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Plains All American Pipeline

373 hedge funds and large institutions have $7.91B invested in Plains All American Pipeline in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 124 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $133M | Put options by funds: $35.2M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more capital invested

Capital invested by funds: $7.04B → $7.91B (+$870M)

2% more funds holding

Funds holding: 364373 (+9)

1.95% more ownership

Funds ownership: 44.08%46.03% (+1.9%)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 124

Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
8.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.46%
New
41
Increased
107
Reduced
124
Closed
27
Calls
$133M
Puts
$35.2M
Net Calls
+$98.3M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$843M +$71M +2,946,536 +9%
AA
2
ALPS Advisors
Colorado
$830M +$46M +1,910,142 +6%
TCA
3
Tortoise Capital Advisors
Kansas
$706M +$26M +1,079,489 +4%
Goldman Sachs
4
Goldman Sachs
New York
$571M -$55.6M -2,309,764 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$273M +$12.9M +536,150 +5%
Franklin Resources
6
Franklin Resources
California
$255M
KACA
7
Kayne Anderson Capital Advisors
California
$248M -$2.06M -85,400 -0.8%
BC
8
Brookfield Corp
Ontario, Canada
$232M +$235M +9,764,475 New
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$210M -$9.9M -411,171 -4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$207M +$35M +1,453,763 +20%
COPPSERS
11
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M +$27.9M +1,157,106 +18%
UBS Group
12
UBS Group
Switzerland
$164M -$18.4M -761,854 -10%
SCA
13
Salient Capital Advisors
Texas
$163M +$68.4M +2,838,439 +70%
Bank of America
14
Bank of America
North Carolina
$160M -$27M -1,120,101 -14%
AR
15
Advisory Research
Illinois
$151M +$28.6M +1,188,882 +23%
ClearBridge Investments
16
ClearBridge Investments
New York
$145M
Morgan Stanley
17
Morgan Stanley
New York
$145M -$89M -3,692,716 -38%
CCM
18
Chickasaw Capital Management
Tennessee
$143M -$16.5M -684,832 -10%
EGA
19
Eagle Global Advisors
Texas
$121M -$1.23M -51,054 -1%
EIP
20
Energy Income Partners
Connecticut
$119M +$111M +4,620,115 +1,155%
NIM
21
NXG Investment Management
Texas
$93.8M -$14.7M -611,629 -13%
TCIM
22
TIAA CREF Investment Management
New York
$89.4M -$8.72M -362,007 -9%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$86.7M -$117K -4,846 -0.1%
O
24
OppenheimerFunds
New York
$81M -$7.46M -309,889 -8%
Deutsche Bank
25
Deutsche Bank
Germany
$78.8M -$31.6M -1,312,139 -28%

PAA Hedge Fund Activity: Q2 2018 in Review

373 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q2 2018, worth a combined $7.91B — up 12% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PAA positions and 27 closed out — a net gain of 14 holders — while 107 added to existing stakes and 124 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $235M. The largest seller was Morgan Stanley, cutting an estimated $89M.

  • 373 institutional investors held Plains All American Pipeline (PAA) as of Q2 2018, up from 364 in Q1 2018.
  • Funds reported $7.91B of Plains All American Pipeline stock for Q2 2018, up 12% quarter-over-quarter.
  • 41 funds opened new Plains All American Pipeline positions in Q2 2018 and 27 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q2 2018 was Brookfield Corp, an estimated $235M added.
  • The largest Plains All American Pipeline seller in Q2 2018 was Morgan Stanley, an estimated $89M sold.

Based on aggregated 13F filings for Q2 2018.