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Plains All American Pipeline

361 hedge funds and large institutions have $5.11B invested in Plains All American Pipeline in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $120M | Put options by funds: $39.1M

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

13% more capital invested

Capital invested by funds: $4.54B → $5.11B (+$569M)

3% more funds holding

Funds holding: 349361 (+12)

0.77% less ownership

Funds ownership: 42.79%42.02% (-0.77%)

Holders
361
Holders Change
+12
Holders Change %
+3.44%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
105
Reduced
93
Closed
30
Calls
$120M
Puts
$39.1M
Net Calls
+$81.2M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.08B +$11.4M +703,152 +1%
Invesco
2
Invesco
Georgia
$552M +$23M +1,426,195 +5%
Blackstone Inc
3
Blackstone Inc
New York
$413M +$5.15M +318,944 +1%
Goldman Sachs
4
Goldman Sachs
New York
$338M +$21.4M +1,324,714 +7%
TCA
5
Tortoise Capital Advisors
Kansas
$330M +$7.19M +445,444 +2%
Morgan Stanley
6
Morgan Stanley
New York
$170M -$62.4M -3,867,794 -28%
KACA
7
Kayne Anderson Capital Advisors
California
$161M -$1.92M -118,900 -1%
UBS Group
8
UBS Group
Switzerland
$135M -$13.8M -857,092 -10%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$133M -$30.8M -1,908,657 -15%
JP Morgan Chase
10
JP Morgan Chase
New York
$129M +$10.1M +628,346 +9%
ClearBridge Investments
11
ClearBridge Investments
New York
$117M -$446K -27,600 -0.4%
Bank of America
12
Bank of America
North Carolina
$87.5M -$8.37M -518,274 -9%
Deutsche Bank
13
Deutsche Bank
Germany
$76M +$569K +35,240 +0.8%
BC
14
Brookfield Corp
Ontario, Canada
$75.7M -$26.1M -1,613,746 -27%
CCM
15
Chickasaw Capital Management
Tennessee
$72.5M -$5.98M -370,346 -8%
FI
16
Fractal Investments
Connecticut
$67.2M +$9.08M +562,200 +17%
ICA
17
Infrastructure Capital Advisors
New York
$65.5M +$306K +18,972 +0.5%
EGA
18
Eagle Global Advisors
Texas
$63.7M -$4.94M -305,800 -8%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$61.6M -$442K -27,395 -0.8%
EIP
20
Energy Income Partners
Connecticut
$48.2M -$26.5M -1,638,400 -37%
Wells Fargo
21
Wells Fargo
California
$45.8M +$237K +14,703 +0.6%
DPIM
22
Duff & Phelps Investment Management
Illinois
$45.5M
MHI
23
Miller Howard Investments
New York
$43.9M +$1.61M +99,915 +4%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$37.3M +$4.26M +263,784 +14%
LIM
25
Longfellow Investment Management
Massachusetts
$33.1M

PAA Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q1 2024, worth a combined $5.11B — up 13% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PAA positions and 30 closed out — a net gain of 14 holders — while 105 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 361 institutional investors held Plains All American Pipeline (PAA) as of Q1 2024, up from 349 in Q4 2023.
  • Funds reported $5.11B of Plains All American Pipeline stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new Plains All American Pipeline positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Plains All American Pipeline buyer in Q1 2024 was Invesco, an estimated $23M added.
  • The largest Plains All American Pipeline seller in Q1 2024 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.