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Plains All American Pipeline

506 hedge funds and large institutions have $11.3B invested in Plains All American Pipeline in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 210 increasing their positions, 105 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 105

86% more call options, than puts

Call options by funds: $56M | Put options by funds: $30.1M

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

23% more funds holding in top 10

Funds holding in top 10: 4049 (+9)

14% more capital invested

Capital invested by funds: $9.91B → $11.3B (+$1.38B)

1% more funds holding

Funds holding: 499506 (+7)

1.13% more ownership

Funds ownership: 55.78%56.91% (+1.1%)

Holders
506
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
14.62%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
48
Increased
210
Reduced
105
Closed
37
Calls
$56M
Puts
$30.1M
Net Calls
+$25.9M
Net Calls Change
+$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$1.13B +$103M +1,968,109 +11%
KACA
2
Kayne Anderson Capital Advisors
California
$682M +$7.96M +151,554 +1%
AA
3
ALPS Advisors
Colorado
$603M -$9.81M -186,939 -2%
Deutsche Bank
4
Deutsche Bank
Germany
$556M +$28.7M +546,983 +6%
O
5
OppenheimerFunds
New York
$518M +$58.9M +1,122,220 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$499M +$28.2M +537,047 +6%
Goldman Sachs
7
Goldman Sachs
New York
$491M +$27.9M +531,157 +6%
U
8
UBS
Switzerland
$423M +$33.1M +630,168 +9%
ClearBridge Investments
9
ClearBridge Investments
New York
$398M +$46.2M +880,544 +14%
HFA
10
Harvest Fund Advisors
Pennsylvania
$392M +$34.6M +658,644 +10%
Bank of America
11
Bank of America
North Carolina
$309M +$12.7M +242,363 +5%
Morgan Stanley
12
Morgan Stanley
New York
$242M -$574K -10,927 -0.2%
AR
13
Advisory Research
Illinois
$239M -$12.1M -230,076 -5%
MHI
14
Miller Howard Investments
New York
$210M +$14.8M +282,140 +8%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$202M +$191M +3,637,549 New
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$186M -$63K -1,200 -0%
EIP
17
Energy Income Partners
Connecticut
$178M +$34.3M +653,957 +25%
CCCA
18
Center Coast Capital Advisors
Texas
$162M -$33.9M -644,977 -18%
EGA
19
Eagle Global Advisors
Texas
$147M +$41.4M +789,561 +42%
CCM
20
Chickasaw Capital Management
Tennessee
$145M +$16.3M +309,575 +13%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$131M -$9.77M -186,077 -7%
SCA
22
Salient Capital Advisors
Texas
$128M +$19M +361,259 +18%
PIM
23
Perkins Investment Management
Illinois
$127M +$26M +496,224 +27%
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$121M +$1.16M +22,133 +1%
CS
25
Credit Suisse
Switzerland
$119M +$13.2M +251,290 +13%

PAA Hedge Fund Activity: Q1 2014 in Review

506 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2014, worth a combined $11.3B — up 14% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PAA positions and 37 closed out — a net gain of 11 holders — while 210 added to existing stakes and 105 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $103M. The largest seller was Invesco, cutting an estimated $177M.

  • 506 institutional investors held Plains All American Pipeline (PAA) as of Q1 2014, up from 499 in Q4 2013.
  • Funds reported $11.3B of Plains All American Pipeline stock for Q1 2014, up 14% quarter-over-quarter.
  • 48 funds opened new Plains All American Pipeline positions in Q1 2014 and 37 closed out, a net change of +11 holders.
  • The largest Plains All American Pipeline buyer in Q1 2014 was Tortoise Capital Advisors, an estimated $103M added.
  • The largest Plains All American Pipeline seller in Q1 2014 was Invesco, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2014.