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Plains All American Pipeline

543 hedge funds and large institutions have $11.7B invested in Plains All American Pipeline in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 210 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 142

42% more call options, than puts

Call options by funds: $127M | Put options by funds: $89.2M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

6% more funds holding in top 10

Funds holding in top 10: 3436 (+2)

3% more capital invested

Capital invested by funds: $11.4B → $11.7B (+$332M)

0.82% more ownership

Funds ownership: 59.53%60.35% (+0.82%)

1% more funds holding

Funds holding: 540543 (+3)

Holders
543
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
14.47%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
61
Increased
210
Reduced
142
Closed
51
Calls
$127M
Puts
$89.2M
Net Calls
+$37.5M
Net Calls Change
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$1.22B +$46.1M +928,039 +4%
Goldman Sachs
2
Goldman Sachs
New York
$747M +$154M +3,093,887 +25%
AA
3
ALPS Advisors
Colorado
$724M -$32.7M -659,324 -4%
KACA
4
Kayne Anderson Capital Advisors
California
$607M +$8.21M +165,332 +1%
O
5
OppenheimerFunds
New York
$542M +$54.6M +1,100,487 +11%
UBS Group
6
UBS Group
Switzerland
$522M +$56M +1,129,058 +12%
Deutsche Bank
7
Deutsche Bank
Germany
$520M +$12.3M +247,666 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$428M +$9.07M +182,750 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$384M +$24.2M +488,020 +7%
HFA
10
Harvest Fund Advisors
Pennsylvania
$345M +$10.3M +208,185 +3%
Morgan Stanley
11
Morgan Stanley
New York
$303M +$75.1M +1,512,572 +32%
Bank of America
12
Bank of America
North Carolina
$297M +$12.5M +250,910 +4%
MHI
13
Miller Howard Investments
New York
$260M +$58.1M +1,169,974 +28%
CCCA
14
Center Coast Capital Advisors
Texas
$249M -$7.58M -152,767 -3%
AR
15
Advisory Research
Illinois
$209M +$547K +11,013 +0.3%
CCM
16
Chickasaw Capital Management
Tennessee
$207M +$21M +423,217 +11%
EIP
17
Energy Income Partners
Connecticut
$206M +$6.52M +131,374 +3%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$163M +$253K +5,100 +0.2%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$131M +$3.6M +72,603 +3%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$123M -$14.7M -296,808 -11%
SCA
21
Salient Capital Advisors
Texas
$115M +$14.1M +284,995 +14%
Wells Fargo
22
Wells Fargo
California
$107M +$19.3M +387,900 +21%
EGA
23
Eagle Global Advisors
Texas
$99.2M -$22.1M -444,238 -18%
CS
24
Credit Suisse
Switzerland
$99.1M -$226K -4,557 -0.2%
Creative Planning
25
Creative Planning
Kansas
$90.9M +$10.7M +215,970 +13%

PAA Hedge Fund Activity: Q1 2015 in Review

543 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2015, worth a combined $11.7B — up 2.9% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PAA positions and 51 closed out — a net gain of 10 holders — while 210 added to existing stakes and 142 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Barclays, cutting an estimated $85.5M.

  • 543 institutional investors held Plains All American Pipeline (PAA) as of Q1 2015, up from 540 in Q4 2014.
  • Funds reported $11.7B of Plains All American Pipeline stock for Q1 2015, up 2.9% quarter-over-quarter.
  • 61 funds opened new Plains All American Pipeline positions in Q1 2015 and 51 closed out, a net change of +10 holders.
  • The largest Plains All American Pipeline buyer in Q1 2015 was Goldman Sachs, an estimated $154M added.
  • The largest Plains All American Pipeline seller in Q1 2015 was Barclays, an estimated $85.5M sold.

Based on aggregated 13F filings for Q1 2015.