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Plains All American Pipeline

338 hedge funds and large institutions have $4.51B invested in Plains All American Pipeline in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

43% more call options, than puts

Call options by funds: $106M | Put options by funds: $73.9M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $4.05B → $4.51B (+$462M)

4% more funds holding

Funds holding: 325338 (+13)

0.88% more ownership

Funds ownership: 41.16%42.04% (+0.88%)

Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
38
Increased
105
Reduced
86
Closed
20
Calls
$106M
Puts
$73.9M
Net Calls
+$32M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.03B +$126M +8,406,683 +14%
Invesco
2
Invesco
Georgia
$436M -$22.2M -1,479,751 -5%
Blackstone Inc
3
Blackstone Inc
New York
$372M +$207M +13,787,485 +132%
TCA
4
Tortoise Capital Advisors
Kansas
$308M -$11.3M -752,914 -4%
Goldman Sachs
5
Goldman Sachs
New York
$295M -$2.52M -168,120 -0.9%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$180M +$17.9M +1,197,006 +11%
KACA
7
Kayne Anderson Capital Advisors
California
$145M -$7.37M -491,600 -5%
ClearBridge Investments
8
ClearBridge Investments
New York
$105M -$1.93M -129,080 -2%
Morgan Stanley
9
Morgan Stanley
New York
$101M -$37.3M -2,489,246 -27%
JP Morgan Chase
10
JP Morgan Chase
New York
$76.9M -$37.7M -2,515,300 -33%
CCM
11
Chickasaw Capital Management
Tennessee
$71.6M -$4.09M -272,831 -6%
UBS Group
12
UBS Group
Switzerland
$69.3M -$36M -2,398,379 -35%
Deutsche Bank
13
Deutsche Bank
Germany
$65.6M -$10.7M -710,500 -14%
EIP
14
Energy Income Partners
Connecticut
$64.3M -$1.62M -108,000 -3%
PFO
15
Pathstone Family Office
New Jersey
$59.2M +$1.34M +89,124 +2%
EGA
16
Eagle Global Advisors
Texas
$59.2M -$930K -62,020 -2%
ICA
17
Infrastructure Capital Advisors
New York
$57.8M -$5.07M -338,019 -8%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$56.1M -$10.3M -687,925 -16%
Bank of America
19
Bank of America
North Carolina
$51.9M -$29.9M -1,995,661 -37%
FI
20
Fractal Investments
Connecticut
$50M
IG
21
ING Group
Netherlands
$46.6M +$4.98M +332,000 +12%
DPIM
22
Duff & Phelps Investment Management
Illinois
$42.7M -$3.75M -250,000 -8%
BC
23
Brookfield Corp
Ontario, Canada
$41.2M -$756K -50,457 -2%
MHI
24
Miller Howard Investments
New York
$37.5M -$131K -8,720 -0.4%
Wells Fargo
25
Wells Fargo
California
$37.4M -$515K -34,325 -1%

PAA Hedge Fund Activity: Q3 2023 in Review

338 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q3 2023, worth a combined $4.51B — up 11% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PAA positions and 20 closed out — a net gain of 18 holders — while 105 added to existing stakes and 86 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $37.7M.

  • 338 institutional investors held Plains All American Pipeline (PAA) as of Q3 2023, up from 325 in Q2 2023.
  • Funds reported $4.51B of Plains All American Pipeline stock for Q3 2023, up 11% quarter-over-quarter.
  • 38 funds opened new Plains All American Pipeline positions in Q3 2023 and 20 closed out, a net change of +18 holders.
  • The largest Plains All American Pipeline buyer in Q3 2023 was Blackstone Inc, an estimated $207M added.
  • The largest Plains All American Pipeline seller in Q3 2023 was JP Morgan Chase, an estimated $37.7M sold.

Based on aggregated 13F filings for Q3 2023.