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Plains All American Pipeline

335 hedge funds and large institutions have $3.63B invested in Plains All American Pipeline in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $2.96B → $3.63B (+$666M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 101

0.83% less ownership

Funds ownership: 45.08%44.25% (-0.83%)

2% less funds holding

Funds holding: 341335 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

65% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $97.7M

Holders
335
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
5.83%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
36
Increased
105
Reduced
101
Closed
40
Calls
$34.3M
Puts
$97.7M
Net Calls
-$63.4M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
201
Boston Trust Walden
Massachusetts
$216K +$195K +19,000 New
Ameriprise
202
Ameriprise
Minnesota
$214K +$2.12K +206 +1%
CI
203
Conning Inc
Connecticut
$213K
IAA
204
Independent Advisor Alliance
North Carolina
$213K
DA
205
Doliver Advisors
Texas
$213K +$41.1K +4,000 +27%
VI
206
Vestcor Inc
New Brunswick, Canada
$210K -$21.2K -2,061 -10%
SWM
207
Spire Wealth Management
Virginia
$207K -$14.1K -1,376 -7%
WA
208
Wealth Alliance
New York
$205K +$82.7K +8,046 +80%
BPA
209
Beacon Pointe Advisors
California
$204K +$185K +17,973 New
MNBTD
210
Moody National Bank Trust Division
Texas
$196K -$873 -85 -0.5%
Luther King Capital Management (LKCM)
211
Luther King Capital Management (LKCM)
Texas
$194K +$5.14K +500 +3%
RHDIC
212
R.H. Dinel Investment Counsel
California
$193K
NFSG
213
Newbridge Financial Services Group
Florida
$192K +$19.4K +1,889 +13%
PIA
214
Pinion Investment Advisors
Kansas
$189K -$21.8K -2,119 -11%
GAM
215
Gould Asset Management
California
$187K -$23.1K -2,250 -12%
IFG
216
Independent Financial Group
California
$183K +$36K +3,500 +28%
NRS
217
Neville Rodie & Shaw
New York
$182K
QPWM
218
Quadrant Private Wealth Management
Pennsylvania
$182K
MMA
219
Miracle Mile Advisors
California
$179K
BL
220
Balentine LLC
Georgia
$177K
LF
221
Lee Financial
Texas
$175K -$68.8K -6,700 -30%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$171K
Sumitomo Mitsui Trust Group
223
Sumitomo Mitsui Trust Group
Japan
$170K
WIA
224
World Investment Advisors
California
$170K
BRWM
225
B. Riley Wealth Management
Tennessee
$168K -$16.3K -1,591 -10%

PAA Hedge Fund Activity: Q2 2021 in Review

335 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q2 2021, worth a combined $3.63B — up 22% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PAA and 36 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 105 added.

The largest buyer was Invesco, adding an estimated $35.8M. The largest seller was ALPS Advisors, cutting an estimated $49.7M.

  • 335 institutional investors held Plains All American Pipeline (PAA) as of Q2 2021, down from 341 in Q1 2021.
  • Funds reported $3.63B of Plains All American Pipeline stock for Q2 2021, up 22% quarter-over-quarter.
  • 36 funds opened new Plains All American Pipeline positions in Q2 2021 and 40 closed out, a net change of -4 holders.
  • The largest Plains All American Pipeline buyer in Q2 2021 was Invesco, an estimated $35.8M added.
  • The largest Plains All American Pipeline seller in Q2 2021 was ALPS Advisors, an estimated $49.7M sold.

Based on aggregated 13F filings for Q2 2021.