funds opened new Plains All American Pipeline positions in Q4 2019 and 54 closed out, a net change of +12 holders.
  • The largest Plains All American Pipeline buyer in Q4 2019 was ALPS Advisors, an estimated $76.3M added.
  • The largest Plains All American Pipeline seller in Q4 2019 was Harvest Fund Advisors, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2019.