We are live on ! Find out more
PAA icon

Plains All American Pipeline

368 hedge funds and large institutions have $1.86B invested in Plains All American Pipeline in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 94 increasing their positions, 137 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 381368 (-13)

3.5% less ownership

Funds ownership: 51.73%48.23% (-3.5%)

11% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 65

31% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 137

33% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $13.1M

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

75% less capital invested

Capital invested by funds: $7.57B → $1.86B (-$5.72B)

Holders
368
Holders Change
-13
Holders Change %
-3.41%
% of All Funds
8.11%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.2%
New
58
Increased
94
Reduced
137
Closed
65
Calls
$8.82M
Puts
$13.1M
Net Calls
-$4.28M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$238M +$39.8M +2,902,320 +7%
HFA
2
Harvest Fund Advisors
Pennsylvania
$182M -$6.05M -441,138 -1%
Goldman Sachs
3
Goldman Sachs
New York
$141M -$3.03M -221,063 -0.8%
TCA
4
Tortoise Capital Advisors
Kansas
$112M -$240M -17,477,657 -45%
Morgan Stanley
5
Morgan Stanley
New York
$79M +$91.4M +6,666,173 +80%
JP Morgan Chase
6
JP Morgan Chase
New York
$63.7M +$69.1M +5,034,251 +72%
BPSG
7
Brookfield Public Securities Group
New York
$62.5M -$29.9M -2,180,511 -16%
CCM
8
Chickasaw Capital Management
Tennessee
$59.6M +$13.6M +994,888 +10%
Bank of America
9
Bank of America
North Carolina
$54.8M +$10.6M +774,436 +8%
UBS Group
10
UBS Group
Switzerland
$52.1M -$41.9M -3,055,841 -24%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$48.9M +$41.2M +3,000,553 +48%
KACA
12
Kayne Anderson Capital Advisors
California
$48.8M -$9.35M -681,300 -7%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$40M -$52.8M -3,846,785 -33%
EIP
14
Energy Income Partners
Connecticut
$37.2M -$7.07M -515,005 -7%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$36.4M +$36.5M +2,663,613 +63%
Franklin Resources
16
Franklin Resources
California
$32.1M -$56.8M -4,141,840 -41%
NIM
17
NXG Investment Management
Texas
$28.2M +$6.81M +496,153 +10%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$26M +$5.15M +375,433 +8%
BlackRock
19
BlackRock
New York
$25.5M +$8.65M +630,187 +15%
Citigroup
20
Citigroup
New York
$24.5M +$37.2M +2,713,447 +141%
ClearBridge Investments
21
ClearBridge Investments
New York
$24.2M -$16.5M -1,202,310 -21%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$23.4M +$31M +2,261,295 +104%
Invesco
23
Invesco
Georgia
$22.7M +$18.9M +1,377,086 +47%
PFO
24
Pathstone Family Office
New Jersey
$21.7M +$2.61M +189,964 +5%
SCA
25
Salient Capital Advisors
Texas
$20.2M -$25M -1,825,188 -32%

PAA Hedge Fund Activity: Q1 2020 in Review

368 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2020, worth a combined $1.86B — down 75% from $7.57B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PAA and 58 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 94 added.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Tortoise Capital Advisors, cutting an estimated $240M.

  • 368 institutional investors held Plains All American Pipeline (PAA) as of Q1 2020, down from 381 in Q4 2019.
  • Funds reported $1.86B of Plains All American Pipeline stock for Q1 2020, down 75% quarter-over-quarter.
  • 58 funds opened new Plains All American Pipeline positions in Q1 2020 and 65 closed out, a net change of -7 holders.
  • The largest Plains All American Pipeline buyer in Q1 2020 was Morgan Stanley, an estimated $91.4M added.
  • The largest Plains All American Pipeline seller in Q1 2020 was Tortoise Capital Advisors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2020.