Plains GP Holdings
PAGP
252 hedge funds and large institutions have $1.65B invested in Plains GP Holdings in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 31 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 76
15% more call options, than puts
Call options by funds: $7.02M | Put options by funds: $6.12M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.17% less ownership
Funds ownership: 82.79% → 82.62% (-0.17%)
3% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 31
2% less funds holding
Funds holding: 257 → 252 (-5)
11% less capital invested
Capital invested by funds: $1.86B → $1.65B (-$208M)
Top Buyers
| 1 |
ClearBridge Investments
New York
|
+$24.7M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$15.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.7M |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$11.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$8.24M |
Top Sellers
| 1 |
Blackstone Inc
New York
|
-$25.3M |
| 2 |
Millennium Management
New York
|
-$21.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.21M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$8.69M |
| 5 |
Two Sigma Investments
New York
|
-$8.11M |
PAGP Hedge Fund Activity: Q2 2022 in Review
252 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q2 2022, worth a combined $1.65B — down 11% from $1.86B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PAGP and 30 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 102 added.
The largest buyer was ClearBridge Investments, adding an estimated $24.7M. The largest seller was Blackstone Inc, cutting an estimated $25.3M.
- 252 institutional investors held Plains GP Holdings (PAGP) as of Q2 2022, down from 257 in Q1 2022.
- Funds reported $1.65B of Plains GP Holdings stock for Q2 2022, down 11% quarter-over-quarter.
- 30 funds opened new Plains GP Holdings positions in Q2 2022 and 31 closed out, a net change of -1 holder.
- The largest Plains GP Holdings buyer in Q2 2022 was ClearBridge Investments, an estimated $24.7M added.
- The largest Plains GP Holdings seller in Q2 2022 was Blackstone Inc, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2022.