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Plains All American Pipeline

372 hedge funds and large institutions have $8.65B invested in Plains All American Pipeline in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $154M | Put options by funds: $25.4M

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $7.91B → $8.65B (+$739M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.6% more ownership

Funds ownership: 46.03%47.62% (+1.6%)

0% less funds holding

Funds holding: 373372 (-1)

4% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 112

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.5%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
44
Increased
108
Reduced
112
Closed
37
Calls
$154M
Puts
$25.4M
Net Calls
+$129M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$1.06B +$172M +6,827,146 +19%
AA
2
ALPS Advisors
Colorado
$939M +$61.7M +2,450,636 +7%
TCA
3
Tortoise Capital Advisors
Kansas
$906M +$160M +6,343,995 +21%
Goldman Sachs
4
Goldman Sachs
New York
$582M -$22.1M -876,763 -4%
Franklin Resources
5
Franklin Resources
California
$270M
UBS Group
6
UBS Group
Switzerland
$265M +$92.6M +3,677,392 +53%
KACA
7
Kayne Anderson Capital Advisors
California
$257M -$6.4M -254,400 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$253M -$36.1M -1,434,416 -12%
BC
9
Brookfield Corp
Ontario, Canada
$252M +$7.37M +292,992 +3%
COPPSERS
10
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$212M +$21.8M +867,304 +11%
SCA
11
Salient Capital Advisors
Texas
$204M +$32.3M +1,281,719 +19%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$202M -$20.6M -816,569 -9%
Bank of America
13
Bank of America
North Carolina
$168M -$833K -33,097 -0.5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$160M -$59.7M -2,372,904 -27%
CCM
15
Chickasaw Capital Management
Tennessee
$154M +$2.86M +113,603 +2%
ClearBridge Investments
16
ClearBridge Investments
New York
$154M
AR
17
Advisory Research
Illinois
$149M -$11M -438,550 -7%
EGA
18
Eagle Global Advisors
Texas
$133M +$4.89M +194,304 +4%
EIP
19
Energy Income Partners
Connecticut
$129M +$3.92M +155,672 +3%
Morgan Stanley
20
Morgan Stanley
New York
$117M -$36.9M -1,467,648 -24%
NIM
21
NXG Investment Management
Texas
$102M +$3.26M +129,688 +3%
Fayez Sarofim & Co
22
Fayez Sarofim & Co
Texas
$91.4M -$289K -11,501 -0.3%
TCIM
23
TIAA CREF Investment Management
New York
$89.7M -$4.97M -197,292 -5%
Wells Fargo
24
Wells Fargo
California
$84.9M +$14.9M +591,425 +21%
NMIMC
25
Northwestern Mutual Investment Management Company
Wisconsin
$75.8M +$22M +874,008 +41%

PAA Hedge Fund Activity: Q3 2018 in Review

372 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q3 2018, worth a combined $8.65B — up 9.3% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 112 trimmed.

The largest buyer was Harvest Fund Advisors, adding an estimated $172M. The largest seller was Bank of Montreal, cutting an estimated $59.7M.

  • 372 institutional investors held Plains All American Pipeline (PAA) as of Q3 2018, down from 373 in Q2 2018.
  • Funds reported $8.65B of Plains All American Pipeline stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q3 2018 and 37 closed out, a net change of +7 holders.
  • The largest Plains All American Pipeline buyer in Q3 2018 was Harvest Fund Advisors, an estimated $172M added.
  • The largest Plains All American Pipeline seller in Q3 2018 was Bank of Montreal, an estimated $59.7M sold.

Based on aggregated 13F filings for Q3 2018.