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Plains GP Holdings
PAGP

Overview Fund Activity

270 hedge funds and large institutions have $2.94B invested in Plains GP Holdings in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+15
Holders Change %
+5.88%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
38
Increased
85
Reduced
98
Closed
19
Calls
$86.4M
Puts
$20.5M
Net Calls
+$65.9M
Net Calls Change
+$41M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$129M
2
Deutsche Bank
Deutsche Bank
Germany
$26.6M
3
BlackRock
BlackRock
New York
$44.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$22.2M
5
MGAM
McGowan Group Asset Management
Texas
$20.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$108M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
PBM
Propel Bio Management
California
$0
4
RA
RR Advisors
Texas
$29.1M
5
KACA
Kayne Anderson Capital Advisors
California
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
COWA LLC
Oklahoma
$807K +$1.73K +95 +0.2%
VI
152
Vestcor Inc
New Brunswick, Canada
$788K +$303K +16,591 +62%
IF
153
Intrua Financial
Texas
$774K +$7.56K +414 +1%
WPEP
154
Walnut Private Equity Partners
Nebraska
$767K – – –
CCA
155
Childress Capital Advisors
Texas
$738K – – –
SWA
156
SFMG Wealth Advisors
Texas
$735K – – –
AWM
157
Axxcess Wealth Management
California
$732K -$370K -20,300 -34%
AWM
158
Angeles Wealth Management
California
$724K – – –
RCM
159
Requisite Capital Management
Texas
$715K -$358K -19,591 -33%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$697K +$697K +38,210 New
USCWA
161
U.S. Capital Wealth Advisors
Texas
$652K +$365 +20 +0.1%
KeyBank National Association
162
KeyBank National Association
Ohio
$648K – – –
AP
163
Americana Partners
Texas
$633K – – –
EM
164
ELCO Management
New York
$603K +$6.17K +338 +1%
BC
165
Brookfield Corp
Ontario, Canada
$594K -$42.4K -2,324 -7%
SRL
166
Scientech Research LLC
New Jersey
$579K +$579K +31,725 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$578K -$162K -8,863 -22%
MWM
168
Modern Wealth Management
Kansas
$549K +$549K +30,080 New
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$530K +$530K +29,059 New
PAG
170
Private Advisor Group
New Jersey
$514K -$1.16M -63,325 -69%
VanEck Associates
171
VanEck Associates
New York
$513K -$588K -32,214 -53%
TCPW
172
Twin City Private Wealth
North Carolina
$503K +$503K +27,561 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$502K -$6.73K -366 -1%
AAS
174
Avantax Advisory Services
Texas
$501K -$72.5K -3,970 -13%
OAM
175
Oppenheimer Asset Management
New York
$492K -$43.6K -2,391 -8%
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