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Plains All American Pipeline

349 hedge funds and large institutions have $4.54B invested in Plains All American Pipeline in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $117M | Put options by funds: $69.7M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

3% more funds holding

Funds holding: 338349 (+11)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

0.75% more ownership

Funds ownership: 42.04%42.79% (+0.75%)

1% more capital invested

Capital invested by funds: $4.51B → $4.54B (+$29.3M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
48
Increased
101
Reduced
98
Closed
33
Calls
$117M
Puts
$69.7M
Net Calls
+$47.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
201
XTX Topco
Cayman Islands
$263K -$216K -14,123 -45%
PCM
202
Pointe Capital Management
Michigan
$259K
RHDIC
203
R.H. Dinel Investment Counsel
California
$258K
MSCM
204
McElhenny Sheffield Capital Management
Texas
$257K
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$255K -$31 -2 -0%
DADC
206
D.A. Davidson & Co
Montana
$250K +$3.68K +241 +1%
BSW
207
Buckingham Strategic Wealth
Missouri
$246K
IFG
208
Independent Financial Group
California
$242K -$30.5K -2,000 -11%
RIA
209
Regal Investment Advisors
Michigan
$241K -$12.5K -821 -5%
ICG
210
InterOcean Capital Group
Tennessee
$237K +$137 +9 +0.1%
CWM
211
Cornerstone Wealth Management
Missouri
$232K -$3.76K -246 -2%
IHL
212
Investment House LLC
California
$232K -$167K -10,923 -42%
MFS
213
Mirabella Financial Services
United Kingdom
$223K +$225K +14,728 New
CL
214
Choreo LLC
Illinois
$220K +$222K +14,508 New
MA
215
Mutual Advisors
Nebraska
$219K +$993 +65 +0.5%
FTCM
216
First Trust Capital Management
Illinois
$219K +$3.73K +244 +2%
MMA
217
Miracle Mile Advisors
California
$215K
PAM
218
Paradigm Asset Management
New York
$215K
APP
219
Avantax Planning Partners
Iowa
$212K
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$211K -$61.1K -4,000 -22%
LWM
221
Lyell Wealth Management
California
$211K
MCM
222
Mattern Capital Management
Colorado
$206K
TC
223
TownSquare Capital
Utah
$206K -$60.3K -3,948 -23%
HWM
224
HB Wealth Management
Georgia
$201K
WA
225
WealthTrust Axiom
Pennsylvania
$201K -$30.5K -2,000 -13%

PAA Hedge Fund Activity: Q4 2023 in Review

349 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q4 2023, worth a combined $4.54B — up 0.65% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 33 closed out — a net gain of 15 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was ALPS Advisors, cutting an estimated $96.2M.

  • 349 institutional investors held Plains All American Pipeline (PAA) as of Q4 2023, up from 338 in Q3 2023.
  • Funds reported $4.54B of Plains All American Pipeline stock for Q4 2023, up 0.65% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Plains All American Pipeline buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Plains All American Pipeline seller in Q4 2023 was ALPS Advisors, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2023.