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Plains All American Pipeline

364 hedge funds and large institutions have $7.04B invested in Plains All American Pipeline in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 117 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $91.1M | Put options by funds: $26.5M

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

7% more capital invested

Capital invested by funds: $6.59B → $7.04B (+$453M)

1% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 116

0.04% more ownership

Funds ownership: 44.04%44.08% (+0.04%)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

3% less funds holding

Funds holding: 375364 (-11)

Holders
364
Holders Change
-11
Holders Change %
-2.93%
% of All Funds
8.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.39%
New
45
Increased
117
Reduced
116
Closed
47
Calls
$91.1M
Puts
$26.5M
Net Calls
+$64.6M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$731M -$37.9M -1,725,052 -5%
HFA
2
Harvest Fund Advisors
Pennsylvania
$720M +$719M +32,695,950 New
TCA
3
Tortoise Capital Advisors
Kansas
$634M +$1.92M +87,298 +0.3%
Goldman Sachs
4
Goldman Sachs
New York
$583M -$60.9M -2,768,895 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$242M +$21.2M +961,566 +10%
Franklin Resources
6
Franklin Resources
California
$237M +$2.5M +113,800 +1%
KACA
7
Kayne Anderson Capital Advisors
California
$233M -$8.02M -364,400 -3%
Morgan Stanley
8
Morgan Stanley
New York
$216M -$31.7M -1,442,391 -13%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$205M -$25.1M -1,141,509 -11%
Bank of America
10
Bank of America
North Carolina
$174M +$19.5M +888,077 +13%
UBS Group
11
UBS Group
Switzerland
$169M +$74.7M +3,396,855 +79%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$161M -$4.15M -188,680 -3%
CCM
13
Chickasaw Capital Management
Tennessee
$148M +$1.51M +68,468 +1%
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$142M +$43.2M +1,963,906 +44%
ClearBridge Investments
15
ClearBridge Investments
New York
$135M -$6.18M -281,000 -4%
AR
16
Advisory Research
Illinois
$115M +$3.55M +161,191 +3%
EGA
17
Eagle Global Advisors
Texas
$114M +$1.89M +85,879 +2%
Deutsche Bank
18
Deutsche Bank
Germany
$102M -$6.84M -311,102 -6%
NIM
19
NXG Investment Management
Texas
$101M +$64.4M +2,927,583 +177%
CBOA
20
Commonwealth Bank of Australia
Australia
$95.8M -$67.6M -3,073,980 -41%
BlackRock
21
BlackRock
New York
$93.7M +$38.9M +1,769,523 +71%
TCIM
22
TIAA CREF Investment Management
New York
$91.3M -$3.09M -140,424 -3%
SCA
23
Salient Capital Advisors
Texas
$89.3M +$10.1M +459,987 +13%
O
24
OppenheimerFunds
New York
$82.3M +$11.2M +508,639 +16%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$80.9M -$726K -32,995 -0.9%

PAA Hedge Fund Activity: Q1 2018 in Review

364 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2018, worth a combined $7.04B — up 6.9% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of PAA and 45 opened new positions — a net loss of 2 holders — while 116 trimmed existing stakes and 117 added.

The largest buyer was UBS Group, adding an estimated $74.7M. The largest seller was Blackstone Inc, exiting entirely with an estimated $368M sold.

  • 364 institutional investors held Plains All American Pipeline (PAA) as of Q1 2018, down from 375 in Q4 2017.
  • Funds reported $7.04B of Plains All American Pipeline stock for Q1 2018, up 6.9% quarter-over-quarter.
  • 45 funds opened new Plains All American Pipeline positions in Q1 2018 and 47 closed out, a net change of -2 holders.
  • The largest Plains All American Pipeline buyer in Q1 2018 was UBS Group, an estimated $74.7M added.
  • The largest Plains All American Pipeline seller in Q1 2018 was Blackstone Inc, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2018.