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Plains GP Holdings
PAGP

256 hedge funds and large institutions have $4.02B invested in Plains GP Holdings in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $5.19M

165% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 23

132% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 50

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

50% more capital invested

Capital invested by funds: $2.67B → $4.02B (+$1.34B)

14% more funds holding

Funds holding: 225 → 256 (+31)

8.34% more ownership

Funds ownership: 76.52% → 84.86% (+8.3%)

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
6.37%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
61
Increased
116
Reduced
50
Closed
23
Calls
$14.2M
Puts
$5.19M
Net Calls
+$9M
Net Calls Change
-$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$353M
2
ZP
Zimmer Partners
New York
+$198M
3
O
OppenheimerFunds
New York
+$187M
4
HCM
Highfields Capital Management
Massachusetts
+$97.5M
5
MF
Magnetar Financial
Illinois
+$94.5M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$68.7M
2
IAM
Iridian Asset Management
Connecticut
-$62.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$34.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$14.8M
5
Citigroup
Citigroup
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$465M +$353M +10,863,639 +271%
CCM
2
Chickasaw Capital Management
Tennessee
$224M +$20.7M +635,626 +10%
KACA
3
Kayne Anderson Capital Advisors
California
$221M -$4.91M -151,000 -2%
TCA
4
Tortoise Capital Advisors
Kansas
$193M +$52.6M +1,619,376 +36%
ZP
5
Zimmer Partners
New York
$191M +$198M +6,096,800 New
O
6
OppenheimerFunds
New York
$180M +$187M +5,767,252 New
Goldman Sachs
7
Goldman Sachs
New York
$139M +$21.9M +673,792 +18%
SCA
8
Salient Capital Advisors
Texas
$135M +$7.54M +231,878 +6%
HCM
9
Highfields Capital Management
Massachusetts
$93.8M +$97.5M +3,000,000 New
IAM
10
Iridian Asset Management
Connecticut
$91.8M -$62.2M -1,914,250 -39%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$90.9M +$42.6M +1,311,319 +82%
MF
12
Magnetar Financial
Illinois
$90.9M +$94.5M +2,906,904 New
EIP
13
Energy Income Partners
Connecticut
$89.5M +$36.7M +1,128,476 +65%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$74.5M +$30.5M +936,824 +65%
EGA
15
Eagle Global Advisors
Texas
$67.3M +$11.5M +355,254 +20%
N
16
Nuveen
North Carolina
$63M +$34.1M +1,049,315 +109%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$60.5M +$19.2M +590,954 +44%
CM
18
Corvex Management
New York
$59.2M +$61.5M +1,892,494 New
PI
19
Putnam Investments
Massachusetts
$56.2M +$53.3M +1,639,723 +1,033%
ClearBridge Investments
20
ClearBridge Investments
New York
$55.1M +$4.59M +141,244 +9%
MHI
21
Miller Howard Investments
New York
$53.3M +$4.27M +131,216 +8%
Millennium Management
22
Millennium Management
New York
$52.3M +$38M +1,168,337 +231%
State Street
23
State Street
Massachusetts
$51.6M +$53.7M +1,651,698 New
Morgan Stanley
24
Morgan Stanley
New York
$45.7M +$20M +616,168 +73%
AR
25
Advisory Research
Illinois
$45.3M +$47.1M +1,449,280 New
1
2 3 4 5

PAGP Hedge Fund Activity: Q1 2017 in Review

256 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q1 2017, worth a combined $4.02B — up 50% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PAGP positions and 23 closed out — a net gain of 38 holders — while 116 added to existing stakes and 50 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $353M. The largest seller was Harvest Fund Advisors, exiting entirely with an estimated $68.7M sold.

  • 256 institutional investors held Plains GP Holdings (PAGP) as of Q1 2017, up from 225 in Q4 2016.
  • Funds reported $4.02B of Plains GP Holdings stock for Q1 2017, up 50% quarter-over-quarter.
  • 61 funds opened new Plains GP Holdings positions in Q1 2017 and 23 closed out, a net change of +38 holders.
  • The largest Plains GP Holdings buyer in Q1 2017 was Capital Research Global Investors, an estimated $353M added.
  • The largest Plains GP Holdings seller in Q1 2017 was Harvest Fund Advisors, an estimated $68.7M sold.

Based on aggregated 13F filings for Q1 2017.