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Plains GP Holdings

272 hedge funds and large institutions have $2.95B invested in Plains GP Holdings in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $86.4M | Put options by funds: $20.5M

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $2.71B → $2.95B (+$241M)

6% more funds holding

Funds holding: 257272 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.19% less ownership

Funds ownership: 86.52%82.32% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 98

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
38
Increased
86
Reduced
98
Closed
19
Calls
$86.4M
Puts
$20.5M
Net Calls
+$65.9M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
151
Marks Group Wealth Management
Minnesota
$826K +$763K +45,235 New
CL
152
COWA LLC
Oklahoma
$807K +$1.6K +95 +0.2%
VI
153
Vestcor Inc
New Brunswick, Canada
$788K +$280K +16,591 +62%
IF
154
Intrua Financial
Texas
$774K +$6.98K +414 +1%
WPEP
155
Walnut Private Equity Partners
Nebraska
$767K
CCA
156
Childress Capital Advisors
Texas
$738K
SWA
157
SFMG Wealth Advisors
Texas
$735K
AWM
158
Axxcess Wealth Management
California
$732K -$342K -20,300 -34%
AWM
159
Angeles Wealth Management
California
$724K
RCM
160
Requisite Capital Management
Texas
$715K -$330K -19,591 -33%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$697K +$644K +38,210 New
USCWA
162
U.S. Capital Wealth Advisors
Texas
$652K +$337 +20 +0.1%
KeyBank National Association
163
KeyBank National Association
Ohio
$648K
AP
164
Americana Partners
Texas
$633K
EM
165
ELCO Management
New York
$603K +$5.7K +338 +1%
BC
166
Brookfield Corp
Ontario, Canada
$594K -$39.2K -2,324 -7%
SRL
167
Scientech Research LLC
New Jersey
$579K +$535K +31,725 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$578K -$149K -8,863 -22%
MWM
169
Modern Wealth Management
Kansas
$549K +$507K +30,080 New
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$530K +$490K +29,059 New
PAG
171
Private Advisor Group
New Jersey
$514K -$1.07M -63,325 -69%
VanEck Associates
172
VanEck Associates
New York
$513K -$543K -32,214 -53%
TCPW
173
Twin City Private Wealth
North Carolina
$503K +$465K +27,561 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$502K -$6.17K -366 -1%
AAS
175
Avantax Advisory Services
Texas
$501K -$67K -3,970 -13%