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Plains All American Pipeline

331 hedge funds and large institutions have $4.33B invested in Plains All American Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $58.7M

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.44B → $4.33B (+$890M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

1% less funds holding

Funds holding: 335331 (-4)

1.81% less ownership

Funds ownership: 43.61%41.81% (-1.8%)

Holders
331
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
33
Increased
115
Reduced
79
Closed
32
Calls
$99.7M
Puts
$58.7M
Net Calls
+$41M
Net Calls Change
+$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
201
State of Wyoming
Wyoming
$201K +$18.9K +1,517 +10%
NRS
202
Neville Rodie & Shaw
New York
$200K
ICG
203
InterOcean Capital Group
Tennessee
$195K +$31.3K +2,510 +19%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$193K +$45.2K +3,620 +30%
WA
205
WealthTrust Axiom
Pennsylvania
$190K
EWM
206
Endurance Wealth Management
Rhode Island
$189K
IFG
207
Independent Financial Group
California
$187K
WIA
208
World Investment Advisors
California
$187K
MMA
209
Miracle Mile Advisors
California
$177K
PAM
210
Paradigm Asset Management
New York
$177K -$9.36K -750 -5%
FVCM
211
F&V Capital Management
Florida
$175K
OIA
212
Optimum Investment Advisors
Illinois
$175K +$49.9K +4,000 +40%
LWM
213
Lyell Wealth Management
California
$173K
HIP
214
HUB Investment Partners
Texas
$170K +$170K +13,650 New
HWM
215
HB Wealth Management
Georgia
$166K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$163K -$3.28K -263 -2%
William Blair & Company
217
William Blair & Company
Illinois
$160K -$12.5K -1,000 -7%
PWM
218
PBMares Wealth Management
Virginia
$160K
ATC
219
Argent Trust Co
Tennessee
$155K +$155K +12,450 New
MA
220
Mutual Advisors
Nebraska
$154K +$154K +12,312 New
EA
221
Eclectic Associates
California
$151K
ACS
222
Archford Capital Strategies
Illinois
$149K
KW
223
KWB Wealth
California
$149K +$1.36K +109 +0.9%
MG
224
Mather Group
Illinois
$148K +$11.4K +916 +8%
SWMP
225
Signature Wealth Management Partners
New Jersey
$146K +$2.88K +231 +2%

PAA Hedge Fund Activity: Q1 2023 in Review

331 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2023, worth a combined $4.33B — up 26% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PAA positions and 32 closed out — a net gain of 1 holder — while 115 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $93.6M. The largest seller was Pathstone Family Office, cutting an estimated $86.8M.

  • 331 institutional investors held Plains All American Pipeline (PAA) as of Q1 2023, down from 335 in Q4 2022.
  • Funds reported $4.33B of Plains All American Pipeline stock for Q1 2023, up 26% quarter-over-quarter.
  • 33 funds opened new Plains All American Pipeline positions in Q1 2023 and 32 closed out, a net change of +1 holder.
  • The largest Plains All American Pipeline buyer in Q1 2023 was ALPS Advisors, an estimated $93.6M added.
  • The largest Plains All American Pipeline seller in Q1 2023 was Pathstone Family Office, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.