We are live on ! Find out more
PAA icon

Plains All American Pipeline

361 hedge funds and large institutions have $5.11B invested in Plains All American Pipeline in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $120M | Put options by funds: $39.1M

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

13% more capital invested

Capital invested by funds: $4.54B → $5.11B (+$569M)

3% more funds holding

Funds holding: 349361 (+12)

0.77% less ownership

Funds ownership: 42.79%42.02% (-0.77%)

Holders
361
Holders Change
+12
Holders Change %
+3.44%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
105
Reduced
93
Closed
30
Calls
$120M
Puts
$39.1M
Net Calls
+$81.2M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
201
Lee Financial
Texas
$332K
ICM
202
Islay Capital Management
Texas
$331K
SIC
203
Samalin Investment Counsel
New York
$325K -$32.6K -2,020 -10%
SCM
204
Spreng Capital Management
Ohio
$323K +$341K +21,094 New
DADC
205
D.A. Davidson & Co
Montana
$322K +$29.2K +1,806 +11%
SWM
206
Spire Wealth Management
Virginia
$318K +$242 +15 +0.1%
FCI
207
Financial Counselors Inc
Kansas
$317K
BTW
208
Boston Trust Walden
Massachusetts
$316K
IFG
209
Independent Financial Group
California
$306K +$23K +1,427 +9%
PCM
210
Pointe Capital Management
Michigan
$301K
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$300K +$4.41K +273 +2%
RHDIC
212
R.H. Dinel Investment Counsel
California
$299K
MSCM
213
McElhenny Sheffield Capital Management
Texas
$298K
PWM
214
PBMares Wealth Management
Virginia
$295K +$64.6K +4,000 +31%
SP
215
Stablepoint Partners
Massachusetts
$283K +$260K +16,125 New
RIA
216
Regal Investment Advisors
Michigan
$283K +$3.39K +210 +1%
SA
217
SpiderRock Advisors
Delaware
$282K +$266K +16,500 New
VF
218
Virtu Financial
New York
$279K +$256K +15,881 New
ICG
219
InterOcean Capital Group
Tennessee
$275K +$178 +11 +0.1%
CWM
220
Cornerstone Wealth Management
Missouri
$269K +$65 +4 +0%
IHL
221
Investment House LLC
California
$269K
SSG
222
Summit Securities Group
New York
$253K +$184K +11,400 +380%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
$251K +$6K +372 +3%
FTCM
224
First Trust Capital Management
Illinois
$250K -$3.94K -244 -2%
MMA
225
Miracle Mile Advisors
California
$249K

PAA Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2024, worth a combined $5.11B — up 13% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 30 closed out — a net gain of 14 holders — while 105 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 361 institutional investors held Plains All American Pipeline (PAA) as of Q1 2024, up from 349 in Q4 2023.
  • Funds reported $5.11B of Plains All American Pipeline stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q1 2024 was Invesco, an estimated $23M added.
  • The largest Plains All American Pipeline seller in Q1 2024 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.